BrainPad, First Half Ordinary Profit Unexpectedly Revised Upward by 57%

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Wed Feb 12, 2025 1:00 pm JST Earnings

3655 BrainPad Inc. 【J-GAAP】

Earnings Report

BrainPad Inc. <3655> [TSE Prime] announced its financial results in the afternoon session on February 12th (13:00). The consolidated ordinary profit for the cumulative second quarter of the fiscal year ending June 2025 (July to December) expanded 1.03 billion yen, an increase 57.2% compared to the same period last year, resulting in an increase in profits compared to the previous forecast of a 10.1% decrease.

The progress rate toward the full-year plan of 1.45 billion yen was 71.1%, also surpassing the five-year average of 51.5%.

Based on the first-half performance announced by the company and the unchanged full-year plan, our calculation indicates that the consolidated ordinary profit for the January to June period (2H) is expected to drop 40.2% from the same period last year to 0.41 billion yen.

In the most recent three-month period, from October to December (2Q), the consolidated ordinary profit increased 51.6% from the same period last year, reaching 0.52 billion yen. The operating profit margin jumped from 12.8% in the same period last year to 16.9%.

Kabutan News

Actual Results

Accumulated Results 2nd Quarter

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Progress Rate vs. First Half	Announce	Accounting Standards
Jul - Dec, 2022	4,731	422	473	322	14.8	62.9	Feb 10, 2023	J-GAAP
Jul - Dec, 2023	5,144	616	656	410	19.1	48.3	Feb 9, 2024	J-GAAP
Jul - Dec, 2024	5,851	984	1,031	691	32.3	71.1	Feb 12, 2025	J-GAAP
YoY	+13.7%	+59.7%	+57.2%	+68.5%	+69.1%

First Half Results vs. Previous Guidance

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Jul - Dec, 2024 Guidance	5,600	590	590	380	17.7	0	Aug 9, 2024	J-GAAP
Jul - Dec, 2024 Results	5,851	984	1,031	691	32.3	0	Feb 12, 2025	J-GAAP
Revision Rate	+4.5%	+66.8%	+74.7%	+81.8%	+82.2%

Current Period Guidance

Second Half Results

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Jan - Jun, 2024	5,417	732	701	499	23.2	8	Aug 9, 2024	J-GAAP
Jan - Jun, 2025 Guidance	6,049	466	419	249	11.6	8	Feb 12, 2025	J-GAAP
YoY	+11.7%	-36.3%	-40.2%	-50.1%	-49.9%

Current Period Guidance

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Jun, 2023	9,797	680	752	515	23.7	8	Aug 10, 2023	J-GAAP
Jun, 2024	10,561	1,348	1,357	909	42.3	8	Aug 9, 2024	J-GAAP
Jun, 2025 Guidance	11,900	1,450	1,450	940	43.8	8	Aug 9, 2024	J-GAAP
YoY	+12.7%	+7.6%	+6.9%	+3.4%	+3.8%

Quarterly Results

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Operating Profit Margin	Announce	Accounting Standards
Oct - Dec, 2023	2,611	334	343	212	9.9	12.8	Feb 9, 2024	J-GAAP
Jan - Mar, 2024	2,706	530	496	363	16.9	19.6	May 10, 2024	J-GAAP
Apr - Jun, 2024	2,711	202	205	136	6.3	7.5	Aug 9, 2024	J-GAAP
Jul - Sep, 2024	2,808	469	511	336	15.7	16.7	Nov 12, 2024	J-GAAP
Oct - Dec, 2024	3,043	515	520	355	16.6	16.9	Feb 12, 2025	J-GAAP
YoY	+16.5%	+54.2%	+51.6%	+67.5%	+68.0%