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ASAHI YUKIZAI, Ordinary Profit Forecast for the Fiscal Year Revised Downward by 4%

Fri Jan 30, 2026 4:00 pm JST Earnings

4216 ASAHI YUKIZAI CORPORATION 【J-GAAP】

Earnings Report

ASAHI YUKIZAI CORPORATION <4216> [TSE Prime] announced its financial results after the market closed on January 30th (16:00). The consolidated ordinary profit for the cumulative third quarter of the fiscal year ending March 2026 (April to December) dropped 31.2% from the same period last year to 6.16 billion yen.

In addition, the full-year forecast for consolidated ordinary profit has decreased 3.9%, from the previous forecast of 7.60 billion yen to 7.30 billion yen (compared to 11.2 billion yen in the previous period), leading to an increase in the profit decline rate from 32.4% to 35.1%.

Based on the full-year plan announced by the company after the downward revision, our estimate of the consolidated ordinary profit for the October to March period (second half) has decreased 9.5%, from the previous forecast of 3.15 billion yen to 2.85 billion yen (compared to 5.44 billion yen in the same period of the previous year), leading to an increase in the profit decline rate from 42.0% to 47.6%.

In the most recent three-month period, from October to December (3Q), the consolidated ordinary profit dropped to 1.72 billion yen, a 45.5% decrease compared to the same period last year. The operating profit margin significantly dropped from 13.3% in the same period last year to 7.8%.

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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 66,096 12,455 12,749 8,175 426.6 79.3 Jan 31, 2024 J-GAAP
Apr - Dec, 2024 63,175 8,744 8,970 6,074 319.4 79.7 Jan 31, 2025 J-GAAP
Apr - Dec, 2025 59,675 5,889 6,169 4,025 214.3 84.5 Jan 30, 2026 J-GAAP
YoY -5.5% -32.7% -31.2% -33.7% -32.9%

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 40,157 3,149 3,155 2,089 111.2 60 Oct 31, 2025 J-GAAP
Oct - Mar, 2025 New 40,157 2,649 2,855 1,789 95.2 60 Jan 30, 2026 J-GAAP
Revision Rate 0.0% -15.9% -9.5% -14.4% -14.4%

Full Year Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2026 Prev 80,000 7,500 7,600 5,100 271.5 120 Sep 26, 2025 J-GAAP
Mar, 2026 New 80,000 7,000 7,300 4,800 255.5 120 Jan 30, 2026 J-GAAP
Revision Rate 0.0% -6.7% -3.9% -5.9% -5.9%

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 43,432 5,234 5,444 3,809 200.5 55 May 15, 2025 J-GAAP
Oct - Mar, 2025 Guidance 40,157 2,649 2,855 1,789 95.2 60 Jan 30, 2026 J-GAAP
YoY -7.5% -49.4% -47.6% -53.0% -52.5%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 87,426 15,576 16,076 11,382 594.3 100 May 15, 2024 J-GAAP
Mar, 2025 85,162 11,121 11,250 7,624 401.3 110 May 15, 2025 J-GAAP
Mar, 2026 Guidance 80,000 7,000 7,300 4,800 255.5 120 Jan 30, 2026 J-GAAP
YoY -6.1% -37.1% -35.1% -37.0% -36.3%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Oct - Dec, 2024 21,445 2,857 3,164 2,259 118.8 13.3 Jan 31, 2025 J-GAAP
Jan - Mar, 2025 21,987 2,377 2,280 1,550 81.6 10.8 May 15, 2025 J-GAAP
Apr - Jun, 2025 20,009 2,163 2,153 1,360 72.4 10.8 Jul 31, 2025 J-GAAP
Jul - Sep, 2025 19,834 2,188 2,292 1,651 87.9 11.0 Oct 31, 2025 J-GAAP
Oct - Dec, 2025 19,832 1,538 1,724 1,014 54.0 7.8 Jan 30, 2026 J-GAAP
YoY -7.5% -46.2% -45.5% -55.1% -54.6%

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