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Shirai Electronics Industrial, Ordinary Profit Forecast for the Fiscal Year Revised Upward by 13%, Dividend Revised Upward by 3 Yen

Thu Nov 6, 2025 1:30 pm JST Earnings

6658 Shirai Electronics Industrial Co.,Ltd. 【J-GAAP】

Earnings Report

Shirai Electronics Industrial Co.,Ltd. <6658> [TSE Std] announced its financial results in the afternoon session on November 6th (13:30). The consolidated ordinary profit for the cumulative second quarter of the fiscal year ending March 2026 (April to September) decreased 22.8% from the same period last year to 0.97 billion yen.

However, the full-year forecast for consolidated ordinary profit has been revised upward 12.5%, from the previous forecast of 1.60 billion yen to 1.80 billion yen (compared to 2.59 billion yen in the previous period), and the declining rate is expected to decrease from 38.3% to 30.6%.

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 drop 38.0% from the same period last year to 0.82 billion yen.

In light of the strong performance, the company has increased its planned year-end lump-sum dividend for the current fiscal year from the original plan of 32 yen to 35 yen (compared to 30 yen in the previous period).

In the most recent three-month period, from July to September (2Q), the consolidated ordinary profit dropped to 0.47 billion yen, a 31.1% decrease compared to the same period last year. The operating profit margin worsened from 8.2% in the same period last year to 7.6%.

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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 14,923 1,288 1,241 879 63.3 57.4 Nov 13, 2023 J-GAAP
Apr - Sep, 2024 14,315 1,183 1,260 948 62.9 48.6 Nov 13, 2024 J-GAAP
Apr - Sep, 2025 13,678 1,071 973 706 47.2 54.1 Nov 6, 2025 J-GAAP
YoY -4.4% -9.5% -22.8% -25.5% -24.9%

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 ー ー ー ー － 0 May 14, 2025 J-GAAP
Apr - Sep, 2025 Results 13,678 1,071 973 706 47.2 0 Nov 6, 2025 J-GAAP
Revision Rate － － － － －

Guidance Update

Full Year Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2026 Prev 27,000 1,700 1,600 1,300 86.7 32 May 14, 2025 J-GAAP
Mar, 2026 New 28,000 2,000 1,800 1,400 93.4 35 Nov 6, 2025 J-GAAP
Revision Rate +3.7% +17.6% +12.5% +7.7% +7.7%

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 15,022 1,393 1,334 1,127 74.7 30 May 14, 2025 J-GAAP
Oct - Mar, 2025 Guidance 14,322 929 827 694 46.3 35 Nov 6, 2025 J-GAAP
YoY -4.7% -33.3% -38.0% -38.4% -38.1%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 28,833 2,307 2,161 1,487 105.0 26 May 14, 2024 J-GAAP
Mar, 2025 29,337 2,576 2,594 2,075 137.6 30 May 14, 2025 J-GAAP
Mar, 2026 Guidance 28,000 2,000 1,800 1,400 93.4 35 Nov 6, 2025 J-GAAP
YoY -4.6% -22.4% -30.6% -32.5% -32.1%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Jul - Sep, 2024 7,540 618 689 588 39.0 8.2 Nov 13, 2024 J-GAAP
Oct - Dec, 2024 6,450 677 552 440 29.2 10.5 Feb 14, 2025 J-GAAP
Jan - Mar, 2025 8,572 716 782 687 45.6 8.4 May 14, 2025 J-GAAP
Apr - Jun, 2025 6,910 555 498 341 22.9 8.0 Jul 31, 2025 J-GAAP
Jul - Sep, 2025 6,768 516 475 365 24.4 7.6 Nov 6, 2025 J-GAAP
YoY -10.2% -16.5% -31.1% -37.9% -37.4%

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