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Daiwabo, Ordinary Profit Forecast for First Half Revised Upward by 30%, Exceeded Record Profit Forecast, Full Year also Increased
3107 Daiwabo Holdings Co.,Ltd. 【J-GAAP】
Earnings ReportDaiwabo Holdings Co.,Ltd. <3107> [TSE Prime] announced its financial results after the market closed on August 5th (15:30). The consolidated ordinary profit for the first quarter of the fiscal year ending March 2026 (April to June) surged 2.2 times that of the same period last year, reaching 10.1 billion yen.
In addition, the April to September period (first half) consolidated ordinary profit has been revised upward 29.6%, from the previous forecast of 17.0 billion yen to 22.0 billion yen (compared to 13.8 billion yen in the same period of the previous year), increasing the growth rate from 23.0% to 59.3%. The company has further increased its previous forecast of record profits for the first time in six years.
Following the strong performance in the first half, the full-year forecast for consolidated ordinary profit has been revised upward 13.0%, from the previous forecast of 38.8 billion yen to 43.8 billion yen (compared to 35.4 billion yen in the previous period), increasing the growth rate from 9.4% to 23.6%. The company has further increased its previous forecast of record profits for the first time in five years.
In the most recent three-month period, from April to June (1Q), the operating profit margin improved from 1.9% in the same period last year to 3.4%.
Kabutan News
Actual Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Progress Rate vs. First Half | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Apr - Jun, 2023 | 209,337 | 4,938 | 5,044 | 3,442 | 36.8 | 39.1 | Aug 4, 2023 | J-GAAP |
| Apr - Jun, 2024 | 227,844 | 4,274 | 4,528 | 3,079 | 33.1 | 32.7 | Aug 2, 2024 | J-GAAP |
| Apr - Jun, 2025 | 290,601 | 9,876 | 10,111 | 7,195 | 80.2 | 45.9 | Aug 5, 2025 | J-GAAP |
| YoY | +27.5% | +131.1% | +123.3% | +133.7% | +142.6% |
Guidance Update
First Half Update
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Apr - Sep, 2025 Prev | 625,800 | 16,870 | 17,020 | 11,700 | 131.7 | 50 | May 14, 2025 | J-GAAP |
| Apr - Sep, 2025 New | 640,000 | 21,900 | 22,050 | 15,100 | 169.9 | 50 | Aug 5, 2025 | J-GAAP |
| Revision Rate | +2.3% | +29.8% | +29.6% | +29.1% | +29.1% |
Full Year Update
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Mar, 2026 Prev | 1,265,800 | 38,500 | 38,800 | 26,700 | 304.2 | 100 | May 14, 2025 | J-GAAP |
| Mar, 2026 New | 1,280,000 | 43,530 | 43,830 | 30,100 | 342.9 | 100 | Aug 5, 2025 | J-GAAP |
| Revision Rate | +1.1% | +13.1% | +13.0% | +12.7% | +12.7% |
Current Period Guidance
H1 Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Apr - Sep, 2024 | 517,383 | 13,522 | 13,839 | 9,474 | 102.5 | 45 | Nov 6, 2024 | J-GAAP |
| Apr - Sep, 2025 Guidance | 640,000 | 21,900 | 22,050 | 15,100 | 169.9 | 50 | Aug 5, 2025 | J-GAAP |
| YoY | +23.7% | +62.0% | +59.3% | +59.4% | +65.7% |
Current Period Guidance
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Mar, 2024 | 967,760 | 30,963 | 31,431 | 4,283 | 45.8 | 64 | May 9, 2024 | J-GAAP |
| Mar, 2025 | 1,136,817 | 34,899 | 35,454 | 24,751 | 271.4 | 90 | May 14, 2025 | J-GAAP |
| Mar, 2026 Guidance | 1,280,000 | 43,530 | 43,830 | 30,100 | 342.9 | 100 | Aug 5, 2025 | J-GAAP |
| YoY | +12.6% | +24.7% | +23.6% | +21.6% | +26.4% |
Quarterly Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Operating Profit Margin | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Apr - Jun, 2024 | 227,844 | 4,274 | 4,528 | 3,079 | 33.1 | 1.9 | Aug 2, 2024 | J-GAAP |
| Jul - Sep, 2024 | 289,539 | 9,248 | 9,311 | 6,395 | 69.2 | 3.2 | Nov 6, 2024 | J-GAAP |
| Oct - Dec, 2024 | 291,418 | 8,490 | 8,591 | 5,903 | 64.4 | 2.9 | Feb 7, 2025 | J-GAAP |
| Jan - Mar, 2025 | 328,016 | 12,887 | 13,024 | 9,374 | 102.8 | 3.9 | May 14, 2025 | J-GAAP |
| Apr - Jun, 2025 | 290,601 | 9,876 | 10,111 | 7,195 | 80.2 | 3.4 | Aug 5, 2025 | J-GAAP |
| YoY | +27.5% | +131.1% | +123.3% | +133.7% | +142.6% |
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