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UACJ, Net Income Forecast for the Fiscal Year Revised Upward by 15%

Tue Nov 11, 2025 2:00 pm JST Earnings

5741 UACJ Corporation 【IFRS】

Earnings Report

UACJ Corporation <5741> [TSE Prime] announced its financial results (based on IFRS) in the afternoon session on November 11th (14:00). The consolidated net income for the cumulative second quarter of the fiscal year ending March 2026 (April to September) significantly dropped 55.9% from the same period last year to 7.36 billion yen.

However, the full-year forecast for consolidated net income has been revised upward 15.0%, from the previous forecast of 20.0 billion yen to 23.0 billion yen (compared to 27.9 billion yen in the previous period), and the declining rate is expected to decrease from 28.5% to 17.8%.

Based on the first-half performance announced by the company and the full-year plan, our calculation indicates that the consolidated net income for the October to March period (second half) is expected to expand 38.7% from the same period last year, reaching 15.6 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 100 yen to 102 yen (compared to 150 yen before the 4-for-1 forward stock split in the previous period).

In the most recent three-month period, from July to September (2Q), the consolidated net income surged 3.0 times that of the same period last year, reaching 6.05 billion yen. However, the operating profit margin worsened from 5.8% in the same period last year to 5.1%.

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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 434,943 12,902 10,123 4,549 23.6 46.1 Nov 9, 2023 IFRS
Apr - Sep, 2024 487,101 35,700 26,033 16,706 86.6 60.5 Nov 7, 2024 IFRS
Apr - Sep, 2025 540,125 22,627 14,537 7,369 40.7 ー Nov 11, 2025 IFRS
YoY +10.9% -36.6% -44.2% -55.9% -53.0%

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 ー ー ー ー － 20 May 13, 2025 IFRS
Apr - Sep, 2025 Results 540,125 22,627 14,537 7,369 40.7 20 Nov 11, 2025 IFRS
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 1,040,000 45,000 ー 20,000 110.5 40 Aug 6, 2025 IFRS
Mar, 2026 New 1,100,000 55,000 ー 23,000 127.1 42 Nov 11, 2025 IFRS
Revision Rate +5.8% +22.2% － +15.0% +15.0%

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 511,680 21,661 16,995 11,273 59.0 20 May 13, 2025 IFRS
Oct - Mar, 2025 Guidance 559,875 32,373 ー 15,631 86.3 22 Nov 11, 2025 IFRS
YoY +9.4% +49.5% － +38.7% +46.3%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 892,781 31,378 21,969 13,858 71.9 22.50 May 13, 2024 IFRS
Mar, 2025 998,781 57,361 43,028 27,979 146.5 37.50 May 13, 2025 IFRS
Mar, 2026 Guidance 1,100,000 55,000 ー 23,000 127.1 42 Nov 11, 2025 IFRS
YoY +10.1% -4.1% － -17.8% -13.3%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Jul - Sep, 2024 239,533 13,814 5,214 2,044 10.6 5.8 Nov 7, 2024 IFRS
Oct - Dec, 2024 251,260 13,563 13,934 8,260 42.8 5.4 Feb 12, 2025 IFRS
Jan - Mar, 2025 260,420 8,098 3,061 3,013 15.8 3.1 May 13, 2025 IFRS
Apr - Jun, 2025 261,959 8,491 3,690 1,312 7.3 3.2 Aug 6, 2025 IFRS
Jul - Sep, 2025 278,166 14,136 10,847 6,057 33.5 5.1 Nov 11, 2025 IFRS
YoY +16.1% +2.3% +108.0% +196.3% +215.9%

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