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KADOYA SESAME MILLS, Apr-Dec (Cumulative 3Q) Ordinary Profit Increases by 22%, Exceeds Full-Year Plan, Current Fiscal Year Dividend Revised Upward by 30 Yen

Thu Feb 5, 2026 3:30 pm JST Earnings

2612 KADOYA SESAME MILLS INCORPORATED 【J-GAAP】

Earnings Report

KADOYA SESAME MILLS INCORPORATED <2612> [TSE Std] announced its financial results after the market closed on February 5th (15:30). The consolidated ordinary profit for the cumulative third quarter of the fiscal year ending March 2026 (April to December) increased 22.0% from the same period last year, reaching 3.71 billion yen. Progress toward the full-year plan of 3.60 billion yen is 103.3%, already exceeding the target and also exceeding the five-year average of 91.8%.

Based on the cumulative third-quarter performance announced by the company and the unchanged full-year plan, our calculation indicates that the consolidated ordinary profit/loss for the January to March period (4Q) is expected to turn into a loss of 0.11 billion yen (compared to a profit of 0.34 billion yen in the same period last year). However, if the fourth-quarter performance remains at the same level as the first three quarters, the full-year plan may be increased.

At the same time, the company has increased its planned year-end lump-sum dividend for the current fiscal year from the original plan of 105 yen to 135 yen (compared to 100 yen in the previous period).

In the most recent three-month period, from October to December (3Q), the consolidated ordinary profit grew 25.3% from the same period last year, reaching 1.23 billion yen. The operating profit margin significantly improved from 7.9% in the same period last year to 11.1%.

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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 27,078 2,847 3,066 2,063 224.3 89.9 Feb 9, 2024 J-GAAP
Apr - Dec, 2024 29,885 2,811 3,047 2,075 225.5 89.8 Feb 6, 2025 J-GAAP
Apr - Dec, 2025 30,499 3,549 3,717 2,544 276.4 103.3 Feb 5, 2026 J-GAAP
YoY +2.1% +26.3% +22.0% +22.6% +22.6%

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 19,886 1,045 1,115 759 82.5 105 Nov 5, 2025 J-GAAP
Oct - Mar, 2025 New 19,886 1,045 1,115 759 82.5 135 Feb 5, 2026 J-GAAP
Revision Rate 0.0% 0.0% 0.0% 0.0% 0.0%

Full Year Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2026 Prev 40,500 3,500 3,600 2,450 266.2 105 Nov 5, 2025 J-GAAP
Mar, 2026 New 40,500 3,500 3,600 2,450 266.2 135 Feb 5, 2026 J-GAAP
Revision Rate 0.0% 0.0% 0.0% 0.0% 0.0%

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 19,781 1,157 1,330 955 103.8 100 May 12, 2025 J-GAAP
Oct - Mar, 2025 Guidance 19,886 1,045 1,115 759 82.5 135 Feb 5, 2026 J-GAAP
YoY +0.5% -9.7% -16.2% -20.5% -20.5%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 35,680 3,117 3,409 2,255 245.1 100 May 14, 2024 J-GAAP
Mar, 2025 39,450 3,166 3,394 2,357 256.1 100 May 12, 2025 J-GAAP
Mar, 2026 Guidance 40,500 3,500 3,600 2,450 266.2 135 Feb 5, 2026 J-GAAP
YoY +2.7% +10.5% +6.1% +3.9% +3.9%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Oct - Dec, 2024 10,216 802 983 673 73.1 7.9 Feb 6, 2025 J-GAAP
Jan - Mar, 2025 9,565 355 347 282 30.6 3.7 May 12, 2025 J-GAAP
Apr - Jun, 2025 10,566 1,267 1,239 834 90.7 12.0 Aug 1, 2025 J-GAAP
Jul - Sep, 2025 10,048 1,188 1,246 857 93.1 11.8 Nov 5, 2025 J-GAAP
Oct - Dec, 2025 9,885 1,094 1,232 853 92.7 11.1 Feb 5, 2026 J-GAAP
YoY -3.2% +36.4% +25.3% +26.7% +26.7%

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