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Hosiden, Ordinary Profit Forecast for the Fiscal Year Revised Upward to an Unexpected 8% Increase
6804 Hosiden Corporation 【J-GAAP】
Earnings ReportHosiden Corporation <6804> [TSE Prime] announced its financial results after the market closed on August 8th (16:00). The consolidated ordinary profit for the first quarter of the fiscal year ending March 2026 (April to June) significantly dropped 63.7% from the same period last year to 1.95 billion yen.
However, the full-year forecast for consolidated ordinary profit has been revised upward 33.3%, from the previous forecast of 12.0 billion yen to 16.0 billion yen (compared to 14.7 billion yen in the previous period), turning to an 8.3% increase in the consolidated ordinary profit outlook.
At the same time, the April to September period (first half) consolidated ordinary profit has been revised upward 75.0%, from the previous forecast of 4.00 billion yen to 7.00 billion yen (compared to 6.34 billion yen in the same period of the previous year), turning to a 10.4% increase in the consolidated ordinary profit outlook.
In the most recent three-month period, from April to June (1Q), the operating profit margin drastically worsened from 7.6% in the same period last year to 2.1%.
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 | 56,273 | 2,596 | 5,460 | 3,658 | 69.8 | 49.6 | Aug 9, 2023 | J-GAAP |
| Apr - Jun, 2024 | 57,876 | 4,391 | 5,389 | 3,669 | 71.0 | 85.0 | Aug 9, 2024 | J-GAAP |
| Apr - Jun, 2025 | 116,340 | 2,391 | 1,956 | 1,313 | 25.8 | 27.9 | Aug 8, 2025 | J-GAAP |
| YoY | +101.0% | -45.5% | -63.7% | -64.2% | -63.6% |
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 | 213,000 | 5,500 | 4,000 | 2,800 | 55.0 | 25 | May 9, 2025 | J-GAAP |
| Apr - Sep, 2025 New | 235,000 | 7,000 | 7,000 | 4,900 | 96.3 | 25 | Aug 8, 2025 | J-GAAP |
| Revision Rate | +10.3% | +27.3% | +75.0% | +75.0% | +75.0% |
Full Year Update
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Mar, 2026 Prev | 406,000 | 13,000 | 12,000 | 8,400 | 169.4 | 50 | May 9, 2025 | J-GAAP |
| Mar, 2026 New | 428,000 | 15,500 | 16,000 | 11,300 | 227.9 | 50 | Aug 8, 2025 | J-GAAP |
| Revision Rate | +5.4% | +19.2% | +33.3% | +34.5% | +34.5% |
Current Period Guidance
H1 Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Apr - Sep, 2024 | 116,173 | 7,969 | 6,340 | 4,426 | 85.5 | 19 | Nov 8, 2024 | J-GAAP |
| Apr - Sep, 2025 Guidance | 235,000 | 7,000 | 7,000 | 4,900 | 96.3 | 25 | Aug 8, 2025 | J-GAAP |
| YoY | +102.3% | -12.2% | +10.4% | +10.7% | +12.6% |
Current Period Guidance
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Mar, 2024 | 218,910 | 12,925 | 18,160 | 11,632 | 224.2 | 68 | May 10, 2024 | J-GAAP |
| Mar, 2025 | 247,571 | 13,573 | 14,776 | 10,037 | 194.8 | 59 | May 9, 2025 | J-GAAP |
| Mar, 2026 Guidance | 428,000 | 15,500 | 16,000 | 11,300 | 227.9 | 50 | Aug 8, 2025 | J-GAAP |
| YoY | +72.9% | +14.2% | +8.3% | +12.6% | +17.0% |
Quarterly Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Operating Profit Margin | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Apr - Jun, 2024 | 57,876 | 4,391 | 5,389 | 3,669 | 71.0 | 7.6 | Aug 9, 2024 | J-GAAP |
| Jul - Sep, 2024 | 58,297 | 3,578 | 951 | 757 | 14.6 | 6.1 | Nov 8, 2024 | J-GAAP |
| Oct - Dec, 2024 | 63,591 | 2,938 | 5,745 | 4,068 | 78.6 | 4.6 | Feb 7, 2025 | J-GAAP |
| Jan - Mar, 2025 | 67,807 | 2,666 | 2,691 | 1,543 | 29.9 | 3.9 | May 9, 2025 | J-GAAP |
| Apr - Jun, 2025 | 116,340 | 2,391 | 1,956 | 1,313 | 25.8 | 2.1 | Aug 8, 2025 | J-GAAP |
| YoY | +101.0% | -45.5% | -63.7% | -64.2% | -63.6% |
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