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TOKYO ENERGY & SYSTEMS, Ordinary Profit Forecast for Last Fiscal Year Revised Upward by 34%, Dividend Revised Upward by 6 Yen
1945 TOKYO ENERGY & SYSTEMS INC. 【J-GAAP】
Guidance Update ReportTOKYO ENERGY & SYSTEMS INC. <1945> [TSE Prime] announced a revision to its performance and dividend after the market closed on April 23rd (16:00). The consolidated ordinary profit forecast for the fiscal year ending March 2026 has been revised upward 34.1%, from the previous forecast of 4.10 billion yen to 5.50 billion yen (compared to 3.34 billion yen in the previous period), increasing the growth rate from 22.7% to 64.6%.
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 51.7%, from the previous forecast of 2.70 billion yen to 4.10 billion yen (compared to 3.09 billion yen in the same period of the previous year), turning to a 32.6% increase in the consolidated ordinary profit outlook.
In light of the strong performance, the company has increased its planned annual dividend for the last fiscal year from the original plan of 57 yen to 63 yen (compared to 52 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 | 47,717 | 2,720 | 2,709 | 1,911 | 57.7 | 29 | Nov 5, 2025 | J-GAAP |
| Oct - Mar, 2025 New | 48,717 | 3,520 | 4,109 | 2,811 | 84.5 | 35 | Apr 23, 2026 | J-GAAP |
| Revision Rate | +2.1% | +29.4% | +51.7% | +47.1% | +46.6% |
Full Year Update
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Mar, 2026 Prev | 82,000 | 3,900 | 4,100 | 3,400 | 102.6 | 57 | May 12, 2025 | J-GAAP |
| Mar, 2026 New | 83,000 | 4,700 | 5,500 | 4,300 | 129.3 | 63 | Apr 23, 2026 | J-GAAP |
| Revision Rate | +1.2% | +20.5% | +34.1% | +26.5% | +26.0% |
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 | 37,181 | 2,914 | 3,099 | 2,270 | 67.8 | 26 | May 12, 2025 | J-GAAP |
| Oct - Mar, 2025 Guidance | 48,717 | 3,520 | 4,109 | 2,811 | 84.5 | 35 | Apr 23, 2026 | J-GAAP |
| YoY | +31.0% | +20.8% | +32.6% | +23.8% | +24.6% |
Current Period Guidance
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Mar, 2024 | 88,467 | 3,959 | 5,212 | 2,960 | 86.7 | 45 | May 8, 2024 | J-GAAP |
| Mar, 2025 | 67,722 | 2,665 | 3,342 | 2,900 | 86.7 | 52 | May 12, 2025 | J-GAAP |
| Mar, 2026 Guidance | 83,000 | 4,700 | 5,500 | 4,300 | 129.3 | 63 | Apr 23, 2026 | J-GAAP |
| YoY | +22.6% | +76.4% | +64.6% | +48.3% | +49.2% |
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