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OTSUKA, 2% Decrease in Ordinary Profit for The Current Fiscal Year, Increased Previous Year's Dividend by 5 Yen, This Fiscal Year to Increase Dividend by 5 Yen
4768 OTSUKA CORPORATION 【J-GAAP】
Earnings ReportOTSUKA CORPORATION <4768> [TSE Prime] announced its financial results after the market closed on February 2nd (15:30). The consolidated ordinary profit for the fiscal year ended December 2025 increased by 20.5% from the previous period to 91.5 billion yen. However, for the fiscal year ending December 2026, the consolidated ordinary profit is expected to decrease by 1.6% from the previous period to 90.1 billion yen.
At the same time, the company increased the annual dividend for the previous term from 85 yen to 90 yen (compared to 80 yen in the prior term), and has decided to increase the dividend this fiscal year to 95 yen, an increase of 5 yen from the previous fiscal year.
In the most recent three-month period, from October to December (4Q), the consolidated ordinary profit grew 7.0% from the same period last year, reaching 23.4 billion yen. However, the operating profit margin worsened from 7.8% in the same period last year to 7.4%.
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Actual Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Dec, 2023 | 977,370 | 62,959 | 64,517 | 47,448 | 125.1 | 67.50 | Feb 1, 2024 | J-GAAP |
| Dec, 2024 | 1,107,668 | 74,360 | 75,931 | 53,481 | 141.0 | 80 | Feb 3, 2025 | J-GAAP |
| Dec, 2025 | 1,322,791 | 89,943 | 91,525 | 64,303 | 169.6 | 90 | Feb 2, 2026 | J-GAAP |
| YoY | +19.4% | +21.0% | +20.5% | +20.2% | +20.2% |
Full Year Results vs. Previous Guidance
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Dec, 2025 Guidance | 1,261,000 | 86,200 | 86,600 | 58,700 | 154.8 | 85 | Aug 1, 2025 | J-GAAP |
| Dec, 2025 Results | 1,322,791 | 89,943 | 91,525 | 64,303 | 169.6 | 90 | Feb 2, 2026 | J-GAAP |
| Revision Rate | +4.9% | +4.3% | +5.7% | +9.5% | +9.5% |
Current Period Guidance
H1 Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Jan - Jun, 2025 | 695,132 | 49,173 | 50,099 | 34,127 | 90.0 | 45 | Aug 1, 2025 | J-GAAP |
| Jan - Jun, 2026 Guidance | 689,300 | 48,700 | 48,800 | 33,250 | 87.7 | 50 | Feb 2, 2026 | J-GAAP |
| YoY | -0.8% | -1.0% | -2.6% | -2.6% | -2.6% |
Current Period Guidance
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Dec, 2024 | 1,107,668 | 74,360 | 75,931 | 53,481 | 141.0 | 80 | Feb 3, 2025 | J-GAAP |
| Dec, 2025 | 1,322,791 | 89,943 | 91,525 | 64,303 | 169.6 | 90 | Feb 2, 2026 | J-GAAP |
| Dec, 2026 Guidance | 1,311,000 | 90,000 | 90,100 | 61,130 | 161.2 | 95 | Feb 2, 2026 | J-GAAP |
| YoY | -0.9% | +0.1% | -1.6% | -4.9% | -4.9% |
Quarterly Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Operating Profit Margin | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Oct - Dec, 2024 | 285,406 | 22,191 | 21,916 | 16,850 | 44.4 | 7.8 | Feb 3, 2025 | J-GAAP |
| Jan - Mar, 2025 | 315,541 | 21,175 | 21,852 | 14,491 | 38.2 | 6.7 | Apr 30, 2025 | J-GAAP |
| Apr - Jun, 2025 | 379,591 | 27,998 | 28,247 | 19,636 | 51.8 | 7.4 | Aug 1, 2025 | J-GAAP |
| Jul - Sep, 2025 | 310,587 | 17,356 | 17,972 | 12,404 | 32.7 | 5.6 | Oct 31, 2025 | J-GAAP |
| Oct - Dec, 2025 | 317,072 | 23,414 | 23,454 | 17,772 | 46.9 | 7.4 | Feb 2, 2026 | J-GAAP |
| YoY | +11.1% | +5.5% | +7.0% | +5.5% | +5.5% |
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