NEW COSMOS ELECTRIC, Ordinary Profit Forecast for the Fiscal Year Revised Upward by 31%, Highest in Three Terms, Dividend Revised Upward by 25 Yen

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Fri Feb 13, 2026 4:00 pm JST Earnings

6824 NEW COSMOS ELECTRIC CO., LTD 【J-GAAP】

Earnings Report

NEW COSMOS ELECTRIC CO., LTD <6824> [TSE Std] announced its financial results after the market closed on February 13th (16:00). The consolidated ordinary profit for the cumulative third quarter of the fiscal year ending March 2026 (April to December) increased 24.9% from the same period last year, reaching 5.90 billion yen.

In addition, the full-year forecast for consolidated ordinary profit has been revised upward 30.8%, from the previous forecast of 5.72 billion yen to 7.48 billion yen (compared to 5.45 billion yen in the previous period), increasing the growth rate from 4.9% to 37.2%, reaches new record high for the first time in three 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 2.0 times, from the previous forecast of 1.71 billion yen to 3.47 billion yen (compared to 2.05 billion yen in the same period of the previous year), turning to a 69.0% increase in the consolidated ordinary profit outlook.

In light of the strong performance, the company has significantly increased its planned year-end lump-sum dividend for the current fiscal year from the original plan of 70 yen to 95 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 increased 42.7% from the same period last year, reaching 1.89 billion yen. The operating profit margin rose from 10.8% in the same period last year to 12.8%.

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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	28,003	3,262	3,723	2,044	165.6	77.4	Feb 13, 2024	J-GAAP
Apr - Dec, 2024	29,511	4,374	4,723	2,865	231.9	86.6	Feb 14, 2025	J-GAAP
Apr - Dec, 2025	36,765	5,572	5,900	4,013	326.6	78.9	Feb 13, 2026	J-GAAP
YoY	+24.6%	+27.4%	+24.9%	+40.1%	+40.8%

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	23,366	1,582	1,716	734	60.3	70	Nov 14, 2025	J-GAAP
Oct - Mar, 2025 New	24,366	3,012	3,476	1,984	163.0	95	Feb 13, 2026	J-GAAP
Revision Rate	+4.3%	+90.4%	+102.6%	+170.3%	+170.3%

Full Year Update

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Mar, 2026 Prev	48,000	5,600	5,720	3,450	283.5	70	May 15, 2025	J-GAAP
Mar, 2026 New	49,000	7,030	7,480	4,700	386.2	95	Feb 13, 2026	J-GAAP
Revision Rate	+2.1%	+25.5%	+30.8%	+36.2%	+36.2%

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	21,938	1,785	2,057	1,343	108.7	60	May 15, 2025	J-GAAP
Oct - Mar, 2025 Guidance	24,366	3,012	3,476	1,984	163.0	95	Feb 13, 2026	J-GAAP
YoY	+11.1%	+68.7%	+69.0%	+47.7%	+50.0%

Current Period Guidance

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Mar, 2024	38,546	4,086	4,809	2,959	239.6	48	May 15, 2024	J-GAAP
Mar, 2025	42,153	5,155	5,451	3,376	273.2	60	May 15, 2025	J-GAAP
Mar, 2026 Guidance	49,000	7,030	7,480	4,700	386.2	95	Feb 13, 2026	J-GAAP
YoY	+16.2%	+36.4%	+37.2%	+39.2%	+41.4%

Quarterly Results

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Operating Profit Margin	Announce	Accounting Standards
Oct - Dec, 2024	9,296	1,004	1,329	832	67.4	10.8	Feb 14, 2025	J-GAAP
Jan - Mar, 2025	12,642	781	728	511	41.4	6.2	May 15, 2025	J-GAAP
Apr - Jun, 2025	10,985	1,596	1,545	955	77.3	14.5	Aug 8, 2025	J-GAAP
Jul - Sep, 2025	13,649	2,422	2,459	1,761	142.8	17.7	Nov 14, 2025	J-GAAP
Oct - Dec, 2025	12,131	1,554	1,896	1,297	105.6	12.8	Feb 13, 2026	J-GAAP
YoY	+30.5%	+54.8%	+42.7%	+55.9%	+56.7%