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eXmotion, Dec-Feb (1Q) Ordinary Profit Increases by 57%, Dividend Effectively Increased
4394 eXmotion Co.,Ltd. 【J-GAAP】
Earnings ReporteXmotion Co.,Ltd. <4394> [TSE Growth] announced its financial results after the market closed on April 3rd (15:30). The consolidated ordinary profit for the first quarter of the fiscal year ending November 2026 (December 2025 to February 2026) expanded 58 million yen, an increase 56.8% compared to the same period last year. Progress toward the plan for the six months ending May (first half) of 83 million yen was 69.9%, also surpassing the five-year average of 52.2%.
At the same time, due to a planned 2-for-1 forward stock split is scheduled for May 31, the the annual dividend has been revised from the original plan of 21 yen to 15 yen (equivalent to 25 yen before the forward stock split) This effectively represents a 19.0% increase in the annual dividend.
In the most recent three-month period, from December to February (1Q), the operating profit margin jumped from 10.8% in the same period last year to 15.9%.
Kabutan News
Actual Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Progress Rate vs. First Half | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Dec - Feb, 2023 | 288 | 6 | 8 | 3 | 1.1 | 29.6 | Apr 5, 2024 | J-GAAP |
| Dec - Feb, 2024 | 342 | 37 | 37 | 23 | 7.7 | 48.1 | Apr 4, 2025 | J-GAAP |
| Dec - Feb, 2025 | 358 | 57 | 58 | 38 | 12.6 | 69.9 | Apr 3, 2026 | J-GAAP |
| YoY | +4.7% | +54.1% | +56.8% | +65.2% | +63.5% |
Guidance Update
First Half Update
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Dec - May, 2025 Prev | 702 | 82 | 83 | 53 | 17.5 | 0 | Jan 9, 2026 | J-GAAP |
| Dec - May, 2025 New | 702 | 82 | 83 | 53 | 17.5 | 5 | Apr 3, 2026 | J-GAAP |
| Revision Rate | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% |
Full Year Update
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Nov, 2026 Prev | 1,451 | 204 | 206 | 133 | 44.0 | 21 | Jan 9, 2026 | J-GAAP |
| Nov, 2026 New | 1,451 | 204 | 206 | 133 | 44.0 | 25 | Apr 3, 2026 | J-GAAP |
| Revision Rate | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% |
Current Period Guidance
H1 Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Dec - May, 2024 | 676 | 75 | 77 | 48 | 16.2 | 0 | Jul 4, 2025 | J-GAAP |
| Dec - May, 2025 Guidance | 702 | 82 | 83 | 53 | 17.5 | 5 | Apr 3, 2026 | J-GAAP |
| YoY | +3.8% | +9.3% | +7.8% | +10.4% | +8.0% |
Current Period Guidance
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Nov, 2024 | 1,284 | 155 | 157 | 99 | 32.9 | 19 | Jan 10, 2025 | J-GAAP |
| Nov, 2025 | 1,386 | 189 | 194 | 127 | 42.2 | 20 | Jan 9, 2026 | J-GAAP |
| Nov, 2026 Guidance | 1,451 | 204 | 206 | 133 | 44.0 | 25 | Apr 3, 2026 | J-GAAP |
| YoY | +4.7% | +7.9% | +6.2% | +4.7% | +4.1% |
Quarterly Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Operating Profit Margin | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Dec - Feb, 2024 | 342 | 37 | 37 | 23 | 7.7 | 10.8 | Apr 4, 2025 | J-GAAP |
| Mar - May, 2025 | 334 | 38 | 40 | 25 | 8.5 | 11.4 | Jul 4, 2025 | J-GAAP |
| Jun - Aug, 2025 | 350 | 57 | 59 | 38 | 12.7 | 16.3 | Oct 3, 2025 | J-GAAP |
| Sep - Nov, 2025 | 360 | 57 | 58 | 41 | 13.6 | 15.8 | Jan 9, 2026 | J-GAAP |
| Dec - Feb, 2025 | 358 | 57 | 58 | 38 | 12.6 | 15.9 | Apr 3, 2026 | J-GAAP |
| YoY | +4.7% | +54.1% | +56.8% | +65.2% | +63.5% |
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