KADOYA SESAME MILLS, Ordinary Profit Forecast for the Fiscal Year Revised Upward to an Unexpected 6% Increase, Dividend Revised Upward by 10 Yen

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Wed Nov 5, 2025 3:30 pm JST Earnings

2612 KADOYA SESAME MILLS INCORPORATED 【J-GAAP】

Earnings Report

KADOYA SESAME MILLS INCORPORATED <2612> [TSE Std] announced its financial results after the market closed on November 5th (15:30). The consolidated ordinary profit for the cumulative second quarter of the fiscal year ending March 2026 (April to September) increased 20.4% from the same period last year, reaching 2.48 billion yen, resulting in an increase in profits compared to the previous forecast of a 3.1% decrease.

In addition, the full-year forecast for consolidated ordinary profit has been revised upward 12.5%, from the previous forecast of 3.20 billion yen to 3.60 billion yen (compared to 3.39 billion yen in the previous period), turning to a 6.1% increase in the consolidated ordinary profit outlook.

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 October to March period (second half) is expected to decrease 16.2% from the same period last year to 1.11 billion yen.

In light of the strong performance, the company has increased its planned year-end lump-sum dividend for the current fiscal year from the original plan of 95 yen to 105 yen (compared to 100 yen in the previous period).

In the most recent three-month period, from July to September (2Q), the consolidated ordinary profit increased 54.8% from the same period last year, reaching 1.24 billion yen. The operating profit margin improved from 8.9% in the same period last year to 11.8%.

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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
Apr - Sep, 2023	18,019	1,979	2,182	1,457	158.4	64.0	Nov 8, 2023	J-GAAP
Apr - Sep, 2024	19,669	2,009	2,064	1,402	152.4	60.8	Nov 5, 2024	J-GAAP
Apr - Sep, 2025	20,614	2,455	2,485	1,691	183.7	69.0	Nov 5, 2025	J-GAAP
YoY	+4.8%	+22.2%	+20.4%	+20.6%	+20.5%

First Half Results vs. Previous Guidance

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Apr - Sep, 2025 Guidance	20,500	1,900	2,000	1,350	146.7	0	May 12, 2025	J-GAAP
Apr - Sep, 2025 Results	20,614	2,455	2,485	1,691	183.7	0	Nov 5, 2025	J-GAAP
Revision Rate	+0.6%	+29.2%	+24.3%	+25.3%	+25.3%

Guidance Update

Full Year Update

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Mar, 2026 Prev	40,000	3,100	3,200	2,150	233.6	95	May 12, 2025	J-GAAP
Mar, 2026 New	40,500	3,500	3,600	2,450	266.2	105	Nov 5, 2025	J-GAAP
Revision Rate	+1.3%	+12.9%	+12.5%	+14.0%	+14.0%

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	19,781	1,157	1,330	955	103.8	100	May 12, 2025	J-GAAP
Oct - Mar, 2025 Guidance	19,886	1,045	1,115	759	82.5	105	Nov 5, 2025	J-GAAP
YoY	+0.5%	-9.7%	-16.2%	-20.5%	-20.5%

Current Period Guidance

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Mar, 2024	35,680	3,117	3,409	2,255	245.1	100	May 14, 2024	J-GAAP
Mar, 2025	39,450	3,166	3,394	2,357	256.1	100	May 12, 2025	J-GAAP
Mar, 2026 Guidance	40,500	3,500	3,600	2,450	266.2	105	Nov 5, 2025	J-GAAP
YoY	+2.7%	+10.5%	+6.1%	+3.9%	+3.9%

Quarterly Results

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Operating Profit Margin	Announce	Accounting Standards
Jul - Sep, 2024	10,069	897	805	553	60.1	8.9	Nov 5, 2024	J-GAAP
Oct - Dec, 2024	10,216	802	983	673	73.1	7.9	Feb 6, 2025	J-GAAP
Jan - Mar, 2025	9,565	355	347	282	30.6	3.7	May 12, 2025	J-GAAP
Apr - Jun, 2025	10,566	1,267	1,239	834	90.7	12.0	Aug 1, 2025	J-GAAP
Jul - Sep, 2025	10,048	1,188	1,246	857	93.1	11.8	Nov 5, 2025	J-GAAP
YoY	-0.2%	+32.4%	+54.8%	+55.0%	+54.8%