SHIBAURA MECHATRONICS, Ordinary Profit Forecast for the Fiscal Year Revised Upward to an Unexpected 5% Increase, Raises Record High Profit, Dividend Effectively Increased

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Thu Feb 5, 2026 3:00 pm JST Earnings

6590 SHIBAURA MECHATRONICS CORPORATION 【J-GAAP】

Earnings Report

SHIBAURA MECHATRONICS CORPORATION <6590> [TSE Prime] announced its financial results in the afternoon session on February 5th (15:00). The consolidated ordinary profit for the cumulative third quarter of the fiscal year ending March 2026 (April to December) expanded 12.1 billion yen, an increase 31.8% compared to the same period last year.

In addition, the full-year forecast for consolidated ordinary profit has been revised upward 21.1%, from the previous forecast of 12.1 billion yen to 14.6 billion yen (compared to 13.9 billion yen in the previous period), record profits reach four consecutive terms, turning to a 4.8% increase in the consolidated ordinary profit outlook.

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) has been revised upward 53.9%, from the previous forecast of 4.73 billion yen to 7.28 billion yen (compared to 8.42 billion yen in the same period of the previous year), and the declining rate is expected to decrease from 43.9% to 13.6%.

At the same time, due to a planned 5-for-1 forward stock split is scheduled for February 28, the year-end lump-sum dividend for the current fiscal year has been revised from the original plan of 238 yen to 58 yen (equivalent to 290 yen before the forward stock split) This effectively represents a 21.8% increase in the annual dividend.

In the most recent three-month period, from October to December (3Q), the consolidated ordinary profit increased 30.4% from the same period last year, reaching 4.73 billion yen. The operating profit margin rose from 17.6% in the same period last year to 19.9%.

Kabutan News

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	47,899	8,104	7,999	6,050	457.8	68.9	Feb 8, 2024	J-GAAP
Apr - Dec, 2024	56,554	9,296	9,180	6,948	530.0	65.7	Feb 6, 2025	J-GAAP
Apr - Dec, 2025	66,163	12,326	12,102	8,853	674.7	82.6	Feb 5, 2026	J-GAAP
YoY	+17.0%	+32.6%	+31.8%	+27.4%	+27.3%

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	41,223	4,928	4,731	3,583	272.9	238	Nov 6, 2025	J-GAAP
Oct - Mar, 2025 New	45,723	7,428	7,281	5,483	417.7	290	Feb 5, 2026	J-GAAP
Revision Rate	+10.9%	+50.7%	+53.9%	+53.0%	+53.0%

Full Year Update

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Mar, 2026 Prev	83,500	12,500	12,100	8,900	678.0	238	Nov 6, 2025	J-GAAP
Mar, 2026 New	88,000	15,000	14,650	10,800	822.7	290	Feb 5, 2026	J-GAAP
Revision Rate	+5.4%	+20.0%	+21.1%	+21.3%	+21.3%

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	44,524	8,387	8,427	6,229	475.1	278	May 14, 2025	J-GAAP
Oct - Mar, 2025 Guidance	45,723	7,428	7,281	5,483	417.7	290	Feb 5, 2026	J-GAAP
YoY	+2.7%	-11.4%	-13.6%	-12.0%	-12.1%

Current Period Guidance

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Mar, 2024	67,556	11,687	11,611	8,793	666.3	200	May 9, 2024	J-GAAP
Mar, 2025	80,915	14,135	13,977	10,328	787.8	278	May 14, 2025	J-GAAP
Mar, 2026 Guidance	88,000	15,000	14,650	10,800	822.7	290	Feb 5, 2026	J-GAAP
YoY	+8.8%	+6.1%	+4.8%	+4.6%	+4.4%

Quarterly Results

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Operating Profit Margin	Announce	Accounting Standards
Oct - Dec, 2024	20,163	3,548	3,630	2,849	217.3	17.6	Feb 6, 2025	J-GAAP
Jan - Mar, 2025	24,361	4,839	4,797	3,380	257.8	19.9	May 14, 2025	J-GAAP
Apr - Jun, 2025	21,512	4,064	4,074	2,874	219.2	18.9	Aug 6, 2025	J-GAAP
Jul - Sep, 2025	20,765	3,508	3,295	2,443	186.2	16.9	Nov 6, 2025	J-GAAP
Oct - Dec, 2025	23,886	4,754	4,733	3,536	269.5	19.9	Feb 5, 2026	J-GAAP
YoY	+18.5%	+34.0%	+30.4%	+24.1%	+24.0%