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ITO YOGYO, Ordinary Profit Forecast for the Fiscal Year Revised Upward by 26%, Dividend Revised Upward by 2 Yen
5287 ITO YOGYO CO.,LTD. 【J-GAAP】
Guidance Update ReportITO YOGYO CO.,LTD. <5287> [TSE Std] announced a revision to its performance and dividend in the afternoon session on February 6th (15:00). The ordinary profit (non-consolidated) forecast for the fiscal year ending March 2026 has been revised upward 26.2%, from the previous forecast of 210 million yen to 265 million yen (compared to 198 million yen in the previous period), increasing the growth rate from 6.1% to 33.8%.
Based on the upwardly revised full-year plan announced by the company, our calculation indicates that the October to March period (second half) ordinary profit is expected to increase 51.4%, from the previous forecast of 107 million yen to 162 million yen (compared to 150 million yen in the same period of the previous year), turning to an 8.0% increase in the ordinary profit outlook.
In light of the strong performance, the company has increased its planned year-end lump-sum dividend for the current fiscal year from the original plan of 18 yen to 20 yen (compared to 20 yen in the previous period).
Kabutan News
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 | 2,025 | 116 | 107 | 176 | 59.6 | 18 | Nov 7, 2025 | J-GAAP |
| Oct - Mar, 2025 New | 2,025 | 166 | 162 | 190 | 64.4 | 20 | Feb 6, 2026 | J-GAAP |
| Revision Rate | 0.0% | +43.1% | +51.4% | +8.0% | +8.0% |
Full Year Update
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Mar, 2026 Prev | 3,600 | 220 | 210 | 231 | 78.3 | 18 | May 9, 2025 | J-GAAP |
| Mar, 2026 New | 3,600 | 270 | 265 | 245 | 83.0 | 20 | Feb 6, 2026 | J-GAAP |
| Revision Rate | 0.0% | +22.7% | +26.2% | +6.1% | +6.1% |
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 | 1,844 | 152 | 150 | 188 | 63.9 | 20 | May 9, 2025 | J-GAAP |
| Oct - Mar, 2025 Guidance | 2,025 | 166 | 162 | 190 | 64.4 | 20 | Feb 6, 2026 | J-GAAP |
| YoY | +9.8% | +9.2% | +8.0% | +1.1% | +0.7% |
Current Period Guidance
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Mar, 2024 | 3,132 | 108 | 101 | 101 | 34.5 | 15 | May 10, 2024 | J-GAAP |
| Mar, 2025 | 3,402 | 201 | 198 | 349 | 118.7 | 20 | May 9, 2025 | J-GAAP |
| Mar, 2026 Guidance | 3,600 | 270 | 265 | 245 | 83.0 | 20 | Feb 6, 2026 | J-GAAP |
| YoY | +5.8% | +34.3% | +33.8% | -29.8% | -30.1% |
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