Duskin Revises Earnings & Dividend Upward on Mister Donut Strength
Duskin (TSE:4665) raised its fiscal 2027 earnings and dividend forecasts, citing robust performance from its flagship Mister Donut business and corporate cost reductions.
| Item | Before | After | Change |
|---|---|---|---|
| Revenue | JPY 98.0bn | JPY 99.4bn | +1.4% |
| Operating Profit | JPY 4.10bn | JPY 5.10bn | +24.4% |
| Ordinary Income | JPY 5.90bn | JPY 6.90bn | +16.9% |
| 親会社株主に帰属する中間純利益 | JPY 3.70bn | JPY 4.40bn | +18.9% |
| 1株当たり中間純利益 | JPY 7859.00/share | JPY 9346.00/share | +JPY 1487.00/share |
For the full fiscal year ending March 2027, Duskin lifted operating profit guidance by JPY 1.1bn to JPY 10.1bn (+12.2%), with net profit rising JPY 1.1bn to JPY 14.0bn (+8.5%). The company attributed the upward revision to sustained strength in its Food Group, particularly Mister Donut, which continues to exceed initial sales and profit expectations. Additionally, company-wide expense reductions contributed to the improvement. The Staffing and Other segments remain on track with prior guidance. Management noted that Middle East geopolitical impacts are factored into interim-period forecasts but excluded from second-half projections due to uncertainty. The January 2024 Kumamoto earthquake’s financial impact remains under assessment and has not been incorporated into revised guidance.
The dividend increase underscores management’s confidence in operational momentum. Annual dividend per share rises JPY 60 to JPY 195, with interim and year-end payouts climbing to JPY 70 and JPY 125 respectively. The revision aligns with Duskin’s medium-term dividend policy targeting a 60% payout ratio or 3.0% dividend on equity (DOE). Investors should monitor second-half developments, particularly any material impact from geopolitical tensions or earthquake-related disruptions.
Source: Original filing (TDnet) | 日本語版
This article is for informational purposes only and does not constitute investment advice. Always verify against the original filing.