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Aichi Tokei Denki, Ordinary Profit Forecast for the Fiscal Year Revised Upward by 3%, Raises Record High Profit Forecast, Dividend Revised Upward by 23 Yen

Fri Jan 30, 2026 3:30 pm JST Earnings

7723 Aichi Tokei Denki Co.,Ltd. 【J-GAAP】

Earnings Report

Aichi Tokei Denki Co.,Ltd. <7723> [TSE Prime] announced its financial results after the market closed on January 30th (15:30). The consolidated ordinary profit for the cumulative third quarter of the fiscal year ending March 2026 (April to December) expanded 3.88 billion yen, an increase 41.8% compared to the same period last year.

In addition, the full-year forecast for consolidated ordinary profit has been revised upward 3.0%, from the previous forecast of 5.01 billion yen to 5.16 billion yen (compared to 4.76 billion yen in the previous period), increasing the growth rate from 5.2% to 8.3%, further surpassing the previous forecast of record-high profits for two consecutive terms.

Based on the full-year plan announced by the company after the upward revision, our estimate of the consolidated ordinary profit for the October to March period (second half) has been revised upward 4.9%, from the previous forecast of 3.05 billion yen to 3.20 billion yen (compared to 3.28 billion yen in the same period of the previous year), and the declining rate is expected to decrease from 6.9% to 2.3%.

In light of the strong performance, the company has increased its planned annual dividend for the current fiscal year from the original plan of 90 yen to 113 yen (compared to 75 yen in the previous period).

In the most recent three-month period, from October to December (3Q), the consolidated ordinary profit increased 53.5% from the same period last year, reaching 1.92 billion yen. The operating profit margin drastically improved from 7.0% in the same period last year to 12.2%.

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Actual Results

Accumulated Results 3rd Quarter
Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Progress Rate vs. First Half Announce Accounting Standards
Apr - Dec, 2023 37,290 2,986 3,399 2,544 166.0 79.7 Jan 31, 2024 J-GAAP
Apr - Dec, 2024 38,918 2,296 2,737 2,002 130.3 57.5 Jan 31, 2025 J-GAAP
Apr - Dec, 2025 41,587 3,345 3,880 2,844 184.8 75.2 Jan 30, 2026 J-GAAP
YoY +6.9% +45.7% +41.8% +42.1% +41.8%

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 29,397 2,974 3,053 2,238 145.3 45 Nov 4, 2025 J-GAAP
Oct - Mar, 2025 New 30,137 3,004 3,203 3,188 207.0 68 Jan 30, 2026 J-GAAP
Revision Rate +2.5% +1.0% +4.9% +42.4% +42.4%

Full Year Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2026 Prev 56,920 4,610 5,010 3,670 238.3 90 May 9, 2025 J-GAAP
Mar, 2026 New 57,660 4,640 5,160 4,620 300.0 113 Jan 30, 2026 J-GAAP
Revision Rate +1.3% +0.7% +3.0% +25.9% +25.9%

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 28,698 2,581 3,280 2,473 160.9 40 May 9, 2025 J-GAAP
Oct - Mar, 2025 Guidance 30,137 3,004 3,203 3,188 207.0 68 Jan 30, 2026 J-GAAP
YoY +5.0% +16.4% -2.3% +28.9% +28.6%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 51,225 3,617 4,265 3,174 206.9 64 May 10, 2024 J-GAAP
Mar, 2025 54,286 3,940 4,764 3,533 229.9 75 May 9, 2025 J-GAAP
Mar, 2026 Guidance 57,660 4,640 5,160 4,620 300.0 113 Jan 30, 2026 J-GAAP
YoY +6.2% +17.8% +8.3% +30.8% +30.5%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Oct - Dec, 2024 13,330 937 1,253 942 61.3 7.0 Jan 31, 2025 J-GAAP
Jan - Mar, 2025 15,368 1,644 2,027 1,531 99.6 10.7 May 9, 2025 J-GAAP
Apr - Jun, 2025 12,517 838 1,073 772 50.2 6.7 Jul 31, 2025 J-GAAP
Jul - Sep, 2025 15,006 798 884 660 42.9 5.3 Nov 4, 2025 J-GAAP
Oct - Dec, 2025 14,064 1,709 1,923 1,412 91.8 12.2 Jan 30, 2026 J-GAAP
YoY +5.5% +82.4% +53.5% +49.9% +49.6%

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