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KAGA ELECTRONICS, Ordinary Profit Forecast for the Fiscal Year Revised Upward by 7%

Thu Nov 6, 2025 3:30 pm JST Earnings

8154 KAGA ELECTRONICS CO.,LTD. 【J-GAAP】

Earnings Report

KAGA ELECTRONICS CO.,LTD. <8154> [TSE Prime] announced its financial results after the market closed on November 6th (15:30). The consolidated ordinary profit for the cumulative second quarter of the fiscal year ending March 2026 (April to September) increased 19.2% from the same period last year, reaching 13.4 billion yen.

In addition, the full-year forecast for consolidated ordinary profit has been revised upward 7.1%, from the previous forecast of 23.8 billion yen to 25.5 billion yen (compared to 22.5 billion yen in the previous period), increasing the growth rate from 5.3% to 12.9%.

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 grow 6.6% from the same period last year, reaching 12.0 billion yen.

In the most recent three-month period, from July to September (2Q), the consolidated ordinary profit increased 37.6% from the same period last year, reaching 7.20 billion yen. However, the operating profit margin remained almost flat, changing from 4.6% in the same period last year to 4.4%.

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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 275,044 13,876 13,945 11,404 217.1 53.7 Nov 8, 2023 J-GAAP
Apr - Sep, 2024 259,064 11,501 11,278 7,941 151.2 49.9 Nov 6, 2024 J-GAAP
Apr - Sep, 2025 288,959 13,049 13,443 15,033 293.9 52.7 Nov 6, 2025 J-GAAP
YoY +11.5% +13.5% +19.2% +89.3% +94.4%

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 － 60 Aug 7, 2025 J-GAAP
Apr - Sep, 2025 Results 288,959 13,049 13,443 15,033 293.9 60 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 574,000 24,000 23,800 24,200 507.8 120 Aug 7, 2025 J-GAAP
Mar, 2026 New 595,000 25,500 25,500 26,000 545.5 120 Nov 6, 2025 J-GAAP
Revision Rate +3.7% +6.3% +7.1% +7.4% +7.4%

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 288,715 12,100 11,315 9,142 174.0 55 May 14, 2025 J-GAAP
Oct - Mar, 2025 Guidance 306,041 12,451 12,057 10,967 230.1 60 Nov 6, 2025 J-GAAP
YoY +6.0% +2.9% +6.6% +20.0% +32.3%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 542,697 25,845 25,976 20,345 387.3 110 May 9, 2024 J-GAAP
Mar, 2025 547,779 23,601 22,593 17,083 325.1 110 May 14, 2025 J-GAAP
Mar, 2026 Guidance 595,000 25,500 25,500 26,000 545.5 120 Nov 6, 2025 J-GAAP
YoY +8.6% +8.0% +12.9% +52.2% +67.8%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Jul - Sep, 2024 130,426 5,951 5,233 3,814 72.6 4.6 Nov 6, 2024 J-GAAP
Oct - Dec, 2024 137,179 6,555 7,101 4,773 90.8 4.8 Feb 6, 2025 J-GAAP
Jan - Mar, 2025 151,536 5,545 4,214 4,369 83.1 3.7 May 14, 2025 J-GAAP
Apr - Jun, 2025 138,086 6,484 6,242 4,614 87.8 4.7 Aug 7, 2025 J-GAAP
Jul - Sep, 2025 150,873 6,565 7,201 10,419 203.7 4.4 Nov 6, 2025 J-GAAP
YoY +15.7% +10.3% +37.6% +173.2% +180.5%

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