HIMARAYA, First Half Operating Profit Turns to Profit

About Information Provided on This Site

The information provided on our website 'Kabutan.com' is not intended to constitute investment solicitation or investment advisory services.
All investment decisions should be made at your own discretion and judgment.
The data on our website is provided by Tokyo Stock Exchange, Osaka Exchange, Nagoya Securities Exchange, JPX Market Innovation & Research, Japannext, and other sources.
Copyright of the Nikkei Stock Average belongs to Nikkei Inc. Stock price charts displayed on Kabutan.com are provided solely for the purpose of reviewing historical price movements of the securities.
These charts neither suggest nor guarantee future price movements of the securities and do not constitute recommendations to buy or sell.
In our financial results coverage, the term 'Surprise Results' identifies securities that demonstrate a significant degree of surprise in their earnings announcements.
This significance is quantitatively assessed based on multiple factors, including: the nature of the announcement (full-year or quarterly results); types of revisions (earnings or dividend forecasts); and numerical analysis comparing the announced results with both the company's previous forecasts and historical performance.
The 'Surprise Ranking' presents these results in order of their calculated surprise factor. Please note that neither these results nor rankings are intended to suggest or guarantee future performance of the listed securities, nor should they be construed as recommendations to buy or sell.

Fri Apr 11, 2025 3:30 pm JST Earnings

7514 HIMARAYA Co.,Ltd. 【J-GAAP】

Earnings Report

HIMARAYA Co.,Ltd. <7514> [TSE Std] announced its financial results after the market closed on April 11th (15:30). The consolidated operating profit/loss for the cumulative second quarter of the fiscal year ending August 2025 (September 2024 to February 2025) turned into a profit of 114 million yen (compared to a loss of 42 million yen in the same period last year), exceeded the previous forecast of 10 million yen.

However, The progress rate toward the full-year plan of 867 million yen was 13.1%, also falling below the five-year average of 66.9%.

Based on the first-half performance announced by the company and the unchanged full-year plan, our calculation indicates that the consolidated operating profit for the March to August period (2H) is expected to surge 2.2 times that of the same period last year, reaching 753 million yen.

In the most recent three-month period, from December to February (2Q), the operating profit margin improved from 0.0% in the same period last year to 2.9%.

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
Sep - Feb, 2022	29,413	1,027	1,080	831	67.7	96.0	Apr 11, 2023	J-GAAP
Sep - Feb, 2023	28,059	-42	11	98	8.0	2.5	Apr 9, 2024	J-GAAP
Sep - Feb, 2024	28,756	114	156	44	3.6	15.6	Apr 11, 2025	J-GAAP
YoY	+2.5%	－	+1,318.2%	-55.1%	-55.3%

First Half Results vs. Previous Guidance

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Sep - Feb, 2024 Guidance	28,630	10	72	43	3.5	13	Oct 11, 2024	J-GAAP
Sep - Feb, 2024 Results	28,756	114	156	44	3.6	13	Apr 11, 2025	J-GAAP
Revision Rate	+0.4%	+1,040.0%	+116.7%	+2.3%	+2.6%

Current Period Guidance

Second Half Results

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Mar - Aug, 2024	30,453	349	421	108	8.8	13	Oct 11, 2024	J-GAAP
Mar - Aug, 2025 Guidance	32,634	753	844	356	29.0	13	Apr 11, 2025	J-GAAP
YoY	+7.2%	+115.8%	+100.5%	+229.6%	+229.6%

Current Period Guidance

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Aug, 2023	60,189	1,001	1,125	589	48.0	26	Sep 29, 2023	J-GAAP
Aug, 2024	58,512	307	432	206	16.8	26	Oct 11, 2024	J-GAAP
Aug, 2025 Guidance	61,390	867	1,000	400	32.6	26	Oct 11, 2024	J-GAAP
YoY	+4.9%	+182.4%	+131.5%	+94.2%	+94.1%

Quarterly Results

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Operating Profit Margin	Announce	Accounting Standards
Dec - Feb, 2023	14,562	0	28	46	3.8	0.0	Apr 9, 2024	J-GAAP
Mar - May, 2024	15,087	208	242	150	12.2	1.4	Jul 9, 2024	J-GAAP
Jun - Aug, 2024	15,366	141	179	-42	-3.4	0.9	Oct 11, 2024	J-GAAP
Sep - Nov, 2024	13,260	-336	-326	-257	-20.9	-2.5	Jan 14, 2025	J-GAAP
Dec - Feb, 2024	15,496	450	482	301	24.6	2.9	Apr 11, 2025	J-GAAP
YoY	+6.4%	－	+1,621.4%	+554.3%	+551.5%