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Oriental Consultants, Ordinary Profit Forecast for the Fiscal Year Revised Upward by 18%, Exceeded Record Profit Forecast, Dividend Revised Upward by 20 Yen

Fri Aug 22, 2025 3:45 pm JST Revision

2498 Oriental Consultants Holdings Company Limited 【J-GAAP】

Guidance Update Report

Oriental Consultants Holdings Company Limited <2498> [TSE Std] announced a revision to its performance and dividend after the market closed on August 22nd (15:45). The consolidated ordinary profit forecast for the fiscal year ending September 2025 has been revised upward 17.8%, from the previous forecast of 4.50 billion yen to 5.30 billion yen (compared to 4.02 billion yen in the previous period), increasing the growth rate from 11.9% to 31.8%. The company has further increased its previous forecast of record profits for the first time in three years.

Based on the upwardly revised full-year plan announced by the company, our calculation indicates that the April to September period (second half) consolidated ordinary profit is expected to increase 3.9 times, from the previous forecast of 0.28 billion yen to 1.08 billion yen (compared to 0.76 billion yen in the same period of the previous year), turning to a 40.6% increase in the consolidated ordinary profit outlook.

In light of the strong performance, the company has increased its planned year-end lump-sum dividend for the current fiscal year from the original plan of 200 yen to 220 yen (compared to 175 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
Apr - Sep, 2025 Prev 40,708M 702M 280M 34M 2.8 100 May 15, 2025 J-GAAP
Apr - Sep, 2025 New 48,508M 1,252M 1,080M 634M 53.0 110 Aug 22, 2025 J-GAAP
Revision Rate +19.2% +78.3% +285.7% +1,764.7% +1,765.8%
Full Year Update
Fiscal Year Revenue Operating
Profit
Ordinary
Profit
Net
Profit
Adj.
EPS
Adj.
Dividend
Announce Accounting
Standards
Sep, 2025 Prev 87,000M 4,700M 4,500M 2,900M 242.4 100 Nov 14, 2024 J-GAAP
Sep, 2025 New 94,800M 5,250M 5,300M 3,500M 292.5 110 Aug 22, 2025 J-GAAP
Revision Rate +9.0% +11.7% +17.8% +20.7% +20.7%

Current Period Guidance

Second Half Results
Fiscal Year Revenue Operating
Profit
Ordinary
Profit
Net
Profit
Adj.
EPS
Adj.
Dividend
Announce Accounting
Standards
Apr - Sep, 2024
40,614M 1,573M 768M 368M 30.3 87.50 Nov 14, 2024 J-GAAP
Guidance
Apr - Sep, 2025
48,508M 1,252M 1,080M 634M 53.0 110 Aug 22, 2025 J-GAAP
YoY +19.4% -20.4% +40.6% +72.3% +74.7%
Current Period Guidance
Fiscal Year Revenue Operating
Profit
Ordinary
Profit
Net
Profit
Adj.
EPS
Adj.
Dividend
Announce Accounting
Standards
Sep, 2023
78,154M 3,883M 4,258M 2,831M 237.1 50 Nov 14, 2023 J-GAAP
Sep, 2024
86,282M 4,664M 4,022M 2,597M 214.1 87.50 Nov 14, 2024 J-GAAP
Guidance
Sep, 2025
94,800M 5,250M 5,300M 3,500M 292.5 110 Aug 22, 2025 J-GAAP
YoY +9.9% +12.6% +31.8% +34.8% +36.6%