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YAMADA, Ordinary Profit Forecast for Last Fiscal Year Revised Upward to an Unexpected 23% Increase, Highest in Two Terms, Dividend Revised Upward by 10 Yen

Fri May 8, 2026 1:30 pm JST Revision

6392 YAMADA CORPORATION 【J-GAAP】

Guidance Update Report

YAMADA CORPORATION <6392> [TSE Std] announced a revision to its performance and dividend in the afternoon session on May 8th (13:30). The consolidated ordinary profit forecast for the fiscal year ending March 2026 has been revised upward 28.6%, from the previous forecast of 2.10 billion yen to 2.70 billion yen (compared to 2.18 billion yen in the previous period), reaches new record high for the first time in two terms, turning to a 23.4% 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 71.8%, from the previous forecast of 0.83 billion yen to 1.43 billion yen (compared to 1.10 billion yen in the same period of the previous year), turning to a 29.6% 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 210 yen to 220 yen (compared to 210 yen in the previous period).

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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 7,418 784 836 620 259.0 110 Nov 13, 2025 J-GAAP
Oct - Mar, 2025 New 8,538 1,444 1,436 850 355.1 120 May 8, 2026 J-GAAP
Revision Rate +15.1% +84.2% +71.8% +37.1% +37.1%

Full Year Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2026 Prev 15,100 2,000 2,100 1,500 626.7 210 Nov 11, 2025 J-GAAP
Mar, 2026 New 16,220 2,660 2,700 1,730 722.7 220 May 8, 2026 J-GAAP
Revision Rate +7.4% +33.0% +28.6% +15.3% +15.3%

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 7,487 1,013 1,108 818 341.8 110 May 12, 2025 J-GAAP
Oct - Mar, 2025 Guidance 8,538 1,444 1,436 850 355.1 120 May 8, 2026 J-GAAP
YoY +14.0% +42.5% +29.6% +3.9% +3.9%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 14,753 2,465 2,553 1,918 801.4 230 May 13, 2024 J-GAAP
Mar, 2025 14,628 1,962 2,188 1,607 671.5 210 May 12, 2025 J-GAAP
Mar, 2026 Guidance 16,220 2,660 2,700 1,730 722.7 220 May 8, 2026 J-GAAP
YoY +10.9% +35.6% +23.4% +7.7% +7.6%

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