GS Yuasa, Ordinary Profit Forecast for the Fiscal Year Revised Upward by 5%, Raises Record High Profit Forecast, Dividend Revised Upward by 10 Yen

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Wed Feb 4, 2026 3:00 pm JST Earnings

6674 GS Yuasa Corporation 【J-GAAP】

Earnings Report

GS Yuasa Corporation <6674> [TSE Prime] announced its financial results in the afternoon session on February 4th (15:00). The consolidated ordinary profit for the cumulative third quarter of the fiscal year ending March 2026 (April to December) increased 28.1% from the same period last year, reaching 36.7 billion yen.

In addition, the full-year forecast for consolidated ordinary profit has been revised upward 5.1%, from the previous forecast of 49.0 billion yen to 51.5 billion yen (compared to 46.3 billion yen in the previous period), increasing the growth rate from 5.7% to 11.1%, further surpassing the previous forecast of record-high profits for three 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 7.9%, from the previous forecast of 31.7 billion yen to 34.2 billion yen (compared to 31.8 billion yen in the same period of the previous year), turning to a 7.4% 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 80 yen to 90 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 36.9% from the same period last year, reaching 19.5 billion yen. The operating profit margin improved from 9.9% in the same period last year to 12.0%.

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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	411,591	29,379	28,958	17,741	215.8	65.8	Feb 6, 2024	J-GAAP
Apr - Dec, 2024	426,815	31,775	28,720	18,394	183.4	62.0	Feb 5, 2025	J-GAAP
Apr - Dec, 2025	432,983	37,971	36,784	22,071	220.0	71.4	Feb 4, 2026	J-GAAP
YoY	+1.4%	+19.5%	+28.1%	+20.0%	+20.0%

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	327,849	32,278	31,717	22,535	224.6	50	Nov 6, 2025	J-GAAP
Oct - Mar, 2025 New	327,849	34,778	34,217	25,535	254.5	60	Feb 4, 2026	J-GAAP
Revision Rate	0.0%	+7.7%	+7.9%	+13.3%	+13.3%

Full Year Update

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Mar, 2026 Prev	600,000	51,000	49,000	33,000	329.0	80	May 13, 2025	J-GAAP
Mar, 2026 New	600,000	53,500	51,500	36,000	358.9	90	Feb 4, 2026	J-GAAP
Revision Rate	0.0%	+4.9%	+5.1%	+9.1%	+9.1%

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	315,835	34,306	31,866	21,007	209.4	55	May 13, 2025	J-GAAP
Oct - Mar, 2025 Guidance	327,849	34,778	34,217	25,535	254.5	60	Feb 4, 2026	J-GAAP
YoY	+3.8%	+1.4%	+7.4%	+21.6%	+21.5%

Current Period Guidance

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Mar, 2024	562,897	41,595	43,981	32,064	369.7	70	May 10, 2024	J-GAAP
Mar, 2025	580,340	50,028	46,345	30,416	303.3	75	May 13, 2025	J-GAAP
Mar, 2026 Guidance	600,000	53,500	51,500	36,000	358.9	90	Feb 4, 2026	J-GAAP
YoY	+3.4%	+6.9%	+11.1%	+18.4%	+18.3%

Quarterly Results

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Operating Profit Margin	Announce	Accounting Standards
Oct - Dec, 2024	162,310	16,053	14,241	8,985	89.6	9.9	Feb 5, 2025	J-GAAP
Jan - Mar, 2025	153,525	18,253	17,625	12,022	119.9	11.9	May 13, 2025	J-GAAP
Apr - Jun, 2025	131,879	8,313	8,474	6,530	65.1	6.3	Aug 5, 2025	J-GAAP
Jul - Sep, 2025	140,272	10,409	8,809	3,935	39.2	7.4	Nov 6, 2025	J-GAAP
Oct - Dec, 2025	160,832	19,249	19,501	11,606	115.7	12.0	Feb 4, 2026	J-GAAP
YoY	-0.9%	+19.9%	+36.9%	+29.2%	+29.2%