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Yuki Gosei Kogyo, Ordinary Profit Forecast for the Fiscal Year Revised Downward to 180-330 Million Yen
4531 Yuki Gosei Kogyo Co.,Ltd. 【J-GAAP】
Earnings ReportYuki Gosei Kogyo Co.,Ltd. <4531> [TSE Std] announced its financial results in the afternoon session on January 30th (15:00). The ordinary profit (non-consolidated) for the cumulative third quarter of the fiscal year ending March 2026 (April to December) dropped 45.4% from the same period last year to 318 million yen.
In addition, the full-year forecast for ordinary profit has been revised downward from the previous estimate of 800 million yen to a new range of 180 million to 330 million yen.
In the most recent three-month period, from October to December (3Q), the ordinary profit dropped to 91 million yen, a 37.2% decrease compared to the same period last year. The operating profit margin worsened from 3.8% in the same period last year to 3.2%.
Note: If the earnings forecast is disclosed as a range, the article is based on the midpoint of that range.
Kabutan News
Actual Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Progress Rate vs. First Half | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Apr - Dec, 2023 | 8,925 | 487 | 485 | 356 | 16.3 | 42.9 | Jan 31, 2024 | J-GAAP |
| Apr - Dec, 2024 | 10,839 | 623 | 582 | 471 | 21.7 | 51.1 | Jan 31, 2025 | J-GAAP |
| Apr - Dec, 2025 | 11,017 | 364 | 318 | 238 | 11.1 | 124.7 | Jan 30, 2026 | J-GAAP |
| YoY | +1.6% | -41.6% | -45.4% | -49.5% | -49.1% |
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 | 7,479 | 588 | 573 | 435 | 20.1 | 10 | Oct 31, 2025 | J-GAAP |
| Oct - Mar, 2025 New | 7,579 | 68 | 28 | 170 | 7.9 | 10 | Jan 30, 2026 | J-GAAP |
| Revision Rate | +1.3% | -88.4% | -95.1% | -60.9% | -60.9% |
Full Year Update
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Mar, 2026 Prev | 15,300 | 850 | 800 | 600 | 27.8 | 10 | May 15, 2025 | J-GAAP |
| Mar, 2026 New | 15,400 | 330 | 255 | 335 | 15.5 | 10 | Jan 30, 2026 | J-GAAP |
| Revision Rate | +0.7% | -61.2% | -68.1% | -44.2% | -44.2% |
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 | 7,931 | 732 | 702 | 530 | 24.5 | 9 | May 15, 2025 | J-GAAP |
| Oct - Mar, 2025 Guidance | 7,579 | 68 | 28 | 170 | 7.9 | 10 | Jan 30, 2026 | J-GAAP |
| YoY | -4.4% | -90.7% | -96.0% | -67.9% | -67.9% |
Current Period Guidance
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Mar, 2024 | 12,932 | 1,125 | 1,130 | 776 | 35.6 | 8 | May 15, 2024 | J-GAAP |
| Mar, 2025 | 15,128 | 1,216 | 1,139 | 896 | 41.4 | 9 | May 15, 2025 | J-GAAP |
| Mar, 2026 Guidance | 15,400 | 330 | 255 | 335 | 15.5 | 10 | Jan 30, 2026 | J-GAAP |
| YoY | +1.8% | -72.9% | -77.6% | -62.6% | -62.6% |
Quarterly Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Operating Profit Margin | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Oct - Dec, 2024 | 3,642 | 139 | 145 | 105 | 4.9 | 3.8 | Jan 31, 2025 | J-GAAP |
| Jan - Mar, 2025 | 4,289 | 593 | 557 | 425 | 19.6 | 13.8 | May 15, 2025 | J-GAAP |
| Apr - Jun, 2025 | 3,995 | 136 | 127 | 96 | 4.5 | 3.4 | Jul 31, 2025 | J-GAAP |
| Jul - Sep, 2025 | 3,826 | 126 | 100 | 69 | 3.2 | 3.3 | Oct 31, 2025 | J-GAAP |
| Oct - Dec, 2025 | 3,196 | 102 | 91 | 73 | 3.4 | 3.2 | Jan 30, 2026 | J-GAAP |
| YoY | -12.2% | -26.6% | -37.2% | -30.5% | -30.1% |
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