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Kojima, Ordinary Profit Forecast for the Fiscal Year Revised Upward by 8%, Dividend Revised Upward by 2 Yen
7513 Kojima Co.,Ltd. 【J-GAAP】
Earnings ReportKojima Co.,Ltd. <7513> [TSE Prime] announced its financial results after the market closed on April 9th (15:30). The ordinary profit (non-consolidated) for the cumulative second quarter of the fiscal year ending August 2026 (September 2025 to February 2026) increased 14.4% from the same period last year, reaching 4.21 billion yen.
In addition, the full-year forecast for ordinary profit has been revised upward 7.6%, from the previous forecast of 7.90 billion yen to 8.50 billion yen (compared to 7.73 billion yen in the previous period), increasing the growth rate from 2.2% to 9.9%.
Based on the first-half performance announced by the company and the full-year plan, our calculation indicates that the ordinary profit for the March to August period (second half) is expected to grow 5.9% from the same period last year, reaching 4.28 billion yen.
In light of the strong performance, the company has increased its planned year-end lump-sum dividend for the current fiscal year from the original plan of 22 yen to 24 yen (compared to 22 yen in the previous period).
In the most recent three-month period, from December to February (2Q), the ordinary profit decreased to 2.95 billion yen, a 3.4% decrease compared to the same period last year. The operating profit margin remained almost flat, changing from 3.9% in the same period last year to 3.7%.
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Actual Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Progress Rate vs. First Half | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Sep - Feb, 2023 | 129,385 | 2,188 | 2,335 | 1,633 | 21.1 | 35.2 | Apr 11, 2024 | J-GAAP |
| Sep - Feb, 2024 | 136,667 | 3,440 | 3,688 | 2,491 | 32.3 | 47.7 | Apr 10, 2025 | J-GAAP |
| Sep - Feb, 2025 | 143,937 | 4,074 | 4,218 | 2,819 | 36.4 | 49.6 | Apr 9, 2026 | J-GAAP |
| YoY | +5.3% | +18.4% | +14.4% | +13.2% | +12.6% |
First Half Results vs. Previous Guidance
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Sep - Feb, 2025 Guidance | 143,000 | 3,500 | 3,700 | 2,500 | 32.3 | 0 | Oct 9, 2025 | J-GAAP |
| Sep - Feb, 2025 Results | 143,937 | 4,074 | 4,218 | 2,819 | 36.4 | 0 | Apr 9, 2026 | J-GAAP |
| Revision Rate | +0.7% | +16.4% | +14.0% | +12.8% | +12.8% |
Guidance Update
Full Year Update
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Aug, 2026 Prev | 294,000 | 7,600 | 7,900 | 4,900 | 63.2 | 22 | Oct 9, 2025 | J-GAAP |
| Aug, 2026 New | 294,000 | 8,200 | 8,500 | 5,300 | 68.4 | 24 | Apr 9, 2026 | J-GAAP |
| Revision Rate | 0.0% | +7.9% | +7.6% | +8.2% | +8.2% |
Current Period Guidance
Second Half Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Mar - Aug, 2025 | 146,123 | 3,885 | 4,044 | 2,218 | 28.8 | 22 | Oct 9, 2025 | J-GAAP |
| Mar - Aug, 2026 Guidance | 150,063 | 4,126 | 4,282 | 2,481 | 32.0 | 24 | Apr 9, 2026 | J-GAAP |
| YoY | +2.7% | +6.2% | +5.9% | +11.9% | +11.3% |
Current Period Guidance
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Aug, 2024 | 269,868 | 6,359 | 6,627 | 4,001 | 51.9 | 16 | Oct 10, 2024 | J-GAAP |
| Aug, 2025 | 282,790 | 7,325 | 7,732 | 4,709 | 61.1 | 22 | Oct 9, 2025 | J-GAAP |
| Aug, 2026 Guidance | 294,000 | 8,200 | 8,500 | 5,300 | 68.4 | 24 | Apr 9, 2026 | J-GAAP |
| YoY | +4.0% | +11.9% | +9.9% | +12.6% | +12.0% |
Quarterly Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Operating Profit Margin | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Dec - Feb, 2024 | 74,362 | 2,886 | 3,056 | 2,088 | 27.1 | 3.9 | Apr 10, 2025 | J-GAAP |
| Mar - May, 2025 | 73,456 | 2,077 | 2,128 | 1,483 | 19.2 | 2.8 | Jul 10, 2025 | J-GAAP |
| Jun - Aug, 2025 | 72,667 | 1,808 | 1,916 | 735 | 9.5 | 2.5 | Oct 9, 2025 | J-GAAP |
| Sep - Nov, 2025 | 65,668 | 1,211 | 1,267 | 832 | 10.8 | 1.8 | Jan 9, 2026 | J-GAAP |
| Dec - Feb, 2025 | 78,269 | 2,863 | 2,951 | 1,987 | 25.7 | 3.7 | Apr 9, 2026 | J-GAAP |
| YoY | +5.3% | -0.8% | -3.4% | -4.8% | -5.3% |
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