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C.Uyemura, Ordinary Profit Forecast for the Fiscal Year Revised Upward by 29%, Dividend Revised Upward by 50 Yen
4966 C.Uyemura & Co.,Ltd. 【J-GAAP】
Earnings ReportC.Uyemura & Co.,Ltd. <4966> [TSE Std] announced its financial results at noon (12:30) on November 10th. The consolidated ordinary profit for the cumulative second quarter of the fiscal year ending March 2026 (April to September) was 9.64 billion yen, a 1.7% decrease compared to the same period last year.
However, the full-year forecast for consolidated ordinary profit has been revised upward 28.6%, from the previous forecast of 15.5 billion yen to 20.0 billion yen (compared to 20.0 billion yen in the previous period), and the declining rate is expected to decrease from 22.4% to 0.2%.
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 1.2% from the same period last year, reaching 10.3 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 230 yen to 280 yen (compared to 280 yen in the previous period).
In the most recent three-month period, from July to September (2Q), the consolidated ordinary profit grew 12.2% from the same period last year, reaching 5.10 billion yen. The operating profit margin rose from 22.2% in the same period last year to 23.5%.
Kabutan News
Actual Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Progress Rate vs. First Half | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Apr - Sep, 2023 | 37,220 | 5,804 | 6,256 | 4,057 | 248.8 | 39.4 | Nov 13, 2023 | J-GAAP |
| Apr - Sep, 2024 | 40,761 | 9,128 | 9,805 | 6,722 | 416.9 | 48.9 | Nov 11, 2024 | J-GAAP |
| Apr - Sep, 2025 | 41,701 | 9,575 | 9,642 | 6,858 | 425.1 | 48.2 | Nov 10, 2025 | J-GAAP |
| YoY | +2.3% | +4.9% | -1.7% | +2.0% | +2.0% |
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 | 37,890 | 6,970 | 7,250 | 5,260 | 325.9 | 0 | May 12, 2025 | J-GAAP |
| Apr - Sep, 2025 Results | 41,701 | 9,575 | 9,642 | 6,858 | 425.1 | 0 | Nov 10, 2025 | J-GAAP |
| Revision Rate | +10.1% | +37.4% | +33.0% | +30.4% | +30.4% |
Guidance Update
Full Year Update
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Mar, 2026 Prev | 82,630 | 15,010 | 15,550 | 10,450 | 647.6 | 230 | May 12, 2025 | J-GAAP |
| Mar, 2026 New | 86,000 | 19,700 | 20,000 | 13,500 | 836.5 | 280 | Nov 10, 2025 | J-GAAP |
| Revision Rate | +4.1% | +31.2% | +28.6% | +29.2% | +29.2% |
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 | 43,084 | 9,701 | 10,236 | 7,356 | 456.1 | 280 | May 12, 2025 | J-GAAP |
| Oct - Mar, 2025 Guidance | 44,299 | 10,125 | 10,358 | 6,642 | 411.6 | 280 | Nov 10, 2025 | J-GAAP |
| YoY | +2.8% | +4.4% | +1.2% | -9.7% | -9.8% |
Current Period Guidance
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Mar, 2024 | 80,256 | 14,994 | 15,871 | 10,920 | 673.4 | 200 | May 10, 2024 | J-GAAP |
| Mar, 2025 | 83,845 | 18,829 | 20,041 | 14,078 | 872.9 | 280 | May 12, 2025 | J-GAAP |
| Mar, 2026 Guidance | 86,000 | 19,700 | 20,000 | 13,500 | 836.5 | 280 | Nov 10, 2025 | J-GAAP |
| YoY | +2.6% | +4.6% | -0.2% | -4.1% | -4.2% |
Quarterly Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Operating Profit Margin | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Jul - Sep, 2024 | 20,781 | 4,621 | 4,552 | 2,973 | 184.4 | 22.2 | Nov 11, 2024 | J-GAAP |
| Oct - Dec, 2024 | 22,561 | 5,395 | 5,591 | 4,198 | 260.3 | 23.9 | Feb 10, 2025 | J-GAAP |
| Jan - Mar, 2025 | 20,523 | 4,306 | 4,645 | 3,158 | 195.8 | 21.0 | May 12, 2025 | J-GAAP |
| Apr - Jun, 2025 | 20,112 | 4,509 | 4,533 | 3,519 | 218.2 | 22.4 | Aug 8, 2025 | J-GAAP |
| Jul - Sep, 2025 | 21,589 | 5,066 | 5,109 | 3,339 | 207.0 | 23.5 | Nov 10, 2025 | J-GAAP |
| YoY | +3.9% | +9.6% | +12.2% | +12.3% | +12.3% |
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