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Hayashikane Sangyo, Ordinary Profit Forecast for the Fiscal Year Revised Upward to an Unexpected 10% Increase, Dividend Revised Upward by 28 Yen
2286 Hayashikane Sangyo Co., Ltd. 【J-GAAP】
Guidance Update ReportHayashikane Sangyo Co., Ltd. <2286> [TSE Std] announced a revision to its performance and dividend after the market closed on March 13th (15:40). The consolidated ordinary profit forecast for the fiscal year ending March 2026 has been revised upward 30.4%, from the previous forecast of 1.15 billion yen to 1.50 billion yen (compared to 1.36 billion yen in the previous period), turning to a 10.1% increase in the consolidated ordinary profit outlook.
Based on the upwardly revised full-year plan announced by the company, our calculation indicates that the October to March period (second half) consolidated ordinary profit has been revised upward 2.9 times, from the previous forecast of 0.18 billion yen to 0.53 billion yen (compared to 0.99 billion yen in the same period of the previous year), and the declining rate is expected to decrease from 81.8% to 46.7%.
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 15 yen to 43 yen (compared to 25 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 | 25,631 | 163 | 181 | 65 | 8.0 | 15 | Nov 14, 2025 | J-GAAP |
| Oct - Mar, 2025 New | 23,131 | 363 | 531 | 265 | 32.5 | 43 | Mar 13, 2026 | J-GAAP |
| Revision Rate | -9.8% | +122.7% | +193.4% | +307.7% | +307.7% |
Full Year Update
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Mar, 2026 Prev | 48,000 | 950 | 1,150 | 800 | 98.0 | 15 | May 15, 2025 | J-GAAP |
| Mar, 2026 New | 45,500 | 1,150 | 1,500 | 1,000 | 122.5 | 43 | Mar 13, 2026 | J-GAAP |
| Revision Rate | -5.2% | +21.1% | +30.4% | +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 | 24,590 | 879 | 996 | 814 | 95.2 | 25 | May 15, 2025 | J-GAAP |
| Oct - Mar, 2025 Guidance | 23,131 | 363 | 531 | 265 | 32.5 | 43 | Mar 13, 2026 | J-GAAP |
| YoY | -5.9% | -58.7% | -46.7% | -67.4% | -65.9% |
Current Period Guidance
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Mar, 2024 | 47,376 | 698 | 913 | 749 | 85.9 | 15 | May 15, 2024 | J-GAAP |
| Mar, 2025 | 49,267 | 1,076 | 1,363 | 1,055 | 123.4 | 25 | May 15, 2025 | J-GAAP |
| Mar, 2026 Guidance | 45,500 | 1,150 | 1,500 | 1,000 | 122.5 | 43 | Mar 13, 2026 | J-GAAP |
| YoY | -7.6% | +6.9% | +10.1% | -5.2% | -0.8% |
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