TBS HOLDINGS, The Current Fiscal Year Net Income Revised Upward by 6%, Raises Record High Profit Forecast, Dividend Revised Upward by 6 yen

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Thu Mar 6, 2025 4:30 pm JST Revision

9401 TBS HOLDINGS, INC. 【J-GAAP】

Guidance Update Report

TBS HOLDINGS, INC. <9401> [TSE Prime] announced a revision to its performance and dividend after the market closed on March 6th (16:30). The consolidated net income for the fiscal year ending March 2025 has been revised upward 5.9%, from the previous forecast of 40.6 billion yen to 43 billion yen (compared to 38.1 billion yen in the previous period), increasing the growth rate from 6.5% to 12.8%, further surpassing the previous forecast of record-high profits for four consecutive terms.

Based on the upwardly revised full-year plan announced by the company, our calculation indicates that the October to March period (2H) consolidated net income has been revised upward 34.2%, from the previous forecast of 7.02 billion yen to 9.42 billion yen (compared to 28.2 billion yen in the same period of the previous year), and the declining rate is expected to decrease from 75.2% to 66.7%.

In light of the strong performance, the company has increased its planned annual dividend for the current fiscal year from the original plan of 62 yen to 68 yen (compared to 44 yen in the previous period).

Kabutan News

Guidance Update

Second Half Update

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Oct - Mar, 2024 Prev	206,208	5,299	11,548	7,022	43.9	35	Feb 6, 2025	J-GAAP
Oct - Mar, 2024 New	206,208	5,299	11,548	9,422	58.9	41	Mar 6, 2025	J-GAAP
Revision Rate	0.0%	0.0%	0.0%	+34.2%	+34.2%

Full Year Update

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Mar, 2025 Prev	404,000	18,100	30,200	40,600	253.7	62	Feb 6, 2025	J-GAAP
Mar, 2025 New	404,000	18,100	30,200	43,000	268.7	68	Mar 6, 2025	J-GAAP
Revision Rate	0.0%	0.0%	0.0%	+5.9%	+5.9%

Current Period Guidance

Second Half Results

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Oct - Mar, 2023	203,496	6,432	11,396	28,294	172.4	22	May 14, 2024	J-GAAP
Oct - Mar, 2024 Guidance	206,208	5,299	11,548	9,422	58.9	41	Mar 6, 2025	J-GAAP
YoY	+1.3%	-17.6%	+1.3%	-66.7%	-65.8%

Current Period Guidance

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Mar, 2023	368,130	20,782	35,086	35,182	208.8	42	May 12, 2023	J-GAAP
Mar, 2024	394,309	15,175	27,653	38,126	232.3	44	May 14, 2024	J-GAAP
Mar, 2025 Guidance	404,000	18,100	30,200	43,000	268.7	68	Mar 6, 2025	J-GAAP
YoY	+2.5%	+19.3%	+9.2%	+12.8%	+15.7%