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APPLIED TECH, Ordinary Profit Forecast for Last Fiscal Year Revised Upward to an Unexpected 28% Increase, Highest in Two Terms, Dividend Revised Upward by 10 Yen
4356 APPLIED TECHNOLOGY CO.,LTD. 【J-GAAP】
Guidance Update ReportAPPLIED TECHNOLOGY CO.,LTD. <4356> [TSE Std] announced a revision to its performance and dividend after the market closed on January 28th (15:30). The ordinary profit (non-consolidated) forecast for the fiscal year ending December 2025 has been revised upward 36.5%, from the previous forecast of 0.93 billion yen to 1.27 billion yen (compared to 0.99 billion yen in the previous period), reaches new record high for the first time in two terms, turning to a 27.9% increase in the ordinary profit outlook.
Based on the upwardly revised full-year plan announced by the company, our calculation indicates that the July to December period (second half) ordinary profit is expected to increase 2.2 times, from the previous forecast of 0.27 billion yen to 0.61 billion yen (compared to 0.43 billion yen in the same period of the previous year), turning to a 40.3% increase in the ordinary profit outlook.
In light of the strong performance, the company has significantly increased its planned year-end lump-sum dividend for the last fiscal year from the original plan of 30 yen to 40 yen (compared to 30 yen 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 |
|---|---|---|---|---|---|---|---|---|
| Jul - Dec, 2025 Prev | 3,487 | 283 | 274 | 183 | 32.1 | 30 | Aug 12, 2025 | J-GAAP |
| Jul - Dec, 2025 New | 3,841 | 562 | 616 | 452 | 79.2 | 40 | Jan 28, 2026 | J-GAAP |
| Revision Rate | +10.2% | +98.6% | +124.8% | +147.0% | +147.2% |
Full Year Update
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Dec, 2025 Prev | 7,100 | 920 | 936 | 645 | 113.0 | 30 | Feb 10, 2025 | J-GAAP |
| Dec, 2025 New | 7,454 | 1,199 | 1,278 | 914 | 160.2 | 40 | Jan 28, 2026 | J-GAAP |
| Revision Rate | +5.0% | +30.3% | +36.5% | +41.7% | +41.8% |
Current Period Guidance
Second Half Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Jul - Dec, 2024 | 4,043 | 386 | 439 | 338 | 59.3 | 30 | Feb 10, 2025 | J-GAAP |
| Jul - Dec, 2025 Guidance | 3,841 | 562 | 616 | 452 | 79.2 | 40 | Jan 28, 2026 | J-GAAP |
| YoY | -5.0% | +45.6% | +40.3% | +33.7% | +33.7% |
Current Period Guidance
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Dec, 2023 | 7,419 | 978 | 1,048 | 716 | 125.4 | 30 | Feb 8, 2024 | J-GAAP |
| Dec, 2024 | 7,837 | 937 | 999 | 725 | 127.1 | 30 | Feb 10, 2025 | J-GAAP |
| Dec, 2025 Guidance | 7,454 | 1,199 | 1,278 | 914 | 160.2 | 40 | Jan 28, 2026 | J-GAAP |
| YoY | -4.9% | +28.0% | +27.9% | +26.1% | +26.1% |
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