Yodoko Revises FY2027 Earnings Upward on Easing Supply Pressures
Yodoko (TSE:5451) raised its full-year earnings and dividend forecasts for the fiscal year ending March 2027, citing a more favorable outlook for supply chain disruptions and commodity costs tied to Middle East geopolitical tensions.
| Item | Before | After | Change |
|---|---|---|---|
| 売 上 高 | JPY 100.0bn | JPY 107.0bn | +7.0% |
| Operating Profit | JPY 5.90bn | JPY 7.40bn | +25.4% |
| Ordinary Income | JPY 7.00bn | JPY 8.80bn | +25.7% |
| 親会社株主に帰属する中間純利益 | JPY 6.90bn | JPY 8.00bn | +15.9% |
| １株当たり中間純利益 | JPY 48.17/share | JPY 55.85/share | +JPY 7.68/share |
The company now projects full-year revenue of JPY 212.0bn (up 8.2%), operating profit of JPY 12.9bn (up 25.2%), and ordinary income (keijo rieki), a Japan-specific metric combining operating profit with non-operating items, of JPY 14.9bn (up 25.2%). Net profit attributable to parent shareholders is forecast at JPY 11.8bn, a gain of 18.0%. Management attributed the revision to a more limited impact from Middle East-related inflation and supply chain disruptions than previously anticipated when the prior forecast was issued alongside the FY2026 earnings flash report (kessan tanshin).
The dividend revision underscores improved shareholder returns. While the interim dividend remains at JPY 20.00/share, the year-end dividend increases to JPY 42.00/share from JPY 33.00/share, bringing the full-year payout to JPY 62.00/share—a 17.0% increase. The earnings-per-share (EPS) forecast rose to JPY 82.37/share from JPY 69.81/share. The upward revision signals management confidence in sustained operational momentum and willingness to return gains to shareholders through enhanced capital allocation.
Source: Original filing (TDnet) | 日本語版
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