kabutan

YOKOWO, Ordinary Profit Forecast for the Fiscal Year Revised Upward by 70%, Dividend Revised Upward by 2 Yen

Tue Nov 11, 2025 12:00 pm JST Earnings

6800 YOKOWO CO.,LTD. 【J-GAAP】

Earnings Report

YOKOWO CO.,LTD. <6800> [TSE Prime] announced its financial results at noon (12:00) on November 11th. The consolidated ordinary profit for the cumulative second quarter of the fiscal year ending March 2026 (April to September) increased 22.3% from the same period last year, reaching 1.30 billion yen, resulting in an increase in profits compared to the previous forecast of a 67.1% decrease.

In addition, the full-year forecast for consolidated ordinary profit has been revised upward 69.8%, from the previous forecast of 2.15 billion yen to 3.65 billion yen (compared to 3.92 billion yen in the previous period), and the declining rate is expected to decrease from 45.2% to 7.0%.

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 decrease 17.9% from the same period last year to 2.34 billion yen.

In light of the strong performance, the company has increased its planned annual dividend for the current fiscal year from the original plan of 48 yen to 50 yen (compared to 48 yen in the previous period).

In the most recent three-month period, from July to September (2Q), the consolidated ordinary profit/loss turned to a profit of 0.99 billion yen (compared to a loss of 0.95 billion yen in the same period last year). However, the operating profit margin worsened from 5.3% in the same period last year to 3.6%.

Kabutan News

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 36,794 -120 1,701 958 41.1 45.8 Nov 10, 2023 J-GAAP
Apr - Sep, 2024 40,809 2,105 1,064 575 24.7 27.1 Nov 8, 2024 J-GAAP
Apr - Sep, 2025 42,675 1,507 1,301 1,332 57.2 35.6 Nov 11, 2025 J-GAAP
YoY +4.6% -28.4% +22.3% +131.7% +131.7%

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 41,000 1,200 350 350 15.0 24 Aug 6, 2025 J-GAAP
Apr - Sep, 2025 Results 42,675 1,507 1,301 1,332 57.2 25 Nov 11, 2025 J-GAAP
Revision Rate +4.1% +25.6% +271.7% +280.6% +280.9%

Guidance Update

Full Year Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2026 Prev 84,000 3,000 2,150 1,600 68.6 48 Aug 6, 2025 J-GAAP
Mar, 2026 New 87,500 4,000 3,650 3,000 128.7 50 Nov 11, 2025 J-GAAP
Revision Rate +4.2% +33.3% +69.8% +87.5% +87.5%

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 42,075 2,121 2,862 1,652 70.9 24 May 15, 2025 J-GAAP
Oct - Mar, 2025 Guidance 44,825 2,493 2,349 1,668 71.6 25 Nov 11, 2025 J-GAAP
YoY +6.5% +17.5% -17.9% +1.0% +0.9%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 76,895 1,617 3,710 1,511 64.9 44 May 14, 2024 J-GAAP
Mar, 2025 82,884 4,226 3,926 2,227 95.6 48 May 15, 2025 J-GAAP
Mar, 2026 Guidance 87,500 4,000 3,650 3,000 128.7 50 Nov 11, 2025 J-GAAP
YoY +5.6% -5.3% -7.0% +34.7% +34.7%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Jul - Sep, 2024 19,932 1,049 -953 -1,153 -49.5 5.3 Nov 8, 2024 J-GAAP
Oct - Dec, 2024 21,021 995 2,649 1,982 85.0 4.7 Feb 12, 2025 J-GAAP
Jan - Mar, 2025 21,054 1,126 213 -330 -14.2 5.3 May 15, 2025 J-GAAP
Apr - Jun, 2025 21,004 734 311 320 13.7 3.5 Aug 6, 2025 J-GAAP
Jul - Sep, 2025 21,671 773 990 1,012 43.4 3.6 Nov 11, 2025 J-GAAP
YoY +8.7% -26.3% － － －

Related Articles