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Kumagai Gumi, Net Income Forecast for the Fiscal Year Revised Upward by 20%, Dividend Revised Upward by 5 Yen

Thu Jan 8, 2026 3:45 pm JST Revision

1861 Kumagai Gumi Co.,Ltd. 【J-GAAP】

Guidance Update Report

Kumagai Gumi Co.,Ltd. <1861> [TSE Prime] announced a revision to its performance and dividend after the market closed on January 8th (15:45). The consolidated net income forecast for the fiscal year ending March 2026 has been revised upward 20.1%, from the previous forecast of 15.4 billion yen to 18.5 billion yen (compared to 9.35 billion yen in the previous period), increasing the growth rate from 64.6% to 97.8%.

Based on the upwardly revised full-year plan announced by the company, our calculation indicates that the October to March period (second half) consolidated net income is expected to increase 29.7%, from the previous forecast of 10.4 billion yen to 13.5 billion yen (compared to 8.82 billion yen in the same period of the previous year), increasing the growth rate from 18.3% to 53.5%.

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 105 yen (compared to 130 yen before the 4-for-1 forward stock split in the previous period).

Kabutan News

Guidance Update

Second Half Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Oct - Mar, 2025 Prev 270,486 15,425 15,433 10,447 60.8 20 Nov 13, 2025 J-GAAP
Oct - Mar, 2025 New 270,486 15,425 15,433 13,547 78.8 25 Jan 8, 2026 J-GAAP
Revision Rate 0.0% 0.0% 0.0% +29.7% +29.7%

Full Year Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2026 Prev 493,000 22,800 23,000 15,400 89.6 40 Aug 8, 2025 J-GAAP
Mar, 2026 New 493,000 22,800 23,000 18,500 107.7 45 Jan 8, 2026 J-GAAP
Revision Rate 0.0% 0.0% 0.0% +20.1% +20.1%

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 279,089 13,060 13,162 8,828 51.4 32.50 May 15, 2025 J-GAAP
Oct - Mar, 2025 Guidance 270,486 15,425 15,433 13,547 78.8 25 Jan 8, 2026 J-GAAP
YoY -3.1% +18.1% +17.3% +53.5% +53.5%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 443,193 12,649 13,040 8,316 48.1 32.50 May 14, 2024 J-GAAP
Mar, 2025 498,581 14,299 14,411 9,354 54.4 32.50 May 15, 2025 J-GAAP
Mar, 2026 Guidance 493,000 22,800 23,000 18,500 107.7 45 Jan 8, 2026 J-GAAP
YoY -1.1% +59.5% +59.6% +97.8% +97.8%

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