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AXXZIA, Ordinary Profit Forecast for the Fiscal Year Revised Upward by 84%
4936 AXXZIA Inc. 【J-GAAP】
Earnings ReportAXXZIA Inc. <4936> [TSE Prime] announced its financial results after the market closed on June 13th (15:30). The consolidated ordinary profit for the cumulative third quarter of the fiscal year ending July 2025 (August 2024 to April 2025) significantly dropped 70.4% from the same period last year to 0.34 billion yen.
However, the full-year forecast for consolidated ordinary profit has been revised upward 83.8%, from the previous forecast of 0.18 billion yen to 0.34 billion yen (compared to 1.12 billion yen in the previous period), and the declining rate is expected to decrease from 83.5% to 69.7%.
Based on the full-year plan announced by the company after the upward revision, our estimate of the consolidated ordinary profit for the February to July period (second half) has been revised upward 3.6 times, from the previous forecast of 0.05 billion yen to 0.21 billion yen (compared to 0.38 billion yen in the same period of the previous year), and the declining rate is expected to decrease from 84.6% to 44.0%.
In the most recent three-month period, from February to April (3Q), the consolidated ordinary profit dropped to 0.21 billion yen, a 48.0% decrease compared to the same period last year. The operating profit margin worsened from 9.2% in the same period last year to 8.1%.
Kabutan News
Actual Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Progress Rate vs. First Half | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Aug - Apr, 2022 | 7,892 | 1,340 | 1,290 | 842 | 32.6 | 67.8 | Jun 12, 2023 | J-GAAP |
| Aug - Apr, 2023 | 9,113 | 953 | 1,155 | 811 | 32.6 | 102.9 | Jun 14, 2024 | J-GAAP |
| Aug - Apr, 2024 | 10,080 | 426 | 342 | 211 | 9.0 | 100.6 | Jun 13, 2025 | J-GAAP |
| YoY | +10.6% | -55.3% | -70.4% | -74.0% | -72.4% |
Guidance Update
Second Half Update
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Feb - Jul, 2025 Prev | 6,994 | 90 | 59 | 49 | 2.1 | 5 | Mar 14, 2025 | J-GAAP |
| Feb - Jul, 2025 New | 6,994 | 323 | 214 | 78 | 3.4 | 5 | Jun 13, 2025 | J-GAAP |
| Revision Rate | 0.0% | +258.9% | +262.7% | +59.2% | +59.3% |
Full Year Update
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Jul, 2025 Prev | 13,281 | 207 | 185 | 111 | 4.9 | 10 | Mar 14, 2025 | J-GAAP |
| Jul, 2025 New | 13,281 | 440 | 340 | 140 | 6.1 | 10 | Jun 13, 2025 | J-GAAP |
| Revision Rate | 0.0% | +112.6% | +83.8% | +26.1% | +26.2% |
Current Period Guidance
Second Half Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Feb - Jul, 2024 | 6,761 | 305 | 382 | 296 | 12.0 | 10 | Sep 13, 2024 | J-GAAP |
| Feb - Jul, 2025 Guidance | 6,994 | 323 | 214 | 78 | 3.4 | 5 | Jun 13, 2025 | J-GAAP |
| YoY | +3.4% | +5.9% | -44.0% | -73.6% | -71.5% |
Current Period Guidance
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Jul, 2023 | 11,341 | 1,899 | 1,902 | 1,330 | 51.8 | 14 | Sep 14, 2023 | J-GAAP |
| Jul, 2024 | 12,192 | 918 | 1,122 | 794 | 32.1 | 20 | Sep 13, 2024 | J-GAAP |
| Jul, 2025 Guidance | 13,281 | 440 | 340 | 140 | 6.1 | 10 | Jun 13, 2025 | J-GAAP |
| YoY | +8.9% | -52.1% | -69.7% | -82.4% | -80.9% |
Quarterly Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Operating Profit Margin | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Feb - Apr, 2024 | 3,682 | 340 | 415 | 313 | 12.6 | 9.2 | Jun 14, 2024 | J-GAAP |
| May - Jul, 2024 | 3,079 | -35 | -33 | -17 | -0.7 | -1.1 | Sep 13, 2024 | J-GAAP |
| Aug - Oct, 2024 | 3,079 | 57 | 51 | 29 | 1.2 | 1.9 | Dec 13, 2024 | J-GAAP |
| Nov - Jan, 2024 | 3,208 | 60 | 75 | 33 | 1.4 | 1.9 | Mar 14, 2025 | J-GAAP |
| Feb - Apr, 2025 | 3,793 | 309 | 216 | 149 | 6.4 | 8.1 | Jun 13, 2025 | J-GAAP |
| YoY | +3.0% | -9.1% | -48.0% | -52.4% | -49.5% |
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