Simplex Holdings, Net Income Forecast for the Fiscal Year Revised Upward by 4%, Raises Record High Profit Forecast, Dividend Effectively Increased

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Thu Oct 30, 2025 3:30 pm JST Earnings

4373 Simplex Holdings, Inc. 【IFRS】

Earnings Report

Simplex Holdings, Inc. <4373> [TSE Prime] announced its financial results (based on IFRS) after the market closed on October 30th (15:30). The consolidated net income for the cumulative second quarter of the fiscal year ending March 2026 (April to September) expanded 4.77 billion yen, an increase 84.2% compared to the same period last year.

In addition, the full-year forecast for consolidated net income has been revised upward 4.0%, from the previous forecast of 9.14 billion yen to 9.51 billion yen (compared to 7.78 billion yen in the previous period), increasing the growth rate from 17.5% to 22.3%, further surpassing the previous forecast of record-high profits for eight consecutive terms.

Based on the first-half performance announced by the company and the full-year plan, our calculation indicates that the consolidated net income for the October to March period (second half) is expected to decrease 8.7% from the same period last year to 4.73 billion yen.

At the same time, due to a planned 4-for-1 forward stock split is scheduled for November 30, the year-end lump-sum dividend for the current fiscal year has been revised from the original plan of 65 yen to 18 yen (equivalent to 72 yen before the forward stock split) This effectively represents a 10.8% increase in the annual dividend.

In the most recent three-month period, from July to September (2Q), the consolidated net income increased 72.1% from the same period last year, reaching 2.61 billion yen. The operating profit margin rose from 21.0% in the same period last year to 26.8%.

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Actual Results

Accumulated Results 2nd Quarter

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Progress Rate vs. First Half	Announce	Accounting Standards
Apr - Sep, 2023	19,543	4,000	3,947	2,664	11.6	45.1	Oct 26, 2023	IFRS
Apr - Sep, 2024	21,876	3,915	3,879	2,594	11.1	36.2	Oct 30, 2024	IFRS
Apr - Sep, 2025	27,801	7,055	7,052	4,777	21.0	50.7	Oct 30, 2025	IFRS
YoY	+27.1%	+80.2%	+81.8%	+84.2%	+88.9%

First Half Results vs. Previous Guidance

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Apr - Sep, 2025 Guidance	27,250	6,470	6,455	4,418	19.4	0	Jul 30, 2025	IFRS
Apr - Sep, 2025 Results	27,801	7,055	7,052	4,777	21.0	0	Oct 30, 2025	IFRS
Revision Rate	+2.0%	+9.0%	+9.2%	+8.1%	+8.3%

Guidance Update

Full Year Update

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Mar, 2026 Prev	55,500	13,400	13,307	9,146	40.1	16.25	Jul 30, 2025	IFRS
Mar, 2026 New	57,000	14,000	13,918	9,515	41.7	18	Oct 30, 2025	IFRS
Revision Rate	+2.7%	+4.5%	+4.6%	+4.0%	+4.0%

Current Period Guidance

Second Half Results

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Oct - Mar, 2024	25,518	6,889	6,850	5,187	22.3	12.50	Apr 30, 2025	IFRS
Oct - Mar, 2025 Guidance	29,199	6,945	6,866	4,738	20.8	18	Oct 30, 2025	IFRS
YoY	+14.4%	+0.8%	+0.2%	-8.7%	-6.9%

Current Period Guidance

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Mar, 2024	40,708	8,850	8,744	6,194	26.9	10.50	Apr 25, 2024	IFRS
Mar, 2025	47,394	10,804	10,729	7,781	33.5	12.50	Apr 30, 2025	IFRS
Mar, 2026 Guidance	57,000	14,000	13,918	9,515	41.7	18	Oct 30, 2025	IFRS
YoY	+20.3%	+29.6%	+29.7%	+22.3%	+24.7%

Quarterly Results

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Operating Profit Margin	Announce	Accounting Standards
Jul - Sep, 2024	10,922	2,289	2,264	1,521	6.5	21.0	Oct 30, 2024	IFRS
Oct - Dec, 2024	12,242	3,092	3,072	2,088	9.0	25.3	Jan 30, 2025	IFRS
Jan - Mar, 2025	13,276	3,797	3,778	3,099	13.3	28.6	Apr 30, 2025	IFRS
Apr - Jun, 2025	13,464	3,213	3,181	2,159	9.5	23.9	Jul 30, 2025	IFRS
Jul - Sep, 2025	14,337	3,842	3,871	2,618	11.5	26.8	Oct 30, 2025	IFRS
YoY	+31.3%	+67.8%	+71.0%	+72.1%	+76.4%