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KANTO DENKA, Ordinary Profit Forecast for the Fiscal Year Revised Upward to an Unexpected 18% Increase

Fri Feb 13, 2026 3:30 pm JST Earnings

4047 KANTO DENKA KOGYO CO.,LTD. 【J-GAAP】

Earnings Report

KANTO DENKA KOGYO CO.,LTD. <4047> [TSE Prime] announced its financial results after the market closed on February 13th (15:30). The consolidated ordinary profit for the cumulative third quarter of the fiscal year ending March 2026 (April to December) increased 13.9% from the same period last year, reaching 3.50 billion yen.

In addition, the full-year forecast for consolidated ordinary profit has been revised upward 51.4%, from the previous forecast of 3.50 billion yen to 5.30 billion yen (compared to 4.50 billion yen in the previous period), turning to a 17.6% 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 71.2%, from the previous forecast of 2.52 billion yen to 4.32 billion yen (compared to 2.09 billion yen in the same period of the previous year), increasing the growth rate from 20.7% to 2.1 times.

In the most recent three-month period, from October to December (3Q), the consolidated ordinary profit surged 3.8 times that of the same period last year, reaching 2.53 billion yen. The operating profit margin drastically improved from 5.8% 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 49,051 -611 24 226 3.9 ー Feb 9, 2024 J-GAAP
Apr - Dec, 2024 46,621 2,606 3,081 1,869 32.5 68.4 Feb 14, 2025 J-GAAP
Apr - Dec, 2025 46,709 2,608 3,509 1,724 30.0 66.2 Feb 13, 2026 J-GAAP
YoY +0.2% +0.1% +13.9% -7.8% -7.7%

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 33,659 2,485 2,528 1,594 27.8 9 Nov 10, 2025 J-GAAP
Oct - Mar, 2025 New 35,659 3,685 4,328 2,594 45.2 9 Feb 13, 2026 J-GAAP
Revision Rate +5.9% +48.3% +71.2% +62.7% +62.8%

Full Year Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2026 Prev 64,500 3,300 3,500 1,700 29.6 18 Nov 10, 2025 J-GAAP
Mar, 2026 New 66,500 4,500 5,300 2,700 47.1 18 Feb 13, 2026 J-GAAP
Revision Rate +3.1% +36.4% +51.4% +58.8% +58.8%

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 31,086 2,551 2,095 1,816 31.6 9 May 15, 2025 J-GAAP
Oct - Mar, 2025 Guidance 35,659 3,685 4,328 2,594 45.2 9 Feb 13, 2026 J-GAAP
YoY +14.7% +44.5% +106.6% +42.8% +43.1%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 64,768 -1,968 -1,304 -4,610 -80.3 14 May 15, 2024 J-GAAP
Mar, 2025 62,351 4,272 4,507 3,248 56.5 17 May 15, 2025 J-GAAP
Mar, 2026 Guidance 66,500 4,500 5,300 2,700 47.1 18 Feb 13, 2026 J-GAAP
YoY +6.7% +5.3% +17.6% -16.9% -16.7%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Oct - Dec, 2024 15,356 885 669 437 7.6 5.8 Feb 14, 2025 J-GAAP
Jan - Mar, 2025 15,730 1,666 1,426 1,379 24.0 10.6 May 15, 2025 J-GAAP
Apr - Jun, 2025 15,143 779 743 531 9.2 5.1 Aug 8, 2025 J-GAAP
Jul - Sep, 2025 15,698 36 229 -425 -7.5 0.2 Nov 10, 2025 J-GAAP
Oct - Dec, 2025 15,868 1,793 2,537 1,618 28.2 11.3 Feb 13, 2026 J-GAAP
YoY +3.3% +102.6% +279.2% +270.3% +270.4%

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