Kamei (8037) Q3 2026 earnings summary

Executive summary

• Net sales for the nine months ended December 31, 2025, rose 3.2% year-over-year to ¥421,777 million, with operating profit up 5.6% to ¥10,837 million and profit attributable to owners of parent up 3.1% to ¥7,336 million.

• Comprehensive income increased 3.5% year-over-year to ¥8,622 million, reflecting improved profitability and segment performance.

Financial highlights

• Gross profit increased to ¥71,588 million from ¥66,949 million year-over-year, while operating profit rose to ¥10,837 million from ¥10,265 million.

• Ordinary profit reached ¥12,023 million, up 3.2% year-over-year, and basic earnings per share improved to ¥239.77 from ¥215.07.

• Total assets as of December 31, 2025, were ¥327,768 million, with net assets at ¥172,639 million and an equity-to-asset ratio of 50.0%.

• Cash dividends for the fiscal year ending March 31, 2026, are forecast at ¥105.00 per share, up from ¥73.00 in the previous year.

Outlook and guidance

• Full-year net sales are forecast to grow 2.1% year-over-year to ¥586,300 million, with operating profit expected to decrease 1.3% to ¥15,710 million.

• Ordinary profit is projected to rise 4.5% to ¥16,950 million, and profit attributable to owners of parent is forecast to increase 2.9% to ¥11,000 million.

• Basic earnings per share for the full year are projected at ¥359.48.