kabutan

Carlit, Ordinary Profit Forecast for the Fiscal Year Revised Upward by 10%, Highest in Two Terms, Dividend Revised Upward by 2 Yen

Wed Nov 12, 2025 3:30 pm JST Earnings

4275 Carlit Co., Ltd. 【J-GAAP】

Earnings Report

Carlit Co., Ltd. <4275> [TSE Prime] announced its financial results after the market closed on November 12th (15:30). The consolidated ordinary profit for the cumulative second quarter of the fiscal year ending March 2026 (April to September) increased 19.9% from the same period last year, reaching 1.65 billion yen, resulting in an increase in profits compared to the previous forecast of a 13.2% decrease.

In addition, the full-year forecast for consolidated ordinary profit has been revised upward 10.4%, from the previous forecast of 3.35 billion yen to 3.70 billion yen (compared to 3.32 billion yen in the previous period), increasing the growth rate from 0.9% to 11.4%, reaches new record high for the first time in two terms.

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 5.4% from the same period last year, reaching 2.04 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 36 yen to 38 yen (compared to 36 yen in the previous period).

In the most recent three-month period, from July to September (2Q), the consolidated ordinary profit grew 26.7% from the same period last year, reaching 1.07 billion yen. The operating profit margin improved from 8.8% in the same period last year to 11.6%.

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 17,672 1,384 1,564 1,173 49.6 43.4 Oct 30, 2023 J-GAAP
Apr - Sep, 2024 18,045 1,194 1,382 951 40.4 41.6 Nov 8, 2024 J-GAAP
Apr - Sep, 2025 17,763 1,504 1,657 1,149 49.8 44.8 Nov 12, 2025 J-GAAP
YoY -1.6% +26.0% +19.9% +20.8% +23.4%

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 18,500 1,100 1,200 800 35.2 0 May 15, 2025 J-GAAP
Apr - Sep, 2025 Results 17,763 1,504 1,657 1,149 49.8 0 Nov 12, 2025 J-GAAP
Revision Rate -4.0% +36.7% +38.1% +43.6% +41.6%

Guidance Update

Full Year Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2026 Prev 39,000 3,100 3,350 2,700 119.2 36 May 15, 2025 J-GAAP
Mar, 2026 New 38,000 3,500 3,700 2,850 125.8 38 Nov 12, 2025 J-GAAP
Revision Rate -2.6% +12.9% +10.4% +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 18,869 1,852 1,938 1,619 68.7 36 May 15, 2025 J-GAAP
Oct - Mar, 2025 Guidance 20,237 1,996 2,043 1,701 75.1 38 Nov 12, 2025 J-GAAP
YoY +7.2% +7.8% +5.4% +5.1% +9.2%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 36,577 3,352 3,600 2,598 109.9 33 May 15, 2024 J-GAAP
Mar, 2025 36,914 3,046 3,320 2,570 109.1 36 May 15, 2025 J-GAAP
Mar, 2026 Guidance 38,000 3,500 3,700 2,850 125.8 38 Nov 12, 2025 J-GAAP
YoY +2.9% +14.9% +11.4% +10.9% +15.3%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Jul - Sep, 2024 9,285 816 849 586 24.9 8.8 Nov 8, 2024 J-GAAP
Oct - Dec, 2024 9,315 723 819 513 21.8 7.8 Feb 12, 2025 J-GAAP
Jan - Mar, 2025 9,554 1,129 1,119 1,106 46.9 11.8 May 15, 2025 J-GAAP
Apr - Jun, 2025 8,655 445 581 299 12.8 5.1 Aug 8, 2025 J-GAAP
Jul - Sep, 2025 9,108 1,059 1,076 850 36.9 11.6 Nov 12, 2025 J-GAAP
YoY -1.9% +29.8% +26.7% +45.1% +48.2%

Related Articles