DAIICHI KIGENSO, Ordinary Profit Forecast for the Fiscal Year Revised Upward by 2.0 times
4082 DAIICHI KIGENSO KAGAKU-KOGYO CO.,LTD 【J-GAAP】
Earnings ReportDAIICHI KIGENSO KAGAKU-KOGYO CO.,LTD <4082> [TSE Prime] announced its financial results after the market closed on February 12th (15:30). The consolidated ordinary profit for the cumulative third quarter of the fiscal year ending March 2026 (April to December) increased 15.6% from the same period last year, reaching 2.30 billion yen.
In addition, the full-year forecast for consolidated ordinary profit has been revised upward 2.0 times, from the previous forecast of 1.20 billion yen to 2.40 billion yen (compared to 0.63 billion yen in the previous period), increasing the growth rate from 89.9% to 3.8 times.
Based on the full-year plan announced by the company after the upward revision, our estimate of the consolidated ordinary profit for the October to March period (second half) is expected to increase 2.4 times, from the previous forecast of 0.83 billion yen to 2.03 billion yen (compared to 0.61 billion yen in the same period of the previous year), increasing the growth rate from 35.4% to 3.3 times.
In the most recent three-month period, from October to December (3Q), the consolidated ordinary profit amounted to 1.93 billion yen, a 2.0% decrease compared to the same period last year. However, the operating profit margin drastically improved from 9.6% in the same period last year to 17.9%.
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Actual Performance and Financial Trends
| Fiscal Year | Revenue | Operating Profit |
Ordinary Profit |
Net Profit |
Adj. EPS |
Progress Rate vs. First Half |
Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
|
|
26,733M | 2,359M | 2,615M | 1,188M | 48.9 | 88.9 | Feb 9, 2024 | J-GAAP |
|
|
25,071M | 2,328M | 1,992M | 1,414M | 58.3 | 315.2 | Feb 13, 2025 | J-GAAP |
|
|
26,314M | 2,736M | 2,302M | 1,597M | 65.9 | 95.9 | Feb 12, 2026 | J-GAAP |
| YoY | +5.0% | +17.5% | +15.6% | +12.9% | +13.2% |
Guidance Update
| Fiscal Year | Revenue | Operating Profit |
Ordinary Profit |
Net Profit |
Adj. EPS |
Adj. Dividend |
Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Oct - Mar, 2025 Prev | 16,852M | 1,303M | 834M | 959M | 39.7 | 14 | Nov 13, 2025 | J-GAAP |
| Oct - Mar, 2025 New | 18,152M | 2,103M | 2,034M | 1,659M | 68.7 | 14 | Feb 12, 2026 | J-GAAP |
| Revision Rate | +7.7% | +61.4% | +143.9% | +73.0% | +73.0% |
| Fiscal Year | Revenue | Operating Profit |
Ordinary Profit |
Net Profit |
Adj. EPS |
Adj. Dividend |
Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Mar, 2026 Prev | 34,000M | 2,400M | 1,200M | 1,000M | 41.4 | 28 | Oct 31, 2025 | J-GAAP |
| Mar, 2026 New | 35,300M | 3,200M | 2,400M | 1,700M | 70.4 | 28 | Feb 12, 2026 | J-GAAP |
| Revision Rate | +3.8% | +33.3% | +100.0% | +70.0% | +70.0% |
Current Period Guidance
| Fiscal Year | Revenue | Operating Profit |
Ordinary Profit |
Net Profit |
Adj. EPS |
Adj. Dividend |
Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
|
|
16,629M | 727M | 616M | 1,242M | 51.2 | 14 | May 13, 2025 | J-GAAP |
|
Guidance
Oct - Mar, 2025
|
18,152M | 2,103M | 2,034M | 1,659M | 68.7 | 14 | Feb 12, 2026 | J-GAAP |
| YoY | +9.2% | +189.3% | +230.2% | +33.6% | +34.2% |
| Fiscal Year | Revenue | Operating Profit |
Ordinary Profit |
Net Profit |
Adj. EPS |
Adj. Dividend |
Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
|
|
35,220M | 2,422M | 2,942M | 1,140M | 46.9 | 26 | May 13, 2024 | J-GAAP |
|
|
33,641M | 2,282M | 632M | 792M | 32.6 | 26 | May 13, 2025 | J-GAAP |
|
Guidance
Mar, 2026
|
35,300M | 3,200M | 2,400M | 1,700M | 70.4 | 28 | Feb 12, 2026 | J-GAAP |
| YoY | +4.9% | +40.2% | +279.7% | +114.6% | +115.7% |
Quarterly Results
| Fiscal Year | Revenue | Operating Profit |
Ordinary Profit |
Net Profit |
Adj. EPS |
Operating Profit Margin |
Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
|
|
8,059M | 773M | 1,976M | 1,864M | 76.8 | 9.6 | Feb 13, 2025 | J-GAAP |
|
|
8,570M | -46M | -1,360M | -622M | -25.6 | -0.5 | May 13, 2025 | J-GAAP |
|
|
8,100M | 525M | 15M | -1M | -0.1 | 6.5 | Aug 7, 2025 | J-GAAP |
|
|
9,048M | 572M | 351M | 42M | 1.8 | 6.3 | Nov 13, 2025 | J-GAAP |
|
|
9,166M | 1,639M | 1,936M | 1,556M | 64.2 | 17.9 | Feb 12, 2026 | J-GAAP |
| YoY | +13.7% | +112.0% | -2.0% | -16.5% | -16.4% |