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Osaki Electric, Net Income Forecast for the Fiscal Year Revised Upward by 44%, Highest in Nine Terms, Dividend Revised Upward by 10 Yen
6644 Osaki Electric Co.,Ltd. 【J-GAAP】
Guidance Update ReportOsaki Electric Co.,Ltd. <6644> [TSE Prime] announced a revision to its performance and dividend after the market closed on February 19th (15:35). The consolidated net income forecast for the fiscal year ending March 2026 has been revised upward 44.4%, from the previous forecast of 3.60 billion yen to 5.20 billion yen (compared to 3.50 billion yen in the previous period), increasing the growth rate from 2.7% to 48.4%, reaches new record high for the first time in nine terms.
Based on the upwardly revised full-year plan announced by the company, our calculation indicates that the October to March period (second half) consolidated net income is expected to increase 55.0%, from the previous forecast of 2.90 billion yen to 4.50 billion yen (compared to 2.93 billion yen in the same period of the previous year), turning to a 53.7% increase in the consolidated net income outlook.
In light of the strong performance, the company has increased its planned annual dividend for the current fiscal year from the original plan of 35 yen to 45 yen (compared to 22 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 | 52,571 | 3,920 | 3,835 | 2,907 | 65.2 | 18 | Nov 4, 2025 | J-GAAP |
| Oct - Mar, 2025 New | 52,571 | 3,920 | 3,835 | 4,507 | 101.1 | 28 | Feb 19, 2026 | J-GAAP |
| Revision Rate | 0.0% | 0.0% | 0.0% | +55.0% | +55.0% |
Full Year Update
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Mar, 2026 Prev | 98,000 | 5,800 | 5,700 | 3,600 | 80.7 | 35 | May 12, 2025 | J-GAAP |
| Mar, 2026 New | 98,000 | 5,800 | 5,700 | 5,200 | 116.6 | 45 | Feb 19, 2026 | J-GAAP |
| Revision Rate | 0.0% | 0.0% | 0.0% | +44.4% | +44.4% |
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 | 52,651 | 3,971 | 3,818 | 2,933 | 63.2 | 12 | May 12, 2025 | J-GAAP |
| Oct - Mar, 2025 Guidance | 52,571 | 3,920 | 3,835 | 4,507 | 101.1 | 28 | Feb 19, 2026 | J-GAAP |
| YoY | -0.2% | -1.3% | +0.4% | +53.7% | +60.0% |
Current Period Guidance
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Mar, 2024 | 95,147 | 5,874 | 5,488 | 2,407 | 51.4 | 20 | May 9, 2024 | J-GAAP |
| Mar, 2025 | 97,102 | 5,701 | 5,386 | 3,504 | 75.5 | 22 | May 12, 2025 | J-GAAP |
| Mar, 2026 Guidance | 98,000 | 5,800 | 5,700 | 5,200 | 116.6 | 45 | Feb 19, 2026 | J-GAAP |
| YoY | +0.9% | +1.7% | +5.8% | +48.4% | +54.5% |
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