Arisawa Mfg.co., Ltd.TSE: 5208

Notice Concerning Revisions to Consolidated Financial Forecasts and Dividend Forecasts for the Fiscal Year Ending March 31, 2026(175KB)

· Issued by Arisawa Mfg.co., Ltd.

Note: This document has been translated from the Japanese original for reference purposes only. In the event of any discrepancy between this translated document and the Japanese original, the original shall prevail.



February 5, 2026

Company name: Arisawa Mfg. Co., Ltd. Name of representative: Yuta Arisawa, Representative

Director and CEO

(Securities code: 5208; TSE Prime Market)

Inquiries: Takeshi Masuda, Director and Senior Managing Operating Officer (Telephone: +81-25-524-7101)

Notice Concerning Revisions to Consolidated Financial Forecasts and Dividend Forecasts for the Fiscal Year Ending March 31, 2026

Arisawa Mfg. Co., Ltd. (the "Company") hereby announces that, in light of the most recent performance trends, it has decided to revise the consolidated financial forecasts and its per-share dividend forecasts for the fiscal year ending March 31, 2026 (cumulative).

  1. Revisions to Consolidated Financial Forecasts

    Net sales

    (millions of yen)

    Operating profit

    (millions of yen)

    Ordinary profit

    (millions of yen)

    Profit attributable to owners of parent

    (millions of yen)

    Earnings per

    share (yen)

    Previous forecasts (A)

    51,400

    4,500

    4,500

    3,200

    96.15

    Revised forecasts (B)

    55,300

    5,500

    5,500

    4,000

    120.32

    Amount of change

    (B-A)

    3,900

    1,000

    1,000

    800

    Percentage change (%)

    7.6

    22.2

    22.2

    25.0

    (Reference)

    Results for the fiscal year ended March 31, 2025

    49,815

    4,893

    5,267

    3,969

    119.49

    1. Revisions to Consolidated Financial Forecasts for the fiscal year ending March 31, 2026 (From April 1, 2025 to March 31, 2026)

    2. Reasons for the revisions

      Regarding the consolidated financial forecasts for the fiscal year ending March 31, 2026, in electronic materials, one of our main business fields, demand for smartphones and semiconductors continues to be firm, and in industrial structural materials, the production of honeycomb panels for interior materials is increasing due to the recovery of demand for aircraft and FRP vessels for water purification are performing well due to increasing global demand for water.

      In light of those recent performance trends, the Company has revised its previous forecasts for the fiscal year ending March 31, 2026, as shown above.

  2. Revisions to Dividend Forecasts (Dividend Increase)

    1. Details of revision

      Annual dividends

      Second quarter-end

      Fiscal-year end

      Total

      Previous forecasts

      (Announced on Nov. 6, 2025)

      44.00 yen

      88.00 yen

      Revised forecasts

      53.00 yen

      97.00 yen

      Actual results for the current

      fiscal year

      44.00 yen

      Actual results for the previous fiscal year

      (Fiscal year ended March 31,

      2025)

      42.00 yen

      54.00 yen

      96.00 yen

    2. Reason for the revision to dividend forecasts

The Company invests the funds it acquires during the fiscal year to drive future growth in business that generates future cash flows and actively returns its profits to shareholders. In the Medium-Term Business Plan (FY2025 - FY2029), the Company's basic policy is to return the greater of either a dividend on equity (DOE) ratio of 6% or a total return ratio of 80% or more to shareholders.

Based on this policy, the Company has revised the year-end dividend for the fiscal year ending March 31, 2026, to 53 yen per share, an increase of 9 yen from the previous forecasts, in light of the increases of profit attributable to owners of parent from the previous forecasts, as stated above in "1. Revisions to Consolidated Financial Forecasts".

(Note) The financial forecasts in this document are based on the information currently available to the Company as of the date of the announcement. Actual results, etc. may differ from the forecasts due to various factors.

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