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EIDAI KAKO, Ordinary Profit Forecast for the Fiscal Year Revised Upward by 45%, Dividend Revised Upward by 10 Yen
7877 EIDAI KAKO CO.,LTD. 【J-GAAP】
Earnings ReportEIDAI KAKO CO.,LTD. <7877> [TSE Std] announced its financial results after the market closed on February 12th (15:30). The consolidated ordinary profit for the cumulative third quarter of the fiscal year ending March 2026 (April to December) expanded 405 million yen, an increase 81.6% compared to the same period last year.
In addition, the full-year forecast for consolidated ordinary profit has been revised upward 45.2%, from the previous forecast of 310 million yen to 450 million yen (compared to 281 million yen in the previous period), increasing the growth rate from 10.3% to 60.1%.
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 2.8 times, from the previous forecast of 76 million yen to 216 million yen (compared to 223 million yen in the same period of the previous year), and the declining rate is expected to decrease from 65.9% to 3.1%.
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 60 yen to 70 yen (compared to 60 yen in the previous period).
In the most recent three-month period, from October to December (3Q), the consolidated ordinary profit grew 3.6% from the same period last year, reaching 171 million yen. The operating profit margin improved from 5.6% in the same period last year to 6.6%.
Kabutan News
Actual Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Progress Rate vs. First Half | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Apr - Dec, 2023 | 6,813 | 92 | 159 | 105 | 79.2 | 66.3 | Feb 9, 2024 | J-GAAP |
| Apr - Dec, 2024 | 6,721 | 214 | 223 | 147 | 112.2 | 79.4 | Feb 10, 2025 | J-GAAP |
| Apr - Dec, 2025 | 6,949 | 398 | 405 | 273 | 215.9 | 90.0 | Feb 12, 2026 | J-GAAP |
| YoY | +3.4% | +86.0% | +81.6% | +85.7% | +92.4% |
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 | 4,510 | 68 | 76 | 56 | 45.5 | 60 | Nov 10, 2025 | J-GAAP |
| Oct - Mar, 2025 New | 4,610 | 208 | 216 | 166 | 135.0 | 70 | Feb 12, 2026 | J-GAAP |
| Revision Rate | +2.2% | +205.9% | +184.2% | +196.4% | +196.4% |
Full Year Update
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Mar, 2026 Prev | 9,100 | 310 | 310 | 200 | 162.6 | 60 | May 12, 2025 | J-GAAP |
| Mar, 2026 New | 9,200 | 450 | 450 | 310 | 252.0 | 70 | Feb 12, 2026 | J-GAAP |
| Revision Rate | +1.1% | +45.2% | +45.2% | +55.0% | +55.0% |
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 | 4,414 | 204 | 223 | 151 | 115.2 | 60 | May 12, 2025 | J-GAAP |
| Oct - Mar, 2025 Guidance | 4,610 | 208 | 216 | 166 | 135.0 | 70 | Feb 12, 2026 | J-GAAP |
| YoY | +4.4% | +2.0% | -3.1% | +9.9% | +17.2% |
Current Period Guidance
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Mar, 2024 | 9,088 | 148 | 240 | 179 | 135.1 | 50 | May 10, 2024 | J-GAAP |
| Mar, 2025 | 8,857 | 290 | 281 | 185 | 141.1 | 60 | May 12, 2025 | J-GAAP |
| Mar, 2026 Guidance | 9,200 | 450 | 450 | 310 | 252.0 | 70 | Feb 12, 2026 | J-GAAP |
| YoY | +3.9% | +55.2% | +60.1% | +67.6% | +78.6% |
Quarterly Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Operating Profit Margin | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Oct - Dec, 2024 | 2,278 | 128 | 165 | 113 | 86.2 | 5.6 | Feb 10, 2025 | J-GAAP |
| Jan - Mar, 2025 | 2,136 | 76 | 58 | 38 | 29.0 | 3.6 | May 12, 2025 | J-GAAP |
| Apr - Jun, 2025 | 2,325 | 144 | 119 | 72 | 55.3 | 6.2 | Aug 7, 2025 | J-GAAP |
| Jul - Sep, 2025 | 2,265 | 98 | 115 | 72 | 56.0 | 4.3 | Nov 10, 2025 | J-GAAP |
| Oct - Dec, 2025 | 2,359 | 156 | 171 | 129 | 102.0 | 6.6 | Feb 12, 2026 | J-GAAP |
| YoY | +3.6% | +21.9% | +3.6% | +14.2% | +18.3% |
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