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KUDO, Ordinary Profit Forecast for the Fiscal Year Revised Upward to an Unexpected 17% Increase

Fri May 15, 2026 3:30 pm JST Earnings

1764 KUDO CORPORATION 【J-GAAP】

Earnings Report

KUDO CORPORATION <1764> [TSE Std] announced its financial results after the market closed on May 15th (15:30). The consolidated ordinary profit for the cumulative third quarter of the fiscal year ending June 2026 (July 2025 to March 2026) expanded 799 million yen, an increase 89.8% compared to the same period last year.

In addition, the full-year forecast for consolidated ordinary profit has been revised upward 49.1%, from the previous forecast of 483 million yen to 720 million yen (compared to 616 million yen in the previous period), turning to a 16.9% increase in the consolidated ordinary profit outlook.

Based on the full-year plan announced by the company after the upward revision, our estimate of the consolidated ordinary profit for the January to June period (second half) has been revised upward from an expected loss of 104 million yen to a profit of 133 million yen (compared to a profit of 334 million yen in the same period of the previous year), turning to a profit.

In the most recent three-month period, from January to March (3Q), the consolidated ordinary profit increased 52.5% from the same period last year, reaching 212 million yen. The operating profit margin improved from 2.0% in the same period last year to 3.5%.

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Actual Results

Accumulated Results 3rd Quarter
Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Progress Rate vs. First Half Announce Accounting Standards
Jul - Mar, 2023 14,632 216 205 119 95.5 51.6 May 9, 2024 J-GAAP
Jul - Mar, 2024 16,065 447 421 320 258.0 68.3 May 14, 2025 J-GAAP
Jul - Mar, 2025 18,574 824 799 461 371.2 111.0 May 15, 2026 J-GAAP
YoY +15.6% +84.3% +89.8% +44.1% +43.9%

Guidance Update

Second Half Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Jan - Jun, 2026 Prev 12,446 -8 -104 -43 -34.5 117 Feb 12, 2026 J-GAAP
Jan - Jun, 2026 New 11,872 155 133 50 40.2 117 May 15, 2026 J-GAAP
Revision Rate -4.6% － － － －

Full Year Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Jun, 2026 Prev 24,974 607 483 307 246.3 117 Aug 12, 2025 J-GAAP
Jun, 2026 New 24,400 770 720 400 321.6 117 May 15, 2026 J-GAAP
Revision Rate -2.3% +26.9% +49.1% +30.3% +30.5%

Current Period Guidance

Second Half Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Jan - Jun, 2025 12,114 312 334 240 193.1 117 Aug 12, 2025 J-GAAP
Jan - Jun, 2026 Guidance 11,872 155 133 50 40.2 117 May 15, 2026 J-GAAP
YoY -2.0% -50.3% -60.2% -79.2% -79.2%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Jun, 2024 20,510 427 397 175 140.6 100 Aug 9, 2024 J-GAAP
Jun, 2025 22,497 646 616 483 388.7 117 Aug 12, 2025 J-GAAP
Jun, 2026 Guidance 24,400 770 720 400 321.6 117 May 15, 2026 J-GAAP
YoY +8.5% +19.2% +16.9% -17.2% -17.3%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Jan - Mar, 2025 5,682 113 139 77 62.1 2.0 May 14, 2025 J-GAAP
Apr - Jun, 2025 6,432 199 195 163 131.2 3.1 Aug 12, 2025 J-GAAP
Jul - Sep, 2025 6,342 345 327 192 155.0 5.4 Nov 14, 2025 J-GAAP
Oct - Dec, 2025 6,186 270 260 158 127.3 4.4 Feb 12, 2026 J-GAAP
Jan - Mar, 2026 6,046 209 212 111 89.4 3.5 May 15, 2026 J-GAAP
YoY +6.4% +85.0% +52.5% +44.2% +44.0%

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