Daitron (7609) Q3 2025 earnings summary

Executive summary

• Net sales for 3Q FY2025 reached ¥72,802 million, up 9.3% year-over-year, with net income of ¥3,484 million, up 35.3%.

• Growth was driven by strong demand in AI, IoT, and robust overseas sales, with expansion in North America, Europe, and Asia.

• Continued execution of the 11M Medium-Term Business Plan, targeting sustained expansion and global market leadership.

Financial highlights

• Operating income for 3Q cumulative: ¥5,050 million (up 32.3% year-over-year), ordinary income: ¥5,064 million (up 31.2%).

• Net income attributable to shareholders was ¥3,484 million, a 35.3% increase year-over-year.

• EPS for the period was ¥328.15, up from ¥231.91 in the prior year.

• Net assets rose to ¥33,235 million, equity ratio improved to 45.6%.

• Net asset per share increased by ¥182.95 year-over-year, reaching ¥3,152.63.

Outlook and guidance

• Full-year FY2025 forecast: net sales ¥97,500 million (+4.2% year-over-year), operating income ¥6,450 million (+4.0%), net income ¥4,500 million (+2.7%), EPS ¥424.67.

• Dividend payout ratio target raised to 40% from FY2024, with FY2025 annual dividend forecast at ¥170 per share.

• Medium-term plan aims for net sales of ¥100 billion and gross profit margin of 20%.