kabutan

Alfresa Holdings, Ordinary Profit Forecast for First Half Revised Upward to an Unexpected 7% Increase

Fri Oct 31, 2025 8:30 am JST Revision

2784 Alfresa Holdings Corporation 【J-GAAP】

Guidance Update Report

Alfresa Holdings Corporation <2784> [TSE Prime] announced a performance revision in the morning on October 31st (08:30). The consolidated ordinary profit forecast for the cumulative second quarter of the fiscal year ending March 2026 (April to September) has been revised upward 13.7%, from the previous forecast of 15.3 billion yen to 17.4 billion yen (compared to 16.2 billion yen in the same period of the previous year), turning to a 6.9% increase in the consolidated ordinary profit outlook.

Furthermore, the full-year ordinary profit forecast remains unchanged from the estimate of 39.7 billion yen(compared to 40.4 billion 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 1,531,800 14,000 15,300 9,100 50.0 34 May 15, 2025 J-GAAP
Apr - Sep, 2025 New 1,529,700 16,200 17,400 11,500 63.2 34 Oct 31, 2025 J-GAAP
Revision Rate -0.1% +15.7% +13.7% +26.4% +26.4%

Current Period Guidance

H1 Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Apr - Sep, 2024 1,456,355 14,995 16,279 14,065 75.3 31 Nov 7, 2024 J-GAAP
Apr - Sep, 2025 Guidance 1,529,700 16,200 17,400 11,500 63.2 34 Oct 31, 2025 J-GAAP
YoY +5.0% +8.0% +6.9% -18.2% -16.0%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 2,858,500 38,460 39,997 29,558 154.1 70 May 14, 2024 J-GAAP
Mar, 2025 2,961,051 38,080 40,485 27,389 147.5 63 May 15, 2025 J-GAAP
Mar, 2026 Guidance 3,107,000 37,100 39,700 25,000 137.6 68 May 15, 2025 J-GAAP
YoY +4.9% -2.6% -1.9% -8.7% -6.8%

Related Articles