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KANEFUSA, Ordinary Profit Forecast for Last Fiscal Year Revised Upward by 34%, Dividend Revised Upward by 8.5 Yen
5984 KANEFUSA CORPORATION 【J-GAAP】
Guidance Update ReportKANEFUSA CORPORATION <5984> [TSE Std] announced a revision to its performance and dividend in the afternoon session on May 8th (13:40). The consolidated ordinary profit forecast for the fiscal year ending March 2026 has been revised upward 34.4%, from the previous forecast of 1.00 billion yen to 1.34 billion yen (compared to 0.70 billion yen in the previous period), increasing the growth rate from 41.4% to 90.1%.
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 58.7%, from the previous forecast of 0.58 billion yen to 0.93 billion yen (compared to 0.56 billion yen in the same period of the previous year), increasing the growth rate from 4.6% to 66.1%.
In light of the strong performance, the company has significantly increased its planned annual dividend for the last fiscal year from the original plan of 17.5 yen to 26 yen (compared to 25 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 | 10,223 | 565 | 586 | 401 | 28.9 | 10 | Nov 10, 2025 | J-GAAP |
| Oct - Mar, 2025 New | 11,170 | 655 | 930 | 732 | 52.7 | 18.50 | May 8, 2026 | J-GAAP |
| Revision Rate | +9.3% | +15.9% | +58.7% | +82.5% | +82.7% |
Full Year Update
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Mar, 2026 Prev | 20,000 | 1,000 | 1,000 | 700 | 50.4 | 17.50 | May 9, 2025 | J-GAAP |
| Mar, 2026 New | 20,947 | 1,090 | 1,344 | 1,031 | 74.2 | 26 | May 8, 2026 | J-GAAP |
| Revision Rate | +4.7% | +9.0% | +34.4% | +47.3% | +47.4% |
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 | 10,167 | 353 | 560 | 945 | 68.0 | 17.50 | May 9, 2025 | J-GAAP |
| Oct - Mar, 2025 Guidance | 11,170 | 655 | 930 | 732 | 52.7 | 18.50 | May 8, 2026 | J-GAAP |
| YoY | +9.9% | +85.6% | +66.1% | -22.5% | -22.5% |
Current Period Guidance
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Mar, 2024 | 20,080 | 1,054 | 1,444 | 886 | 63.8 | 22.50 | May 10, 2024 | J-GAAP |
| Mar, 2025 | 20,231 | 747 | 707 | 984 | 70.8 | 25 | May 9, 2025 | J-GAAP |
| Mar, 2026 Guidance | 20,947 | 1,090 | 1,344 | 1,031 | 74.2 | 26 | May 8, 2026 | J-GAAP |
| YoY | +3.5% | +45.9% | +90.1% | +4.8% | +4.8% |
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