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AXELL, Ordinary Profit Forecast for First Half Revised Upward to an Unexpected 17% Increase, Full Year also Increased, Dividend Revised Upward by 16 Yen
6730 AXELL CORPORATION 【J-GAAP】
Guidance Update ReportAXELL CORPORATION <6730> [TSE Std] announced a revision to its performance and dividend after the market closed on September 22nd (16:30). The consolidated ordinary profit forecast for the cumulative second quarter of the fiscal year ending March 2026 (April to September) has been revised upward 2.3 times, from the previous forecast of 0.51 billion yen to 1.16 billion yen (compared to 0.99 billion yen in the same period of the previous year), turning to a 16.6% increase in the consolidated ordinary profit outlook.
Following the strong performance in the first half, the full-year forecast for consolidated ordinary profit has been revised upward 45.1%, from the previous forecast of 1.02 billion yen to 1.48 billion yen (compared to 1.54 billion yen in the previous period), and the declining rate is expected to decrease from 33.9% to 4.0%.
At the same time, the company has significantly increased its planned year-end lump-sum dividend for the current fiscal year from the original plan of 33 yen to 49 yen (compared to 45 yen in the previous period).
Kabutan News
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 | 6,200 | 500 | 510 | 350 | 32.5 | 0 | May 9, 2025 | J-GAAP |
| Apr - Sep, 2025 New | 7,520 | 1,090 | 1,160 | 820 | 76.2 | 0 | Sep 22, 2025 | J-GAAP |
| Revision Rate | +21.3% | +118.0% | +127.5% | +134.3% | +134.3% |
Full Year Update
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Mar, 2026 Prev | 12,000 | 1,000 | 1,020 | 730 | 67.8 | 33 | May 9, 2025 | J-GAAP |
| Mar, 2026 New | 13,770 | 1,390 | 1,480 | 1,050 | 97.5 | 49 | Sep 22, 2025 | J-GAAP |
| Revision Rate | +14.8% | +39.0% | +45.1% | +43.8% | +43.8% |
Current Period Guidance
H1 Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Apr - Sep, 2024 | 8,142 | 937 | 995 | 692 | 63.3 | 0 | Nov 6, 2024 | J-GAAP |
| Apr - Sep, 2025 Guidance | 7,520 | 1,090 | 1,160 | 820 | 76.2 | 0 | Sep 22, 2025 | J-GAAP |
| YoY | -7.6% | +16.3% | +16.6% | +18.5% | +20.3% |
Current Period Guidance
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Mar, 2024 | 17,570 | 2,426 | 2,449 | 1,771 | 162.4 | 81 | May 9, 2024 | J-GAAP |
| Mar, 2025 | 15,244 | 1,461 | 1,542 | 978 | 89.4 | 45 | May 9, 2025 | J-GAAP |
| Mar, 2026 Guidance | 13,770 | 1,390 | 1,480 | 1,050 | 97.5 | 49 | Sep 22, 2025 | J-GAAP |
| YoY | -9.7% | -4.9% | -4.0% | +7.4% | +9.1% |
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