IRISO ELECTRONICS, Ordinary Profit Forecast for the Fiscal Year Revised Upward to an Unexpected 6% Increase, Dividend Revised Upward by 40 Yen

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Wed Nov 5, 2025 4:00 pm JST Earnings

6908 IRISO ELECTRONICS CO., LTD. 【J-GAAP】

Earnings Report

IRISO ELECTRONICS CO., LTD. <6908> [TSE Prime] announced its financial results after the market closed on November 5th (16:00). The consolidated ordinary profit for the cumulative second quarter of the fiscal year ending March 2026 (April to September) expanded 3.01 billion yen, an increase 65.5% compared to the same period last year, exceeded the previous forecast of 2.60 billion yen.

In addition, the full-year forecast for consolidated ordinary profit has been revised upward 8.3%, from the previous forecast of 5.40 billion yen to 5.85 billion yen (compared to 5.50 billion yen in the previous period), turning to a 6.3% increase in the consolidated ordinary profit outlook.

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 23.0% from the same period last year to 2.83 billion yen.

In light of the strong performance, the company has significantly increased its planned year-end lump-sum dividend for the current fiscal year from the original plan of 110 yen to 150 yen (compared to 100 yen in the previous period).

In the most recent three-month period, from July to September (2Q), the consolidated ordinary profit increased 92.0% from the same period last year, reaching 1.83 billion yen. However, the operating profit margin decreased from 13.2% in the same period last year to 10.4%.

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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	28,140	3,315	4,124	3,167	134.7	57.4	Nov 2, 2023	J-GAAP
Apr - Sep, 2024	27,159	2,119	1,820	1,089	47.1	33.1	Nov 5, 2024	J-GAAP
Apr - Sep, 2025	30,974	2,715	3,013	2,081	97.5	51.5	Nov 5, 2025	J-GAAP
YoY	+14.0%	+28.1%	+65.5%	+91.1%	+106.9%

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	29,000	2,600	2,600	2,000	93.7	0	Aug 4, 2025	J-GAAP
Apr - Sep, 2025 Results	30,974	2,715	3,013	2,081	97.5	0	Nov 5, 2025	J-GAAP
Revision Rate	+6.8%	+4.4%	+15.9%	+4.1%	+4.1%

Guidance Update

Full Year Update

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Mar, 2026 Prev	55,000	5,500	5,400	3,900	182.7	110	May 7, 2025	J-GAAP
Mar, 2026 New	58,000	5,500	5,850	4,800	224.8	150	Nov 5, 2025	J-GAAP
Revision Rate	+5.5%	0.0%	+8.3%	+23.1%	+23.1%

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	29,173	3,188	3,684	1,573	69.9	100	May 7, 2025	J-GAAP
Oct - Mar, 2025 Guidance	27,026	2,785	2,837	2,719	127.4	150	Nov 5, 2025	J-GAAP
YoY	-7.4%	-12.6%	-23.0%	+72.9%	+82.2%

Current Period Guidance

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Mar, 2024	55,271	5,936	7,189	5,593	237.8	90	May 8, 2024	J-GAAP
Mar, 2025	56,332	5,307	5,504	2,662	118.3	100	May 7, 2025	J-GAAP
Mar, 2026 Guidance	58,000	5,500	5,850	4,800	224.8	150	Nov 5, 2025	J-GAAP
YoY	+3.0%	+3.6%	+6.3%	+80.3%	+90.1%

Quarterly Results

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Operating Profit Margin	Announce	Accounting Standards
Jul - Sep, 2024	14,625	1,929	954	718	31.1	13.2	Nov 5, 2024	J-GAAP
Oct - Dec, 2024	15,009	1,762	2,482	1,828	80.0	11.7	Feb 4, 2025	J-GAAP
Jan - Mar, 2025	14,164	1,426	1,202	-255	-11.3	10.1	May 7, 2025	J-GAAP
Apr - Jun, 2025	15,163	1,069	1,181	510	23.9	7.1	Aug 4, 2025	J-GAAP
Jul - Sep, 2025	15,811	1,646	1,832	1,571	73.6	10.4	Nov 5, 2025	J-GAAP
YoY	+8.1%	-14.7%	+92.0%	+118.8%	+137.0%