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FUJIKURA KASEI, Ordinary Profit Forecast for the Fiscal Year Revised Upward to an Unexpected 62% Increase

Thu Feb 12, 2026 2:00 pm JST Earnings

4620 FUJIKURA KASEI CO,.LTD. 【J-GAAP】

Earnings Report

FUJIKURA KASEI CO,.LTD. <4620> [TSE Std] announced its financial results in the afternoon session on February 12th (14:00). The consolidated ordinary profit for the cumulative third quarter of the fiscal year ending March 2026 (April to December) increased 18.6% from the same period last year, reaching 2.17 billion yen.

In addition, the full-year forecast for consolidated ordinary profit has been revised upward 83.3%, from the previous forecast of 1.80 billion yen to 3.30 billion yen (compared to 2.03 billion yen in the previous period), turning to a 62.3% increase in the consolidated ordinary profit outlook.

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 3.4 times, from the previous forecast of 0.61 billion yen to 2.11 billion yen (compared to 0.94 billion yen in the same period of the previous year), turning to a 2.2 times increase in the consolidated ordinary profit outlook.

In the most recent three-month period, from October to December (3Q), the consolidated ordinary profit increased 32.6% from the same period last year, reaching 0.98 billion yen. The operating profit margin improved from 3.0% in the same period last year to 5.3%.

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Actual Results

Accumulated Results 3rd Quarter
Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Progress Rate vs. First Half Announce Accounting Standards
Apr - Dec, 2023 39,921 979 1,328 718 23.3 71.9 Feb 8, 2024 J-GAAP
Apr - Dec, 2024 42,656 1,132 1,829 1,157 38.3 90.0 Feb 12, 2025 J-GAAP
Apr - Dec, 2025 41,489 1,780 2,170 1,621 55.1 65.8 Feb 12, 2026 J-GAAP
YoY -2.7% +57.2% +18.6% +40.1% +43.8%

Guidance Update

Second Half Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Oct - Mar, 2025 Prev 26,542 583 618 343 11.8 9 Nov 13, 2025 J-GAAP
Oct - Mar, 2025 New 28,042 983 2,118 1,443 49.7 9 Feb 12, 2026 J-GAAP
Revision Rate +5.7% +68.6% +242.7% +320.7% +320.8%

Full Year Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2026 Prev 53,500 1,600 1,800 1,200 41.3 18 Sep 30, 2025 J-GAAP
Mar, 2026 New 55,000 2,000 3,300 2,300 79.2 18 Feb 12, 2026 J-GAAP
Revision Rate +2.8% +25.0% +83.3% +91.7% +91.7%

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 26,498 579 949 -204 -6.8 9 May 13, 2025 J-GAAP
Oct - Mar, 2025 Guidance 28,042 983 2,118 1,443 49.7 9 Feb 12, 2026 J-GAAP
YoY +5.8% +69.8% +123.2% － －

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 52,612 1,299 1,846 1,075 34.9 16 May 14, 2024 J-GAAP
Mar, 2025 55,528 1,306 2,033 511 16.9 18 May 13, 2025 J-GAAP
Mar, 2026 Guidance 55,000 2,000 3,300 2,300 79.2 18 Feb 12, 2026 J-GAAP
YoY -1.0% +53.1% +62.3% +350.1% +367.7%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Oct - Dec, 2024 13,626 405 745 442 14.6 3.0 Feb 12, 2025 J-GAAP
Jan - Mar, 2025 12,872 174 204 -646 -21.4 1.4 May 13, 2025 J-GAAP
Apr - Jun, 2025 13,677 551 657 486 16.3 4.0 Aug 7, 2025 J-GAAP
Jul - Sep, 2025 13,281 466 525 371 12.5 3.5 Nov 13, 2025 J-GAAP
Oct - Dec, 2025 14,531 763 988 764 26.0 5.3 Feb 12, 2026 J-GAAP
YoY +6.6% +88.4% +32.6% +72.9% +77.4%

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