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

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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 Results

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	66,125	5,104	5,327	3,674	208.9	49.5	Jun 4, 2024	J-GAAP
Nov - Apr, 2024	68,982	4,798	5,025	3,405	195.6	54.2	Jun 3, 2025	J-GAAP
Nov - Apr, 2025	76,779	5,594	5,845	4,199	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	70,000	5,000	5,100	3,500	205.0	75	Dec 9, 2025	J-GAAP
Nov - Apr, 2025 Results	76,779	5,594	5,845	4,199	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	144,000	10,700	11,000	7,700	450.8	150	Dec 9, 2025	J-GAAP
Oct, 2026 New	154,000	11,200	11,700	8,500	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	66,609	4,154	4,247	3,312	191.1	75	Dec 9, 2025	J-GAAP
May - Oct, 2026 Guidance	77,221	5,606	5,855	4,301	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	136,153	10,349	10,761	7,578	432.1	130	Dec 9, 2024	J-GAAP
Oct, 2025	135,591	8,952	9,272	6,717	387.6	150	Dec 9, 2025	J-GAAP
Oct, 2026 Guidance	154,000	11,200	11,700	8,500	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	32,170	2,094	2,175	1,459	83.8	6.5	Jun 3, 2025	J-GAAP
May - Jul, 2025	32,419	1,946	2,014	1,549	89.2	6.0	Sep 4, 2025	J-GAAP
Aug - Oct, 2025	34,190	2,208	2,233	1,763	101.7	6.5	Dec 9, 2025	J-GAAP
Nov - Jan, 2025	36,272	2,353	2,487	1,656	96.7	6.5	Mar 6, 2026	J-GAAP
Feb - Apr, 2026	40,507	3,241	3,358	2,543	148.6	8.0	Jun 4, 2026	J-GAAP
YoY	+25.9%	+54.8%	+54.4%	+74.3%	+77.3%