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YAMAICHI ELECTRONICS, Ordinary Profit Forecast for the Fiscal Year Revised Upward by 15%, Dividend Revised Upward by 15 Yen

Wed Nov 5, 2025 3:30 pm JST Earnings

6941 YAMAICHI ELECTRONICS CO.,LTD. 【J-GAAP】

Earnings Report

YAMAICHI ELECTRONICS CO.,LTD. <6941> [TSE Prime] announced its financial results after the market closed on November 5th (15:30). The consolidated ordinary profit for the cumulative second quarter of the fiscal year ending March 2026 (April to September) increased 5.4% from the same period last year, reaching 6.49 billion yen, resulting in an increase in profits compared to the previous forecast of a 6.7% decrease.

In addition, the full-year forecast for consolidated ordinary profit has been revised upward 15.2%, from the previous forecast of 7.90 billion yen to 9.10 billion yen (compared to 7.68 billion yen in the previous period), increasing the growth rate from 2.7% to 18.4%.

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 expand 70.7% from the same period last year, reaching 2.60 billion yen.

In light of the strong performance, the company has increased its planned annual dividend for the current fiscal year from the original plan of 90 yen to 105 yen (compared to 89 yen in the previous period).

In the most recent three-month period, from July to September (2Q), the consolidated ordinary profit increased 62.1% from the same period last year, reaching 2.71 billion yen. The operating profit margin rose from 21.3% in the same period last year to 21.5%.

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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 18,606 1,570 1,665 1,198 58.2 57.1 Nov 7, 2023 J-GAAP
Apr - Sep, 2024 27,577 6,833 6,162 4,091 200.8 80.1 Nov 6, 2024 J-GAAP
Apr - Sep, 2025 26,739 6,418 6,493 4,651 252.2 71.4 Nov 5, 2025 J-GAAP
YoY -3.0% -6.1% +5.4% +13.7% +25.6%

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 25,350 6,050 5,750 4,000 217.4 35 May 13, 2025 J-GAAP
Apr - Sep, 2025 Results 26,739 6,418 6,493 4,651 252.2 35 Nov 5, 2025 J-GAAP
Revision Rate +5.5% +6.1% +12.9% +16.3% +16.0%

Guidance Update

Full Year Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2026 Prev 47,400 8,500 7,900 5,500 299.0 90 May 13, 2025 J-GAAP
Mar, 2026 New 47,700 9,300 9,100 6,400 347.9 105 Nov 5, 2025 J-GAAP
Revision Rate +0.6% +9.4% +15.2% +16.4% +16.4%

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 17,721 1,392 1,527 1,149 56.9 54 May 13, 2025 J-GAAP
Oct - Mar, 2025 Guidance 20,961 2,882 2,607 1,749 95.1 70 Nov 5, 2025 J-GAAP
YoY +18.3% +107.0% +70.7% +52.2% +67.1%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 36,423 2,933 2,914 2,060 100.4 31 May 14, 2024 J-GAAP
Mar, 2025 45,298 8,225 7,689 5,240 259.5 89 May 13, 2025 J-GAAP
Mar, 2026 Guidance 47,700 9,300 9,100 6,400 347.9 105 Nov 5, 2025 J-GAAP
YoY +5.3% +13.1% +18.4% +22.1% +34.1%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Jul - Sep, 2024 12,460 2,654 1,675 909 44.6 21.3 Nov 6, 2024 J-GAAP
Oct - Dec, 2024 8,559 382 790 393 19.4 4.5 Feb 5, 2025 J-GAAP
Jan - Mar, 2025 9,162 1,010 737 756 37.4 11.0 May 13, 2025 J-GAAP
Apr - Jun, 2025 14,650 3,820 3,778 2,786 150.7 26.1 Aug 5, 2025 J-GAAP
Jul - Sep, 2025 12,089 2,598 2,715 1,865 101.1 21.5 Nov 5, 2025 J-GAAP
YoY -3.0% -2.1% +62.1% +105.2% +126.7%

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