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Yashima Denki, Ordinary Profit Forecast for the Fiscal Year Revised Upward by 18%, Raises Record High Profit Forecast, Dividend Revised Upward by 5 Yen

Fri Oct 31, 2025 12:00 pm JST Earnings

3153 Yashima Denki Co.,Ltd. 【J-GAAP】

Earnings Report

Yashima Denki Co.,Ltd. <3153> [TSE Prime] announced its financial results at noon (12:00) on October 31st. The consolidated ordinary profit for the cumulative second quarter of the fiscal year ending March 2026 (April to September) surged 2.8 times that of the same period last year, reaching 1.92 billion yen.

In addition, the full-year forecast for consolidated ordinary profit has been revised upward 17.5%, from the previous forecast of 5.70 billion yen to 6.70 billion yen (compared to 5.37 billion yen in the previous period), increasing the growth rate from 6.1% to 24.7%, further surpassing the previous forecast of record-high profits for four consecutive terms.

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 grow 2.2% from the same period last year, reaching 4.77 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 40 yen to 45 yen (compared to 36 yen in the previous period).

In the most recent three-month period, from July to September (2Q), the consolidated ordinary profit surged 3.5 times that of the same period last year, reaching 1.19 billion yen. The operating profit margin drastically improved from 2.5% in the same period last year to 7.6%.

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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 25,891 923 978 623 29.4 24.3 Oct 31, 2023 J-GAAP
Apr - Sep, 2024 23,416 641 697 502 23.7 13.0 Oct 31, 2024 J-GAAP
Apr - Sep, 2025 28,715 1,858 1,922 1,213 57.0 28.7 Oct 31, 2025 J-GAAP
YoY +22.6% +189.9% +175.8% +141.6% +140.9%

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 ー ー ー ー － 0 May 15, 2025 J-GAAP
Apr - Sep, 2025 Results 28,715 1,858 1,922 1,213 57.0 0 Oct 31, 2025 J-GAAP
Revision Rate － － － － －

Guidance Update

Full Year Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2026 Prev 68,000 5,600 5,700 4,000 187.8 40 May 15, 2025 J-GAAP
Mar, 2026 New 74,000 6,600 6,700 4,600 215.9 45 Oct 31, 2025 J-GAAP
Revision Rate +8.8% +17.9% +17.5% +15.0% +15.0%

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 42,659 4,612 4,676 3,509 165.1 36 May 15, 2025 J-GAAP
Oct - Mar, 2025 Guidance 45,285 4,742 4,778 3,387 159.0 45 Oct 31, 2025 J-GAAP
YoY +6.2% +2.8% +2.2% -3.5% -3.7%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 64,862 3,894 4,019 2,657 125.2 28 May 15, 2024 J-GAAP
Mar, 2025 66,075 5,253 5,373 4,011 188.7 36 May 15, 2025 J-GAAP
Mar, 2026 Guidance 74,000 6,600 6,700 4,600 215.9 45 Oct 31, 2025 J-GAAP
YoY +12.0% +25.6% +24.7% +14.7% +14.4%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Jul - Sep, 2024 12,746 316 341 297 14.0 2.5 Oct 31, 2024 J-GAAP
Oct - Dec, 2024 13,175 975 1,006 671 31.6 7.4 Jan 31, 2025 J-GAAP
Jan - Mar, 2025 29,484 3,637 3,670 2,838 133.5 12.3 May 15, 2025 J-GAAP
Apr - Jun, 2025 13,395 699 731 481 22.6 5.2 Jul 31, 2025 J-GAAP
Jul - Sep, 2025 15,320 1,159 1,191 732 34.4 7.6 Oct 31, 2025 J-GAAP
YoY +20.2% +266.8% +249.3% +146.5% +145.7%

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