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Denyo, Jul-Sep (2Q) Ordinary Profit Increases by 13%, Current Fiscal Year Dividend Revised Upward by 20 Yen
6517 Denyo Co.,Ltd. 【J-GAAP】
Earnings ReportDenyo Co.,Ltd. <6517> [TSE Prime] announced its financial results in the afternoon session on November 13th (14:00). The consolidated ordinary profit for the cumulative second quarter of the fiscal year ending March 2026 (April to September) decreased 27.8% from the same period last year to 2.47 billion yen. Progress toward the full-year plan of 7.70 billion yen was 32.1%, also falling below the five-year average of 35.3%.
Based on the first-half performance announced by the company and the unchanged full-year plan, our calculation indicates that the consolidated ordinary profit for the October to March period (second half) is expected to grow 14.2% from the same period last year, reaching 5.22 billion yen.
At the same time, the company has increased its planned annual dividend for the current fiscal year from the original plan of 80 yen to 100 yen (compared to 75 yen in the previous period).
In the most recent three-month period, from July to September (2Q), the consolidated ordinary profit grew 13.4% from the same period last year, reaching 1.70 billion yen. The operating profit margin improved from 7.9% in the same period last year to 8.8%.
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 | 34,201 | 2,167 | 2,305 | 1,598 | 77.5 | 31.2 | Nov 9, 2023 | J-GAAP |
| Apr - Sep, 2024 | 34,020 | 3,089 | 3,427 | 2,294 | 111.1 | 42.8 | Nov 14, 2024 | J-GAAP |
| Apr - Sep, 2025 | 31,851 | 2,169 | 2,474 | 1,617 | 79.1 | 32.1 | Nov 13, 2025 | J-GAAP |
| YoY | -6.4% | -29.8% | -27.8% | -29.5% | -28.8% |
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 | 34,000 | 2,700 | 2,900 | 2,000 | 97.8 | 35 | May 8, 2025 | J-GAAP |
| Apr - Sep, 2025 Results | 31,851 | 2,169 | 2,474 | 1,617 | 79.1 | 45 | Nov 13, 2025 | J-GAAP |
| Revision Rate | -6.3% | -19.7% | -14.7% | -19.2% | -19.1% |
Guidance Update
Full Year Update
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Mar, 2026 Prev | 72,000 | 7,300 | 7,700 | 5,100 | 249.4 | 80 | May 8, 2025 | J-GAAP |
| Mar, 2026 New | 72,000 | 7,300 | 7,700 | 5,100 | 249.4 | 100 | Nov 13, 2025 | J-GAAP |
| Revision Rate | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% |
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 | 36,733 | 4,304 | 4,575 | 3,353 | 162.7 | 45 | May 8, 2025 | J-GAAP |
| Oct - Mar, 2025 Guidance | 40,149 | 5,131 | 5,226 | 3,483 | 170.4 | 55 | Nov 13, 2025 | J-GAAP |
| YoY | +9.3% | +19.2% | +14.2% | +3.9% | +4.7% |
Current Period Guidance
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Mar, 2024 | 73,140 | 7,089 | 7,378 | 5,095 | 246.8 | 64 | May 9, 2024 | J-GAAP |
| Mar, 2025 | 70,753 | 7,393 | 8,002 | 5,647 | 274.0 | 75 | May 8, 2025 | J-GAAP |
| Mar, 2026 Guidance | 72,000 | 7,300 | 7,700 | 5,100 | 249.4 | 100 | Nov 13, 2025 | J-GAAP |
| YoY | +1.8% | -1.3% | -3.8% | -9.7% | -9.0% |
Quarterly Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Operating Profit Margin | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Jul - Sep, 2024 | 17,312 | 1,373 | 1,507 | 1,035 | 50.1 | 7.9 | Nov 14, 2024 | J-GAAP |
| Oct - Dec, 2024 | 18,504 | 2,212 | 2,398 | 1,753 | 84.9 | 12.0 | Feb 13, 2025 | J-GAAP |
| Jan - Mar, 2025 | 18,229 | 2,092 | 2,177 | 1,600 | 77.6 | 11.5 | May 8, 2025 | J-GAAP |
| Apr - Jun, 2025 | 14,089 | 613 | 765 | 484 | 23.7 | 4.4 | Aug 7, 2025 | J-GAAP |
| Jul - Sep, 2025 | 17,762 | 1,556 | 1,709 | 1,133 | 55.4 | 8.8 | Nov 13, 2025 | J-GAAP |
| YoY | +2.6% | +13.3% | +13.4% | +9.5% | +10.5% |
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