kabutan

Stanley Electric, Ordinary Profit Forecast for the Fiscal Year Revised Upward by 8%, Dividend Revised Upward by 8 Yen

Fri Oct 31, 2025 3:00 pm JST Earnings

6923 Stanley Electric Co.,Ltd. 【J-GAAP】

Earnings Report

Stanley Electric Co.,Ltd. <6923> [TSE Prime] announced its financial results in the afternoon session on October 31st (15:00). The consolidated ordinary profit for the cumulative second quarter of the fiscal year ending March 2026 (April to September) was 21.9 billion yen, a 0.3% increase compared to the same period last year, resulting in an increase in profits compared to the previous forecast of a 17.9% decrease.

In addition, the full-year forecast for consolidated ordinary profit has been revised upward 8.2%, from the previous forecast of 46.2 billion yen to 50.0 billion yen (compared to 55.4 billion yen in the previous period), and the declining rate is expected to decrease from 16.7% to 9.8%.

Based on the first-half performance announced by the company and the full-year plan, our calculation indicates that the consolidated ordinary profit for the October to March period (second half) is expected to decrease 16.4% from the same period last year to 28.0 billion yen.

In light of the strong performance, the company has increased its planned annual dividend for the current fiscal year from the original plan of 92 yen to 100 yen (compared to 72 yen in the previous period).

In the most recent three-month period, from July to September (2Q), the consolidated ordinary profit grew 15.1% from the same period last year, reaching 11.7 billion yen. However, the operating profit margin remained almost flat, changing from 7.9% in the same period last year to 7.7%.

Kabutan News

Actual Results

Accumulated Results 2nd Quarter
Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Progress Rate vs. First Half Announce Accounting Standards
Apr - Sep, 2023 226,163 14,077 20,186 8,015 48.8 42.0 Oct 31, 2023 J-GAAP
Apr - Sep, 2024 243,987 19,197 21,937 11,378 71.2 39.6 Oct 28, 2024 J-GAAP
Apr - Sep, 2025 248,474 18,462 21,993 10,162 69.4 44.0 Oct 31, 2025 J-GAAP
YoY +1.8% -3.8% +0.3% -10.7% -2.6%

First Half Results vs. Previous Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Apr - Sep, 2025 Guidance 230,000 15,500 18,000 8,200 62.6 46 Jun 10, 2025 J-GAAP
Apr - Sep, 2025 Results 248,474 18,462 21,993 10,162 69.4 49 Oct 31, 2025 J-GAAP
Revision Rate +8.0% +19.1% +22.2% +23.9% +10.9%

Guidance Update

Full Year Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2026 Prev 480,000 41,200 46,200 26,800 212.0 92 Jun 10, 2025 J-GAAP
Mar, 2026 New 500,000 45,000 50,000 31,400 248.4 100 Oct 31, 2025 J-GAAP
Revision Rate +4.2% +9.2% +8.2% +17.2% +17.2%

Current Period Guidance

Second Half Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Oct - Mar, 2024 265,578 29,805 33,517 20,680 132.7 40 Apr 24, 2025 J-GAAP
Oct - Mar, 2025 Guidance 251,526 26,538 28,007 21,238 168.0 51 Oct 31, 2025 J-GAAP
YoY -5.3% -11.0% -16.4% +2.7% +26.6%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 472,397 35,834 48,064 26,497 162.4 55 Apr 26, 2024 J-GAAP
Mar, 2025 509,565 49,002 55,454 32,058 205.7 72 Apr 24, 2025 J-GAAP
Mar, 2026 Guidance 500,000 45,000 50,000 31,400 248.4 100 Oct 31, 2025 J-GAAP
YoY -1.9% -8.2% -9.8% -2.1% +20.7%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Jul - Sep, 2024 122,546 9,662 10,223 -1,003 -6.3 7.9 Oct 28, 2024 J-GAAP
Oct - Dec, 2024 131,910 13,752 14,819 7,589 48.1 10.4 Jan 31, 2025 J-GAAP
Jan - Mar, 2025 133,668 16,053 18,698 13,091 84.0 12.0 Apr 24, 2025 J-GAAP
Apr - Jun, 2025 119,838 8,607 10,229 5,156 34.6 7.2 Jul 31, 2025 J-GAAP
Jul - Sep, 2025 128,636 9,855 11,764 5,006 34.2 7.7 Oct 31, 2025 J-GAAP
YoY +5.0% +2.0% +15.1%

Related Articles