kabutan
N225

68,751.51

+1.49%

TOPIX

4,088.12

+1.22%

USDJPY

162.23

-0.02%

Daiwa, Net Income Forecast for the Fiscal Year Revised Upward to an Unexpected 15% Increase

Tue Oct 7, 2025 3:30 pm JST Revision

8247 Daiwa Co.,Ltd. 【J-GAAP】

Guidance Update Report

Daiwa Co.,Ltd. <8247> [TSE Std] announced a performance revision after the market closed on October 7th (15:30). The consolidated net income forecast for the fiscal year ending February 2026 has been revised upward 2.2 times, from the previous forecast of 100 million yen to 220 million yen (compared to 192 million yen in the previous period), turning to a 14.6% increase in the consolidated net income outlook.

At the same time, the March to August period (first half) consolidated net income has been revised upward 3.8 times, from the previous forecast of 50 million yen to 190 million yen (compared to 159 million yen in the same period of the previous year), turning to a 19.5% increase in the consolidated net income outlook.

In addition, the year-end lump-sum dividend remains undecided.

Kabutan News

Guidance Update

First Half Update
Fiscal Year Revenue Operating
Profit
Ordinary
Profit
Net
Profit
Adj.
EPS
Adj.
Dividend
Announce Accounting
Standards
Mar - Aug, 2025 Prev 8,200M 150M 100M 50M 8.9 0 Apr 10, 2025 J-GAAP
Mar - Aug, 2025 New 7,990M 155M 170M 190M 33.9 0 Oct 7, 2025 J-GAAP
Revision Rate -2.6% +3.3% +70.0% +280.0% +280.1%
Full Year Update
Fiscal Year Revenue Operating
Profit
Ordinary
Profit
Net
Profit
Adj.
EPS
Adj.
Dividend
Announce Accounting
Standards
Feb, 2026 Prev 16,500M 320M 150M 100M 17.8 Apr 10, 2025 J-GAAP
Feb, 2026 New 16,200M 320M 200M 220M 39.2 Oct 7, 2025 J-GAAP
Revision Rate -1.8% 0.0% +33.3% +120.0% +120.0%

Current Period Guidance

First Half Results
Fiscal Year Revenue Operating
Profit
Ordinary
Profit
Net
Profit
Adj.
EPS
Adj.
Dividend
Announce Accounting
Standards
Mar - Aug, 2024
8,189M 126M 136M 159M 28.5 0 Oct 10, 2024 J-GAAP
Guidance
Mar - Aug, 2025
7,990M 155M 170M 190M 33.9 0 Oct 7, 2025 J-GAAP
YoY -2.4% +23.0% +25.0% +19.5% +19.0%
Current Period Guidance
Fiscal Year Revenue Operating
Profit
Ordinary
Profit
Net
Profit
Adj.
EPS
Adj.
Dividend
Announce Accounting
Standards
Feb, 2024
16,537M 222M 283M 652M 116.3 0 Apr 11, 2024 J-GAAP
Feb, 2025
16,434M 195M 142M 192M 34.3 0 Apr 10, 2025 J-GAAP
Guidance
Feb, 2026
16,200M 320M 200M 220M 39.2 Oct 7, 2025 J-GAAP
YoY -1.4% +64.1% +40.8% +14.6% +14.2%