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YONDENKO, Ordinary Profit Forecast for the Fiscal Year Revised Upward by 13%, Dividend Revised Upward by 7 Yen

Fri Jan 30, 2026 4:30 pm JST Earnings

1939 YONDENKO CORPORATION 【J-GAAP】

Earnings Report

YONDENKO CORPORATION <1939> [TSE Prime] announced its financial results after the market closed on January 30th (16:30). The consolidated ordinary profit for the cumulative third quarter of the fiscal year ending March 2026 (April to December) decreased 9.7% from the same period last year to 5.88 billion yen.

However, the full-year forecast for consolidated ordinary profit has been revised upward 13.3%, from the previous forecast of 7.50 billion yen to 8.50 billion yen (compared to 8.53 billion yen in the previous period), and the declining rate is expected to decrease from 12.1% to 0.4%.

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 27.8%, from the previous forecast of 3.59 billion yen to 4.59 billion yen (compared to 3.76 billion yen in the same period of the previous year), turning to a 22.1% increase in the consolidated ordinary profit outlook.

In light of the strong performance, the company has increased its planned annual dividend for the current fiscal year from the original plan of 65 yen to 72 yen.

In the most recent three-month period, from October to December (3Q), the consolidated ordinary profit grew 13.5% from the same period last year, reaching 1.98 billion yen. The operating profit margin improved from 6.7% 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 63,061 4,352 4,654 3,062 64.8 66.4 Jan 31, 2024 J-GAAP
Apr - Dec, 2024 75,112 6,242 6,513 3,920 83.0 76.3 Jan 31, 2025 J-GAAP
Apr - Dec, 2025 68,130 5,552 5,881 4,035 85.3 69.2 Jan 30, 2026 J-GAAP
YoY -9.3% -11.1% -9.7% +2.9% +2.8%

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 56,397 3,365 3,599 2,341 49.5 33 Oct 31, 2025 J-GAAP
Oct - Mar, 2025 New 56,397 4,365 4,599 3,341 70.6 40 Jan 30, 2026 J-GAAP
Revision Rate 0.0% +29.7% +27.8% +42.7% +42.7%

Full Year Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2026 Prev 100,000 7,000 7,500 5,000 105.6 65 Apr 30, 2025 J-GAAP
Mar, 2026 New 100,000 8,000 8,500 6,000 126.8 72 Jan 30, 2026 J-GAAP
Revision Rate 0.0% +14.3% +13.3% +20.0% +20.0%

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 56,259 3,528 3,768 2,428 51.4 35 Apr 30, 2025 J-GAAP
Oct - Mar, 2025 Guidance 56,397 4,365 4,599 3,341 70.6 40 Jan 30, 2026 J-GAAP
YoY +0.2% +23.7% +22.1% +37.6% +37.4%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 92,112 6,444 7,012 4,571 96.7 46.67 Apr 26, 2024 J-GAAP
Mar, 2025 105,877 8,073 8,536 5,173 109.5 65 Apr 30, 2025 J-GAAP
Mar, 2026 Guidance 100,000 8,000 8,500 6,000 126.8 72 Jan 30, 2026 J-GAAP
YoY -5.6% -0.9% -0.4% +16.0% +15.8%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Oct - Dec, 2024 25,494 1,697 1,745 1,175 24.9 6.7 Jan 31, 2025 J-GAAP
Jan - Mar, 2025 30,765 1,831 2,023 1,253 26.5 6.0 Apr 30, 2025 J-GAAP
Apr - Jun, 2025 20,264 1,462 1,539 1,051 22.2 7.2 Jul 31, 2025 J-GAAP
Jul - Sep, 2025 23,339 2,173 2,362 1,608 34.0 9.3 Oct 31, 2025 J-GAAP
Oct - Dec, 2025 24,527 1,917 1,980 1,376 29.1 7.8 Jan 30, 2026 J-GAAP
YoY -3.8% +13.0% +13.5% +17.1% +17.0%

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