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YONDENKO, Ordinary Profit Forecast for Last Fiscal Year Revised Upward to an Unexpected 9% Increase, Raises Record High Profit, Dividend Revised Upward by 5 Yen

Thu Apr 23, 2026 4:00 pm JST Revision

1939 YONDENKO CORPORATION 【J-GAAP】

Guidance Update Report

YONDENKO CORPORATION <1939> [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 9.4%, from the previous forecast of 8.50 billion yen to 9.30 billion yen (compared to 8.53 billion yen in the previous period), record profits reach three consecutive terms, turning to a 9.0% 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 17.4%, from the previous forecast of 4.59 billion yen to 5.39 billion yen (compared to 3.76 billion yen in the same period of the previous year), increasing the growth rate from 22.1% to 43.3%.

In light of the strong performance, the company has increased its planned annual dividend for the last fiscal year from the original plan of 72 yen to 77 yen.

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 56,397M 4,365M 4,599M 3,341M 70.6 40 Jan 30, 2026 J-GAAP
Oct - Mar, 2025 New 55,797M 5,165M 5,399M 4,841M 102.3 45 Apr 23, 2026 J-GAAP
Revision Rate -1.1% +18.3% +17.4% +44.9% +45.0%
Full Year Update
Fiscal Year Revenue Operating
Profit
Ordinary
Profit
Net
Profit
Adj.
EPS
Adj.
Dividend
Announce Accounting
Standards
Mar, 2026 Prev 100,000M 8,000M 8,500M 6,000M 126.8 72 Jan 30, 2026 J-GAAP
Mar, 2026 New 99,400M 8,800M 9,300M 7,500M 158.5 77 Apr 23, 2026 J-GAAP
Revision Rate -0.6% +10.0% +9.4% +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
56,259M 3,528M 3,768M 2,428M 51.4 35 Apr 30, 2025 J-GAAP
Guidance
Oct - Mar, 2025
55,797M 5,165M 5,399M 4,841M 102.3 45 Apr 23, 2026 J-GAAP
YoY -0.8% +46.4% +43.3% +99.4% +99.1%
Current Period Guidance
Fiscal Year Revenue Operating
Profit
Ordinary
Profit
Net
Profit
Adj.
EPS
Adj.
Dividend
Announce Accounting
Standards
Mar, 2024
92,112M 6,444M 7,012M 4,571M 96.7 46.67 Apr 26, 2024 J-GAAP
Mar, 2025
105,877M 8,073M 8,536M 5,173M 109.5 65 Apr 30, 2025 J-GAAP
Guidance
Mar, 2026
99,400M 8,800M 9,300M 7,500M 158.5 77 Apr 23, 2026 J-GAAP
YoY -6.1% +9.0% +9.0% +45.0% +44.8%