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Stock in Focus: Osaki Electric Gains Attention on Expectations for Earnings Growth from Next Fiscal Year Onward

Mon Mar 30, 2026 10:00 am JST Catalyst

Osaki Electric Co.,Ltd. <6644> is attracting attention. In February, the company revised upward its consolidated net profit forecast for the fiscal year ending March 2026 from the previous estimate of \3.6 billion to \5.2 billion, marking a 48.4% increase from the previous year. The company is expected to post its highest profit in nine years, mainly due to the booking of gains from real estate sales. The company also announced an increase in its dividend for the current fiscal year to \45 per share, up \10 from the previous forecast (compared to \22 in the previous year). Furthermore, from the fiscal year ending March 2027 onward, second-generation smart meters, which automatically aggregate meter-reading data and enable monitoring of electricity consumption in households and buildings, are expected to make a full-scale contribution to earnings. With the contribution of these meters, earnings growth is anticipated from the next fiscal year onward.

In February, the company announced a share buyback program along with the dividend increase, demonstrating an aggressive stance toward shareholder returns. While the stock price has recently shown a stronger upward trend, the company's earnings expansion warrants a positive outlook for further gains beyond the \2,000 level. (Chiwa)

Source: MINKABU PRESS

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