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Yodogawa Steel Works, Ordinary Profit Forecast for First Half Revised Upward by 12%, Full Year also Increased, Dividend Revised Upward by 6 Yen

Wed Aug 6, 2025 4:00 pm JST Earnings

5451 YODOKO, Ltd. 【J-GAAP】

Earnings Report

Yodogawa Steel Works,Ltd. <5451> [TSE Prime] announced its financial results after the market closed on August 6th (16:00). The consolidated ordinary profit for the first quarter of the fiscal year ending March 2026 (April to June) was 5.12 billion yen, a 0.1% increase compared to the same period last year.

In addition, the April to September period (first half) consolidated ordinary profit has been revised upward 12.2%, from the previous forecast of 7.40 billion yen to 8.30 billion yen (compared to 9.17 billion yen in the same period of the previous year), and the declining rate is expected to decrease from 19.3% to 9.5%.

Following the strong performance in the first half, the full-year forecast for consolidated ordinary profit has been revised upward 5.6%, from the previous forecast of 16.1 billion yen to 17.0 billion yen (compared to 21.5 billion yen in the previous period), and the declining rate is expected to decrease from 25.3% to 21.1%.

At the same time, the company has increased its planned annual dividend for the current fiscal year from the original plan of 54 yen to 60 yen (compared to 351 yen before the 5-for-1 forward stock split in the previous period).

In the most recent three-month period, from April to June (1Q), the operating profit margin remained almost flat, changing from 7.7% in the same period last year to 8.0%.

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Actual Results

Accumulated Results 1st Quarter
Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Progress Rate vs. First Half Announce Accounting Standards
Apr - Jun, 2023 51,062 2,893 3,734 2,017 14.0 48.7 Aug 4, 2023 J-GAAP
Apr - Jun, 2024 52,595 4,061 5,120 3,210 22.2 55.8 Aug 9, 2024 J-GAAP
Apr - Jun, 2025 52,769 4,196 5,125 3,401 23.5 61.7 Aug 6, 2025 J-GAAP
YoY +0.3% +3.3% +0.1% +6.0% +5.9%

Guidance Update

First Half Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Apr - Sep, 2025 Prev 102,000 5,900 7,400 4,600 31.8 20 May 9, 2025 J-GAAP
Apr - Sep, 2025 New 103,000 6,900 8,300 5,500 38.0 20 Aug 6, 2025 J-GAAP
Revision Rate +1.0% +16.9% +12.2% +19.6% +19.6%

Full Year Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2026 Prev 203,000 11,400 16,100 10,400 71.9 54 May 9, 2025 J-GAAP
Mar, 2026 New 199,000 11,600 17,000 11,500 79.5 60 Aug 6, 2025 J-GAAP
Revision Rate -2.0% +1.8% +5.6% +10.6% +10.6%

Current Period Guidance

H1 Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Apr - Sep, 2024 105,324 7,812 9,171 5,791 40.1 20 Nov 6, 2024 J-GAAP
Apr - Sep, 2025 Guidance 103,000 6,900 8,300 5,500 38.0 20 Aug 6, 2025 J-GAAP
YoY -2.2% -11.7% -9.5% -5.0% -5.1%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 203,957 12,017 15,202 4,456 30.9 40 May 10, 2024 J-GAAP
Mar, 2025 208,460 13,889 21,551 13,499 93.4 70.20 May 9, 2025 J-GAAP
Mar, 2026 Guidance 199,000 11,600 17,000 11,500 79.5 60 Aug 6, 2025 J-GAAP
YoY -4.5% -16.5% -21.1% -14.8% -14.9%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Apr - Jun, 2024 52,595 4,061 5,120 3,210 22.2 7.7 Aug 9, 2024 J-GAAP
Jul - Sep, 2024 52,729 3,751 4,051 2,581 17.9 7.1 Nov 6, 2024 J-GAAP
Oct - Dec, 2024 51,418 3,302 8,167 5,512 38.1 6.4 Feb 7, 2025 J-GAAP
Jan - Mar, 2025 51,718 2,775 4,213 2,196 15.2 5.4 May 9, 2025 J-GAAP
Apr - Jun, 2025 52,769 4,196 5,125 3,401 23.5 8.0 Aug 6, 2025 J-GAAP
YoY +0.3% +3.3% +0.1% +6.0% +5.9%

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