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SENSHU ELECTRIC, Ordinary Profit Forecast for the Fiscal Year Revised Upward by 6%, Exceeded Record Profit Forecast, Dividend Revised Upward by 10 Yen

Thu Jun 4, 2026 2:00 pm JST Earnings

9824 SENSHU ELECTRIC CO.,LTD. 【J-GAAP】

Earnings Report

SENSHU ELECTRIC CO.,LTD. <9824> [TSE Prime] announced its financial results in the afternoon session on June 4th (14:00). The consolidated ordinary profit for the cumulative second quarter of the fiscal year ending October 2026 (November 2025 to April 2026) increased 16.3% from the same period last year, reaching 5.84 billion yen.

In addition, the full-year forecast for consolidated ordinary profit has been revised upward 6.4%, from the previous forecast of 11.0 billion yen to 11.7 billion yen (compared to 9.27 billion yen in the previous period), increasing the growth rate from 18.6% to 26.2%. The company has further increased its previous forecast of record profits for the first time in two years.

Based on the first-half performance announced by the company and the full-year plan, our calculation indicates that the consolidated ordinary profit for the May to October period (second half) is expected to expand 37.9% from the same period last year, reaching 5.85 billion yen.

In light of the strong performance, the company has increased its planned annual dividend for the current fiscal year from the original plan of 150 yen to 160 yen (compared to 150 yen in the previous period).

In the most recent three-month period, from February to April (2Q), the consolidated ordinary profit increased 54.4% from the same period last year, reaching 3.35 billion yen. The operating profit margin improved from 6.5% in the same period last year to 8.0%.

Kabutan News

Actual Performance and Financial Trends

Accumulated Results 2nd Quarter
Fiscal Year Revenue Operating
Profit
Ordinary
Profit
Net
Profit
Adj.
EPS
Progress Rate
vs. First Half
Announce Accounting
Standards
Nov - Apr, 2023
66,125M 5,104M 5,327M 3,674M 208.9 49.5 Jun 4, 2024 J-GAAP
Nov - Apr, 2024
68,982M 4,798M 5,025M 3,405M 195.6 54.2 Jun 3, 2025 J-GAAP
Nov - Apr, 2025
76,779M 5,594M 5,845M 4,199M 245.4 50.0 Jun 4, 2026 J-GAAP
YoY +11.3% +16.6% +16.3% +23.3% +25.4%
First Half Results vs. Previous Guidance
Fiscal Year Revenue Operating
Profit
Ordinary
Profit
Net
Profit
Adj.
EPS
Adj.
Dividend
Announce Accounting
Standards
Nov - Apr, 2025 Guidance 70,000M 5,000M 5,100M 3,500M 205.0 75 Dec 9, 2025 J-GAAP
Nov - Apr, 2025 Results 76,779M 5,594M 5,845M 4,199M 245.4 80 Jun 4, 2026 J-GAAP
Revision Rate +9.7% +11.9% +14.6% +20.0% +19.7%

Guidance Update

Full Year Update
Fiscal Year Revenue Operating
Profit
Ordinary
Profit
Net
Profit
Adj.
EPS
Adj.
Dividend
Announce Accounting
Standards
Oct, 2026 Prev 144,000M 10,700M 11,000M 7,700M 450.8 150 Dec 9, 2025 J-GAAP
Oct, 2026 New 154,000M 11,200M 11,700M 8,500M 497.6 160 Jun 4, 2026 J-GAAP
Revision Rate +6.9% +4.7% +6.4% +10.4% +10.4%

Current Period Guidance

Second Half Results
Fiscal Year Revenue Operating
Profit
Ordinary
Profit
Net
Profit
Adj.
EPS
Adj.
Dividend
Announce Accounting
Standards
May - Oct, 2025
66,609M 4,154M 4,247M 3,312M 191.1 75 Dec 9, 2025 J-GAAP
Guidance
May - Oct, 2026
77,221M 5,606M 5,855M 4,301M 251.8 80 Jun 4, 2026 J-GAAP
YoY +15.9% +35.0% +37.9% +29.9% +31.7%
Current Period Guidance
Fiscal Year Revenue Operating
Profit
Ordinary
Profit
Net
Profit
Adj.
EPS
Adj.
Dividend
Announce Accounting
Standards
Oct, 2024
136,153M 10,349M 10,761M 7,578M 432.1 130 Dec 9, 2024 J-GAAP
Oct, 2025
135,591M 8,952M 9,272M 6,717M 387.6 150 Dec 9, 2025 J-GAAP
Guidance
Oct, 2026
154,000M 11,200M 11,700M 8,500M 497.6 160 Jun 4, 2026 J-GAAP
YoY +13.6% +25.1% +26.2% +26.5% +28.4%

Quarterly Results

Fiscal Year Revenue Operating
Profit
Ordinary
Profit
Net
Profit
Adj.
EPS
Operating
Profit Margin
Announce Accounting
Standards
Feb - Apr, 2025
32,170M 2,094M 2,175M 1,459M 83.8 6.5 Jun 3, 2025 J-GAAP
May - Jul, 2025
32,419M 1,946M 2,014M 1,549M 89.2 6.0 Sep 4, 2025 J-GAAP
Aug - Oct, 2025
34,190M 2,208M 2,233M 1,763M 101.7 6.5 Dec 9, 2025 J-GAAP
Nov - Jan, 2025
36,272M 2,353M 2,487M 1,656M 96.7 6.5 Mar 6, 2026 J-GAAP
Feb - Apr, 2026
40,507M 3,241M 3,358M 2,543M 148.6 8.0 Jun 4, 2026 J-GAAP
YoY +25.9% +54.8% +54.4% +74.3% +77.3%