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KITAGAWA SEIKI, Ordinary Profit Forecast for First Half Revised Upward to an Unexpected 32% Increase, Highest in Seventeen Terms, Full Year also Increased
6327 KITAGAWA SEIKI CO.,LTD. 【J-GAAP】
Guidance Update ReportKITAGAWA SEIKI CO.,LTD. <6327> [TSE Std] announced a performance revision after the market closed on January 22nd (15:35). The consolidated ordinary profit forecast for the cumulative second quarter of the fiscal year ending June 2026 (July to December) has been revised upward 61.8%, from the previous forecast of 340 million yen to 550 million yen (compared to 416 million yen in the same period of the previous year), reaches new record high for the first time in seventeen terms, turning to a 32.2% increase in the consolidated ordinary profit outlook.
Following the strong performance in the first half, the full-year forecast for consolidated ordinary profit has been revised upward 32.3%, from the previous forecast of 650 million yen to 860 million yen (compared to 599 million yen in the previous period), increasing the growth rate from 8.5% to 43.6%, reaches new record high for the first time in two terms.
Kabutan News
Guidance Update
First Half Update
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Jul - Dec, 2025 Prev | 2,700 | 350 | 340 | 230 | 28.2 | 0 | Aug 18, 2025 | J-GAAP |
| Jul - Dec, 2025 New | 2,700 | 500 | 550 | 380 | 46.5 | 0 | Jan 22, 2026 | J-GAAP |
| Revision Rate | 0.0% | +42.9% | +61.8% | +65.2% | +65.2% |
Full Year Update
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Jun, 2026 Prev | 6,600 | 660 | 650 | 440 | 53.9 | 14 | Aug 18, 2025 | J-GAAP |
| Jun, 2026 New | 6,600 | 810 | 860 | 590 | 72.2 | 14 | Jan 22, 2026 | J-GAAP |
| Revision Rate | 0.0% | +22.7% | +32.3% | +34.1% | +34.1% |
Current Period Guidance
H1 Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Jul - Dec, 2024 | 2,913 | 427 | 416 | 285 | 35.2 | 0 | Feb 7, 2025 | J-GAAP |
| Jul - Dec, 2025 Guidance | 2,700 | 500 | 550 | 380 | 46.5 | 0 | Jan 22, 2026 | J-GAAP |
| YoY | -7.3% | +17.1% | +32.2% | +33.3% | +32.3% |
Current Period Guidance
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Jun, 2024 | 5,933 | 815 | 851 | 632 | 85.1 | 10 | Aug 19, 2024 | J-GAAP |
| Jun, 2025 | 6,227 | 623 | 599 | 394 | 48.5 | 12 | Aug 18, 2025 | J-GAAP |
| Jun, 2026 Guidance | 6,600 | 810 | 860 | 590 | 72.2 | 14 | Jan 22, 2026 | J-GAAP |
| YoY | +6.0% | +30.0% | +43.6% | +49.7% | +48.9% |
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