Kunimine Industries (5388) Q1 2026 earnings summary

Executive summary

• Revenue increased 1.8% year-over-year to ¥3,719 million for the first quarter ended June 30, 2025.

• Operating profit rose 19.0% year-over-year to ¥233 million, while net profit attributable to shareholders grew 4.6% to ¥190 million.

• The business environment showed gradual recovery, supported by wage hikes and capital investment, despite labor shortages and rising logistics costs.

• The company focused on high value-added products, price revisions, and cost reduction to secure earnings.

Financial highlights

• Revenue: ¥3,719 million (up 1.8% year-over-year).

• Operating profit: ¥233 million (up 19.0% year-over-year).

• Ordinary profit: ¥282 million (down 10.4% year-over-year, mainly due to a swing from FX gain to FX loss).

• Net profit attributable to shareholders: ¥190 million (up 4.6% year-over-year).

• EPS: ¥15.67 (up from ¥14.77 year-over-year).

Outlook and guidance

• Full-year revenue forecast: ¥16,921 million (up 7.7% year-over-year).

• Full-year operating profit forecast: ¥1,616 million (up 16.5% year-over-year).

• No change to previously announced guidance as Q1 results are in line with plan.

• Full-year EPS forecast: ¥104.61.