Daiko Tsusan (7673) Q4 2025 earnings summary

Executive summary

• Achieved record-high revenue and profit for the fiscal year ended May 2025, with revenue up 26.2% to ¥21,728 million, operating profit up 32.3% to ¥1,171 million, and net profit up 35.6% to ¥816 million, surpassing both previous year and initial plans.

• Growth was driven by strong orders in fire digital communication, data center, disaster prevention radio, highway, CATV, medical/welfare facility projects, and robust demand in CATV, information and communications, and FTTH sectors.

• All regional segments posted double-digit sales growth, with East Japan and Shikoku/Kyushu blocks showing the highest increases.

Financial highlights

• Revenue: ¥21,728 million, up 26.2% year-over-year and 14.4% above initial plan.

• Operating income: ¥1,171 million, up 32.3% year-over-year and 19.1% above plan.

• Net income: ¥816 million, up 35.6% year-over-year and 23.5% above plan.

• Gross profit rose 18.6% year-over-year to ¥3,099 million.

• EPS increased from ¥112.90 to ¥153.09 year-over-year.

Outlook and guidance

• FY2026 forecast expects revenue of ¥21,260 million (down 2.2% YoY), operating profit of ¥1,202 million (up 2.6%), and net income of ¥830 million (up 1.7% YoY).

• No large one-off projects expected, but ongoing infrastructure and disaster prevention projects, including FTTH and digital infrastructure, to support earnings.