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Showa Manufacturing, Ordinary Profit Forecast for the Fiscal Year Revised Upward to an Unexpected 10% Increase, Raises Record High Profit, Dividend Revised Upward by 50 Yen
5953 Showa Manufacturing Co.,Ltd. 【J-GAAP】
Guidance Update ReportShowa Manufacturing Co.,Ltd. <5953> [FSE] announced a revision to its performance and dividend after the market closed on March 25th (17:00). The consolidated ordinary profit forecast for the fiscal year ending March 2026 has been revised upward 33.6%, from the previous forecast of 1.10 billion yen to 1.47 billion yen (compared to 1.34 billion yen in the previous period), record profits reach three consecutive terms, turning to a 9.5% 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 is expected to increase 58.5%, from the previous forecast of 0.63 billion yen to 1.00 billion yen (compared to 0.89 billion yen in the same period of the previous year), turning to a 12.2% 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 100 yen to 150 yen (compared to 120 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 | 8,879 | 650 | 632 | 442 | 536.7 | 100 | Nov 7, 2025 | J-GAAP |
| Oct - Mar, 2025 New | 8,679 | 920 | 1,002 | 692 | 840.2 | 150 | Mar 25, 2026 | J-GAAP |
| Revision Rate | -2.3% | +41.5% | +58.5% | +56.6% | +56.6% |
Full Year Update
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Mar, 2026 Prev | 15,200 | 980 | 1,100 | 750 | 910.6 | 100 | May 14, 2025 | J-GAAP |
| Mar, 2026 New | 15,000 | 1,250 | 1,470 | 1,000 | 1,214.1 | 150 | Mar 25, 2026 | J-GAAP |
| Revision Rate | -1.3% | +27.6% | +33.6% | +33.3% | +33.3% |
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 | 8,068 | 806 | 893 | 775 | 941.1 | 120 | May 14, 2025 | J-GAAP |
| Oct - Mar, 2025 Guidance | 8,679 | 920 | 1,002 | 692 | 840.2 | 150 | Mar 25, 2026 | J-GAAP |
| YoY | +7.6% | +14.1% | +12.2% | -10.7% | -10.7% |
Current Period Guidance
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Mar, 2024 | 13,515 | 662 | 832 | 1,048 | 1,272.9 | 140 | May 10, 2024 | J-GAAP |
| Mar, 2025 | 14,420 | 1,205 | 1,342 | 1,047 | 1,271.4 | 120 | May 14, 2025 | J-GAAP |
| Mar, 2026 Guidance | 15,000 | 1,250 | 1,470 | 1,000 | 1,214.1 | 150 | Mar 25, 2026 | J-GAAP |
| YoY | +4.0% | +3.7% | +9.5% | -4.5% | -4.5% |
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