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Yashima Denki, Ordinary Profit Forecast for the Fiscal Year Revised Upward by 7%, Raises Record High Profit Forecast

Fri Jan 30, 2026 3:40 pm JST Earnings

3153 Yashima Denki Co.,Ltd. 【J-GAAP】

Earnings Report

Yashima Denki Co.,Ltd. <3153> [TSE Prime] announced its financial results after the market closed on January 30th (15:40). The consolidated ordinary profit for the cumulative third quarter of the fiscal year ending March 2026 (April to December) surged 2.1 times that of the same period last year, reaching 3.63 billion yen.

In addition, the full-year forecast for consolidated ordinary profit has been revised upward 7.5%, from the previous forecast of 6.70 billion yen to 7.20 billion yen (compared to 5.37 billion yen in the previous period), increasing the growth rate from 24.7% to 34.0%, further surpassing the previous forecast of record-high profits for four 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) is expected to increase 10.5%, from the previous forecast of 4.77 billion yen to 5.27 billion yen (compared to 4.67 billion yen in the same period of the previous year), increasing the growth rate from 2.2% to 12.9%.

In the most recent three-month period, from October to December (3Q), the consolidated ordinary profit increased 70.3% from the same period last year, reaching 1.71 billion yen. The operating profit margin significantly improved from 7.4% in the same period last year to 10.5%.

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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 37,669 1,250 1,336 885 41.7 33.2 Jan 31, 2024 J-GAAP
Apr - Dec, 2024 36,591 1,616 1,703 1,173 55.2 31.7 Jan 31, 2025 J-GAAP
Apr - Dec, 2025 44,742 3,533 3,635 2,363 111.0 50.5 Jan 30, 2026 J-GAAP
YoY +22.3% +118.6% +113.4% +101.4% +101.0%

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 45,285 4,742 4,778 3,387 159.0 45 Oct 31, 2025 J-GAAP
Oct - Mar, 2025 New 46,285 5,242 5,278 3,687 173.1 45 Jan 30, 2026 J-GAAP
Revision Rate +2.2% +10.5% +10.5% +8.9% +8.9%

Full Year Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2026 Prev 74,000 6,600 6,700 4,600 215.9 45 Oct 31, 2025 J-GAAP
Mar, 2026 New 75,000 7,100 7,200 4,900 230.0 45 Jan 30, 2026 J-GAAP
Revision Rate +1.4% +7.6% +7.5% +6.5% +6.5%

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 42,659 4,612 4,676 3,509 165.1 36 May 15, 2025 J-GAAP
Oct - Mar, 2025 Guidance 46,285 5,242 5,278 3,687 173.1 45 Jan 30, 2026 J-GAAP
YoY +8.5% +13.7% +12.9% +5.1% +4.8%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 64,862 3,894 4,019 2,657 125.2 28 May 15, 2024 J-GAAP
Mar, 2025 66,075 5,253 5,373 4,011 188.7 36 May 15, 2025 J-GAAP
Mar, 2026 Guidance 75,000 7,100 7,200 4,900 230.0 45 Jan 30, 2026 J-GAAP
YoY +13.5% +35.2% +34.0% +22.2% +21.9%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Oct - Dec, 2024 13,175 975 1,006 671 31.6 7.4 Jan 31, 2025 J-GAAP
Jan - Mar, 2025 29,484 3,637 3,670 2,838 133.5 12.3 May 15, 2025 J-GAAP
Apr - Jun, 2025 13,395 699 731 481 22.6 5.2 Jul 31, 2025 J-GAAP
Jul - Sep, 2025 15,320 1,159 1,191 732 34.4 7.6 Oct 31, 2025 J-GAAP
Oct - Dec, 2025 16,027 1,675 1,713 1,150 54.0 10.5 Jan 30, 2026 J-GAAP
YoY +21.6% +71.8% +70.3% +71.4% +71.0%

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