kabutan

GMO Pepabo, Ordinary Profit Forecast for the Fiscal Year Revised Upward to an Unexpected 27% Increase, Highest in Five Terms, Dividend Revised Upward by 29 Yen

Tue Sep 16, 2025 6:01 pm JST Revision

3633 GMO Pepabo, Inc. 【J-GAAP】

Guidance Update Report

GMO Pepabo, Inc. <3633> [TSE Std] announced a revision to its performance and dividend after the market closed on September 16th (18:01). The consolidated ordinary profit forecast for the fiscal year ending December 2025 has been revised upward 38.7%, from the previous forecast of 0.86 billion yen to 1.19 billion yen (compared to 0.93 billion yen in the previous period), reaches new record high for the first time in five terms, turning to a 27.3% increase in the consolidated ordinary profit outlook.

Based on the upwardly revised full-year plan announced by the company, our calculation indicates that the July to December period (second half) consolidated ordinary profit is expected to increase 2.1 times, from the previous forecast of 0.30 billion yen to 0.63 billion yen (compared to 0.44 billion yen in the same period of the previous year), turning to a 42.8% increase in the consolidated ordinary profit outlook.

In light of the strong performance, the company has significantly increased its planned year-end lump-sum dividend for the current fiscal year from the original plan of 67 yen to 96 yen (compared to 57 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
Jul - Dec, 2025 Prev 5,645 291 301 139 26.9 67 Aug 7, 2025 J-GAAP
Jul - Dec, 2025 New 5,417 328 634 365 70.8 96 Sep 16, 2025 J-GAAP
Revision Rate -4.0% +12.7% +110.6% +162.6% +162.6%

Full Year Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Dec, 2025 Prev 11,184 888 860 536 103.9 67 Feb 5, 2025 J-GAAP
Dec, 2025 New 10,956 925 1,193 762 147.7 96 Sep 16, 2025 J-GAAP
Revision Rate -2.0% +4.2% +38.7% +42.2% +42.2%

Current Period Guidance

Second Half Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Jul - Dec, 2024 5,557 333 444 266 50.5 57 Feb 5, 2025 J-GAAP
Jul - Dec, 2025 Guidance 5,417 328 634 365 70.8 96 Sep 16, 2025 J-GAAP
YoY -2.5% -1.5% +42.8% +37.2% +40.2%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Dec, 2023 10,903 -340 -246 -628 -119.2 0 Feb 13, 2024 J-GAAP
Dec, 2024 10,922 829 937 591 112.1 57 Feb 5, 2025 J-GAAP
Dec, 2025 Guidance 10,956 925 1,193 762 147.7 96 Sep 16, 2025 J-GAAP
YoY +0.3% +11.6% +27.3% +28.9% +31.7%

Related Articles