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KANSAI PAINT, Ordinary Profit Forecast for the Fiscal Year Revised Downward by 5%

Fri Nov 7, 2025 3:30 pm JST Earnings

4613 KANSAI PAINT CO.,LTD. 【J-GAAP】

Earnings Report

KANSAI PAINT CO.,LTD. <4613> [TSE Prime] announced its financial results after the market closed on November 7th (15:30). The consolidated ordinary profit for the cumulative second quarter of the fiscal year ending March 2026 (April to September) increased 10.0% from the same period last year, reaching 28.6 billion yen.

However, the full-year forecast for consolidated ordinary profit has decreased 5.2%, from the previous forecast of 58.0 billion yen to 55.0 billion yen (compared to 49.1 billion yen in the previous period), leading to a reduction in the profit growth rate from 18.1% to 12.0%.

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 14.2% from the same period last year, reaching 26.3 billion yen.

In the most recent three-month period, from July to September (2Q), the consolidated ordinary profit surged 2.3 times that of the same period last year, reaching 14.2 billion yen. The operating profit margin improved from 7.5% in the same period last year to 8.4%.

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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 274,005 25,734 32,084 46,452 204.3 55.6 Nov 9, 2023 J-GAAP
Apr - Sep, 2024 294,057 26,336 25,996 15,685 78.7 52.9 Nov 8, 2024 J-GAAP
Apr - Sep, 2025 289,223 24,326 28,606 16,187 91.9 52.0 Nov 7, 2025 J-GAAP
YoY -1.6% -7.6% +10.0% +3.2% +16.8%

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 － 55 Aug 8, 2025 J-GAAP
Apr - Sep, 2025 Results 289,223 24,326 28,606 16,187 91.9 55 Nov 7, 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 600,000 54,000 58,000 36,000 204.5 110 Aug 8, 2025 J-GAAP
Mar, 2026 New 590,000 51,000 55,000 34,000 193.1 110 Nov 7, 2025 J-GAAP
Revision Rate -1.7% -5.6% -5.2% -5.6% -5.6%

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 294,768 25,714 23,107 22,621 119.3 28 May 12, 2025 J-GAAP
Oct - Mar, 2025 Guidance 300,777 26,674 26,394 17,813 101.2 55 Nov 7, 2025 J-GAAP
YoY +2.0% +3.7% +14.2% -21.3% -15.2%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 562,277 51,595 57,685 67,109 299.2 40 May 10, 2024 J-GAAP
Mar, 2025 588,825 52,050 49,103 38,306 202.0 50 May 12, 2025 J-GAAP
Mar, 2026 Guidance 590,000 51,000 55,000 34,000 193.1 110 Nov 7, 2025 J-GAAP
YoY +0.2% -2.0% +12.0% -11.2% -4.4%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Jul - Sep, 2024 148,660 11,222 6,072 3,812 19.1 7.5 Nov 8, 2024 J-GAAP
Oct - Dec, 2024 150,695 12,911 15,799 17,232 89.1 8.6 Feb 7, 2025 J-GAAP
Jan - Mar, 2025 144,073 12,803 7,308 5,389 28.4 8.9 May 12, 2025 J-GAAP
Apr - Jun, 2025 144,680 12,241 14,378 8,481 48.1 8.5 Aug 8, 2025 J-GAAP
Jul - Sep, 2025 144,543 12,085 14,228 7,706 43.7 8.4 Nov 7, 2025 J-GAAP
YoY -2.8% +7.7% +134.3% +102.2% +128.8%

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