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MAEZAWA KYUSO INDUSTRIES, Ordinary Profit Forecast for the Fiscal Year Revised Upward by 21%
6485 MAEZAWA KYUSO INDUSTRIES CO.,LTD. 【J-GAAP】
Earnings ReportMAEZAWA KYUSO INDUSTRIES CO.,LTD. <6485> [TSE Std] announced its financial results after the market closed on November 11th (15:30). The ordinary profit (non-consolidated) for the cumulative second quarter of the fiscal year ending March 2026 (April to September) decreased 8.4% from the previous period to 1.52 billion yen.
However, the full-year forecast for ordinary profit has been revised upward 20.7%, from the previous forecast of 2.42 billion yen to 2.92 billion yen.
Based on the first-half performance announced by the company and the full-year plan, our calculation indicates that the ordinary profit for the October to March period (second half) is expected to decrease 8.1% from the previous period to 1.39 billion yen.
In the most recent three-month period, from July to September (2Q), the ordinary profit decreased to 0.79 billion yen, a 9.7% decrease compared to the same period last year. The operating profit margin decreased from 10.5% in the same period last year to 9.1%.
Note: Since the current fiscal year, the company has transitioned to non-consolidated financial statements.
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 | 15,636 | 1,190 | 1,259 | 808 | 37.1 | 48.5 | Nov 13, 2023 | J-GAAP |
| Apr - Sep, 2024 | 15,716 | 1,583 | 1,669 | 1,114 | 52.8 | 52.4 | Nov 11, 2024 | J-GAAP |
| Apr - Sep, 2025 | 15,739 | 1,402 | 1,528 | 1,664 | 80.7 | 52.3 | Nov 11, 2025 | J-GAAP |
| YoY | +0.1% | -11.4% | -8.4% | +49.4% | +52.7% |
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 | 16,100 | 1,070 | 1,150 | 1,130 | 55.5 | 30 | Aug 7, 2025 | J-GAAP |
| Apr - Sep, 2025 Results | 15,739 | 1,402 | 1,528 | 1,664 | 80.7 | 30 | Nov 11, 2025 | J-GAAP |
| Revision Rate | -2.2% | +31.0% | +32.9% | +47.3% | +45.4% |
Guidance Update
Full Year Update
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Mar, 2026 Prev | 32,000 | 2,250 | 2,420 | 2,000 | 98.2 | 60 | Aug 7, 2025 | J-GAAP |
| Mar, 2026 New | 32,000 | 2,700 | 2,920 | 2,600 | 127.7 | 60 | Nov 11, 2025 | J-GAAP |
| Revision Rate | 0.0% | +20.0% | +20.7% | +30.0% | +30.0% |
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 | 16,241 | 1,463 | 1,515 | 1,265 | 60.4 | 36 | May 13, 2025 | J-GAAP |
| Oct - Mar, 2025 Guidance | 16,261 | 1,298 | 1,392 | 936 | 46.0 | 30 | Nov 11, 2025 | J-GAAP |
| YoY | +0.1% | -11.3% | -8.1% | -26.0% | -23.9% |
Current Period Guidance
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Mar, 2024 | 32,008 | 2,466 | 2,598 | 1,681 | 78.1 | 40 | May 13, 2024 | J-GAAP |
| Mar, 2025 | 31,957 | 3,046 | 3,184 | 2,379 | 113.6 | 57 | May 13, 2025 | J-GAAP |
| Mar, 2026 Guidance | 32,000 | 2,700 | 2,920 | 2,600 | 127.7 | 60 | Nov 11, 2025 | J-GAAP |
| YoY | +0.1% | -11.4% | -8.3% | +9.3% | +12.4% |
Quarterly Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Operating Profit Margin | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Jul - Sep, 2024 | 7,890 | 825 | 877 | 587 | 27.8 | 10.5 | Nov 11, 2024 | J-GAAP |
| Oct - Dec, 2024 | 8,574 | 865 | 894 | 642 | 30.6 | 10.1 | Feb 10, 2025 | J-GAAP |
| Jan - Mar, 2025 | 7,667 | 598 | 621 | 623 | 29.7 | 7.8 | May 13, 2025 | J-GAAP |
| Apr - Jun, 2025 | 7,717 | 672 | 736 | 1,013 | 48.9 | 8.7 | Aug 7, 2025 | J-GAAP |
| Jul - Sep, 2025 | 8,022 | 730 | 792 | 651 | 31.6 | 9.1 | Nov 11, 2025 | J-GAAP |
| YoY | +1.7% | -11.5% | -9.7% | +10.9% | +13.4% |
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