Chudenko (1941) Q2 2027 earnings summary

Executive summary

• H1 FY2027 consolidated revenue rose 11.1% to ¥106,376 million; operating profit increased 24.7% to ¥13,197 million and parent-attributable profit rose 20.3% to ¥8,771 million, setting second-quarter records.

• Full-year consolidated forecasts were raised on stronger expected sales and cost-control gains; the non-consolidated orders forecast increased to ¥227,000 million.

Financial highlights

• H1 gross profit was ¥22,039 million versus ¥19,124 million a year earlier; SG&A was ¥8,842 million versus ¥8,541 million.

• Ordinary profit rose 26.4% to ¥13,846 million; basic EPS increased to ¥165.67 from ¥134.64.

• Comprehensive income reached ¥20,568 million versus ¥10,312 million, including ¥11,732 million in valuation gains on available-for-sale securities.

Outlook and guidance

• FY2027 consolidated forecast: net sales ¥257,000 million, operating profit ¥31,000 million, ordinary profit ¥34,300 million, parent-attributable profit ¥22,800 million and EPS ¥430.55.

• Revised consolidated forecasts increased by ¥12,000 million in sales, ¥4,000 million in operating profit, ¥4,800 million in ordinary profit and ¥3,100 million in parent-attributable profit.

• FY2027 non-consolidated forecast: net sales ¥207,000 million, operating profit ¥28,000 million, ordinary profit ¥31,300 million and profit ¥21,500 million.

• Annual dividend forecast increased to ¥150 per share, comprising ¥70 interim and ¥80 year-end, from the prior ¥135 forecast.