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Arisawa Mfg, Ordinary Profit Forecast for the Fiscal Year Revised Upward to an Unexpected 4% Increase, Dividend Revised Upward by 9 Yen

Thu Feb 5, 2026 4:00 pm JST Earnings

5208 Arisawa Mfg. Co.,Ltd. 【J-GAAP】

Earnings Report

Arisawa Mfg. Co.,Ltd. <5208> [TSE Prime] announced its financial results after the market closed on February 5th (16:00). The consolidated ordinary profit for the cumulative third quarter of the fiscal year ending March 2026 (April to December) was 3.98 billion yen, a 2.5% decrease compared to the same period last year.

However, the full-year forecast for consolidated ordinary profit has been revised upward 22.2%, from the previous forecast of 4.50 billion yen to 5.50 billion yen (compared to 5.26 billion yen in the previous period), turning to a 4.4% 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) is expected to increase 42.6%, from the previous forecast of 2.34 billion yen to 3.34 billion yen (compared to 2.35 billion yen in the same period of the previous year), turning to a 42.4% 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 88 yen to 97 yen (compared to 96 yen in the previous period).

In the most recent three-month period, from October to December (3Q), the consolidated ordinary profit increased 56.3% from the same period last year, reaching 1.83 billion yen. The operating profit margin improved from 8.5% in the same period last year to 11.3%.

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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 30,859 648 718 981 29.6 48.3 Feb 8, 2024 J-GAAP
Apr - Dec, 2024 37,782 3,812 4,089 3,004 90.4 77.6 Feb 6, 2025 J-GAAP
Apr - Dec, 2025 41,262 4,115 3,986 2,977 89.6 72.5 Feb 5, 2026 J-GAAP
YoY +9.2% +7.9% -2.5% -0.9% -1.0%

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 24,863 2,046 2,346 1,638 49.2 44 Nov 6, 2025 J-GAAP
Oct - Mar, 2025 New 28,763 3,046 3,346 2,438 73.3 53 Feb 5, 2026 J-GAAP
Revision Rate +15.7% +48.9% +42.6% +48.8% +48.8%

Full Year Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2026 Prev 51,400 4,500 4,500 3,200 96.2 88 May 7, 2025 J-GAAP
Mar, 2026 New 55,300 5,500 5,500 4,000 120.2 97 Feb 5, 2026 J-GAAP
Revision Rate +7.6% +22.2% +22.2% +25.0% +25.0%

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 24,643 2,159 2,350 1,847 55.6 54 May 7, 2025 J-GAAP
Oct - Mar, 2025 Guidance 28,763 3,046 3,346 2,438 73.3 53 Feb 5, 2026 J-GAAP
YoY +16.7% +41.1% +42.4% +32.0% +31.7%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 42,114 1,483 1,488 1,639 49.5 60 May 9, 2024 J-GAAP
Mar, 2025 49,815 4,893 5,267 3,969 119.5 96 May 7, 2025 J-GAAP
Mar, 2026 Guidance 55,300 5,500 5,500 4,000 120.2 97 Feb 5, 2026 J-GAAP
YoY +11.0% +12.4% +4.4% +0.8% +0.6%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Oct - Dec, 2024 12,610 1,078 1,172 882 26.6 8.5 Feb 6, 2025 J-GAAP
Jan - Mar, 2025 12,033 1,081 1,178 965 29.1 9.0 May 7, 2025 J-GAAP
Apr - Jun, 2025 12,634 902 972 728 21.9 7.1 Aug 7, 2025 J-GAAP
Jul - Sep, 2025 13,903 1,552 1,182 834 25.1 11.2 Nov 6, 2025 J-GAAP
Oct - Dec, 2025 14,725 1,661 1,832 1,415 42.6 11.3 Feb 5, 2026 J-GAAP
YoY +16.8% +54.1% +56.3% +60.4% +60.3%

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