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KYOKUYO, Ordinary Profit Forecast for the Fiscal Year Revised Downward to an Unexpected 5% Decrease
1301 KYOKUYO CO., LTD. 【J-GAAP】
Earnings ReportKYOKUYO CO., LTD. <1301> [TSE Prime] announced its financial results at noon (11:30) on February 6th. The consolidated ordinary profit for the cumulative third quarter of the fiscal year ending March 2026 (April to December) decreased 12.3% from the same period last year to 8.55 billion yen.
In addition, the full-year forecast for consolidated ordinary profit has decreased 17.6%, from the previous forecast of 12.5 billion yen to 10.3 billion yen (compared to 10.8 billion yen in the previous period). This changes the outlook from an anticipated profit increase to a projection of a 5.1% decrease in profit.
Based on the full-year plan announced by the company after the downward revision, our estimate of the consolidated ordinary profit for the October to March period (second half) has decreased 26.4%, from the previous forecast of 8.32 billion yen to 6.12 billion yen (compared to 5.54 billion yen in the same period of the previous year), leading to a reduction in the profit growth rate from 50.3% to 10.6%.
In the most recent three-month period, from October to December (3Q), the consolidated ordinary profit amounted to 4.38 billion yen, a 1.3% decrease compared to the same period last year. The operating profit margin remained almost flat, changing from 4.7% in the same period last year to 4.5%.
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Actual Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Progress Rate vs. First Half | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Apr - Dec, 2023 | 201,614 | 6,949 | 6,993 | 4,985 | 464.9 | 79.0 | Feb 2, 2024 | J-GAAP |
| Apr - Dec, 2024 | 234,820 | 9,868 | 9,758 | 6,124 | 515.7 | 89.9 | Feb 3, 2025 | J-GAAP |
| Apr - Dec, 2025 | 256,910 | 9,064 | 8,559 | 5,682 | 478.5 | 83.1 | Feb 6, 2026 | J-GAAP |
| YoY | +9.4% | -8.1% | -12.3% | -7.2% | -7.2% |
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 | 194,004 | 7,945 | 8,328 | 5,386 | 453.5 | 150 | Nov 4, 2025 | J-GAAP |
| Oct - Mar, 2025 New | 174,004 | 6,545 | 6,128 | 3,886 | 327.2 | 150 | Feb 6, 2026 | J-GAAP |
| Revision Rate | -10.3% | -17.6% | -26.4% | -27.8% | -27.8% |
Full Year Update
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Mar, 2026 Prev | 350,000 | 12,500 | 12,500 | 8,200 | 690.4 | 150 | May 12, 2025 | J-GAAP |
| Mar, 2026 New | 330,000 | 11,100 | 10,300 | 6,700 | 564.1 | 150 | Feb 6, 2026 | J-GAAP |
| Revision Rate | -5.7% | -11.2% | -17.6% | -18.3% | -18.3% |
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 | 162,116 | 5,615 | 5,542 | 4,031 | 339.4 | 130 | May 12, 2025 | J-GAAP |
| Oct - Mar, 2025 Guidance | 174,004 | 6,545 | 6,128 | 3,886 | 327.2 | 150 | Feb 6, 2026 | J-GAAP |
| YoY | +7.3% | +16.6% | +10.6% | -3.6% | -3.6% |
Current Period Guidance
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Mar, 2024 | 261,604 | 8,806 | 8,856 | 5,936 | 548.6 | 100 | May 10, 2024 | J-GAAP |
| Mar, 2025 | 302,681 | 11,079 | 10,857 | 6,740 | 567.5 | 130 | May 12, 2025 | J-GAAP |
| Mar, 2026 Guidance | 330,000 | 11,100 | 10,300 | 6,700 | 564.1 | 150 | Feb 6, 2026 | J-GAAP |
| YoY | +9.0% | +0.2% | -5.1% | -0.6% | -0.6% |
Quarterly Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Operating Profit Margin | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Oct - Dec, 2024 | 94,255 | 4,404 | 4,443 | 3,415 | 287.6 | 4.7 | Feb 3, 2025 | J-GAAP |
| Jan - Mar, 2025 | 67,861 | 1,211 | 1,099 | 616 | 51.9 | 1.8 | May 12, 2025 | J-GAAP |
| Apr - Jun, 2025 | 76,030 | 2,607 | 2,455 | 1,667 | 140.4 | 3.4 | Aug 4, 2025 | J-GAAP |
| Jul - Sep, 2025 | 79,966 | 1,948 | 1,717 | 1,147 | 96.6 | 2.4 | Nov 4, 2025 | J-GAAP |
| Oct - Dec, 2025 | 100,914 | 4,509 | 4,387 | 2,868 | 241.5 | 4.5 | Feb 6, 2026 | J-GAAP |
| YoY | +7.1% | +2.4% | -1.3% | -16.0% | -16.0% |
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