ASAHI KOGYOSHA, Ordinary Profit Forecast for the Fiscal Year Revised Upward by 35%, Raises Record High Profit Forecast, Dividend Revised Upward by 35 Yen

About Information Provided on This Site

The information provided on our website 'Kabutan.com' is not intended to constitute investment solicitation or investment advisory services.
All investment decisions should be made at your own discretion and judgment.
The data on our website is provided by Tokyo Stock Exchange, Osaka Exchange, Nagoya Securities Exchange, JPX Market Innovation & Research, Japannext, and other sources.
Copyright of the Nikkei Stock Average belongs to Nikkei Inc. Stock price charts displayed on Kabutan.com are provided solely for the purpose of reviewing historical price movements of the securities.
These charts neither suggest nor guarantee future price movements of the securities and do not constitute recommendations to buy or sell.
In our financial results coverage, the term 'Surprise Results' identifies securities that demonstrate a significant degree of surprise in their earnings announcements.
This significance is quantitatively assessed based on multiple factors, including: the nature of the announcement (full-year or quarterly results); types of revisions (earnings or dividend forecasts); and numerical analysis comparing the announced results with both the company's previous forecasts and historical performance.
The 'Surprise Ranking' presents these results in order of their calculated surprise factor. Please note that neither these results nor rankings are intended to suggest or guarantee future performance of the listed securities, nor should they be construed as recommendations to buy or sell.

Thu Feb 12, 2026 4:00 pm JST Earnings

1975 ASAHI KOGYOSHA CO.,LTD. 【J-GAAP】

Earnings Report

ASAHI KOGYOSHA CO.,LTD. <1975> [TSE Prime] announced its financial results after the market closed on February 12th (16:00). The consolidated ordinary profit for the cumulative third quarter of the fiscal year ending March 2026 (April to December) expanded 6.70 billion yen, an increase 51.3% compared to the same period last year.

In addition, the full-year forecast for consolidated ordinary profit has been revised upward 34.6%, from the previous forecast of 7.65 billion yen to 10.3 billion yen (compared to 7.58 billion yen in the previous period), increasing the growth rate from 0.9% to 35.8%, further surpassing the previous forecast of record-high profits for three consecutive terms.

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 78.5%, from the previous forecast of 3.37 billion yen to 6.02 billion yen (compared to 4.57 billion yen in the same period of the previous year), turning to a 31.7% increase in the consolidated ordinary profit outlook.

In light of the strong performance, the company has significantly increased its planned annual dividend for the current fiscal year from the original plan of 100 yen to 135 yen (compared to 120 yen in the previous period).

In the most recent three-month period, from October to December (3Q), the consolidated ordinary profit increased 70.8% from the same period last year, reaching 2.42 billion yen. The operating profit margin improved from 5.6% in the same period last year to 8.5%.

Kabutan News

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	65,881	2,878	3,200	2,143	83.3	65.4	Feb 8, 2024	J-GAAP
Apr - Dec, 2024	62,676	4,048	4,428	3,324	129.2	58.4	Feb 6, 2025	J-GAAP
Apr - Dec, 2025	68,567	6,400	6,700	4,866	188.8	65.0	Feb 12, 2026	J-GAAP
YoY	+9.4%	+58.1%	+51.3%	+46.4%	+46.2%

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	58,559	3,359	3,374	3,189	123.2	50	Nov 13, 2025	J-GAAP
Oct - Mar, 2025 New	61,559	5,909	6,024	4,789	185.1	85	Feb 12, 2026	J-GAAP
Revision Rate	+5.1%	+75.9%	+78.5%	+50.2%	+50.2%

Full Year Update

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Mar, 2026 Prev	100,000	7,450	7,650	6,400	247.3	100	May 15, 2025	J-GAAP
Mar, 2026 New	103,000	10,000	10,300	8,000	309.2	135	Feb 12, 2026	J-GAAP
Revision Rate	+3.0%	+34.2%	+34.6%	+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	51,445	4,451	4,573	3,867	150.2	95	May 15, 2025	J-GAAP
Oct - Mar, 2025 Guidance	61,559	5,909	6,024	4,789	185.1	85	Feb 12, 2026	J-GAAP
YoY	+19.7%	+32.8%	+31.7%	+23.8%	+23.2%

Current Period Guidance

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Mar, 2024	91,676	4,568	4,896	3,712	144.4	60	May 15, 2024	J-GAAP
Mar, 2025	91,947	7,248	7,582	6,229	242.0	120	May 15, 2025	J-GAAP
Mar, 2026 Guidance	103,000	10,000	10,300	8,000	309.2	135	Feb 12, 2026	J-GAAP
YoY	+12.0%	+38.0%	+35.8%	+28.4%	+27.8%

Quarterly Results

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Operating Profit Margin	Announce	Accounting Standards
Oct - Dec, 2024	22,174	1,251	1,419	962	37.4	5.6	Feb 6, 2025	J-GAAP
Jan - Mar, 2025	29,271	3,200	3,154	2,905	112.8	10.9	May 15, 2025	J-GAAP
Apr - Jun, 2025	17,677	1,887	2,069	1,390	54.0	10.7	Aug 6, 2025	J-GAAP
Jul - Sep, 2025	23,764	2,204	2,207	1,821	70.7	9.3	Nov 13, 2025	J-GAAP
Oct - Dec, 2025	27,126	2,309	2,424	1,655	64.2	8.5	Feb 12, 2026	J-GAAP
YoY	+22.3%	+84.6%	+70.8%	+72.0%	+71.8%