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FUJIMI INC, Ordinary Profit Forecast for the Fiscal Year Revised Upward to an Unexpected 4% Increase
5384 FUJIMI INCORPORATED 【J-GAAP】
Earnings ReportFUJIMI INCORPORATED <5384> [TSE Prime] announced its financial results after the market closed on November 5th (16:20). The consolidated ordinary profit for the cumulative second quarter of the fiscal year ending March 2026 (April to September) increased 11.3% from the same period last year, reaching 6.25 billion yen.
In addition, the full-year forecast for consolidated ordinary profit has been revised upward 5.4%, from the previous forecast of 12.1 billion yen to 12.7 billion yen (compared to 12.2 billion yen in the previous period), turning to a 4.1% increase in the consolidated ordinary profit outlook.
Based on the first-half performance announced by the company and the full-year plan, our calculation indicates that the consolidated ordinary profit for the October to March period (second half) is expected to decrease 2.1% from the same period last year to 6.49 billion yen.
In the most recent three-month period, from July to September (2Q), the consolidated ordinary profit increased 32.2% from the same period last year, reaching 3.50 billion yen. However, the operating profit margin decreased from 19.2% in the same period last year to 18.8%.
Kabutan News
Actual Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Progress Rate vs. First Half | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Apr - Sep, 2023 | 25,352 | 3,949 | 4,430 | 3,377 | 45.5 | 49.5 | Nov 2, 2023 | J-GAAP |
| Apr - Sep, 2024 | 30,746 | 5,702 | 5,620 | 4,370 | 58.9 | 45.9 | Nov 5, 2024 | J-GAAP |
| Apr - Sep, 2025 | 33,496 | 6,469 | 6,257 | 4,671 | 63.0 | 49.1 | Nov 5, 2025 | J-GAAP |
| YoY | +8.9% | +13.5% | +11.3% | +6.9% | +6.9% |
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 | 31,800 | 5,950 | 6,000 | 4,400 | 59.3 | 36.67 | May 13, 2025 | J-GAAP |
| Apr - Sep, 2025 Results | 33,496 | 6,469 | 6,257 | 4,671 | 63.0 | 36.67 | Nov 5, 2025 | J-GAAP |
| Revision Rate | +5.3% | +8.7% | +4.3% | +6.2% | +6.2% |
Guidance Update
Full Year Update
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Mar, 2026 Prev | 65,300 | 12,100 | 12,100 | 8,850 | 119.3 | 73.34 | May 13, 2025 | J-GAAP |
| Mar, 2026 New | 67,900 | 13,000 | 12,750 | 9,400 | 126.7 | 73.34 | Nov 5, 2025 | J-GAAP |
| Revision Rate | +4.0% | +7.4% | +5.4% | +6.2% | +6.2% |
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 | 31,757 | 6,078 | 6,631 | 5,058 | 68.2 | 36.67 | May 13, 2025 | J-GAAP |
| Oct - Mar, 2025 Guidance | 34,404 | 6,531 | 6,493 | 4,729 | 63.8 | 36.67 | Nov 5, 2025 | J-GAAP |
| YoY | +8.3% | +7.5% | -2.1% | -6.5% | -6.5% |
Current Period Guidance
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Mar, 2024 | 51,423 | 8,251 | 8,958 | 6,499 | 87.6 | 73.34 | May 13, 2024 | J-GAAP |
| Mar, 2025 | 62,503 | 11,780 | 12,251 | 9,428 | 127.1 | 73.34 | May 13, 2025 | J-GAAP |
| Mar, 2026 Guidance | 67,900 | 13,000 | 12,750 | 9,400 | 126.7 | 73.34 | Nov 5, 2025 | J-GAAP |
| YoY | +8.6% | +10.4% | +4.1% | -0.3% | -0.3% |
Quarterly Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Operating Profit Margin | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Jul - Sep, 2024 | 16,008 | 3,077 | 2,652 | 2,292 | 30.9 | 19.2 | Nov 5, 2024 | J-GAAP |
| Oct - Dec, 2024 | 16,046 | 3,358 | 4,060 | 2,895 | 39.0 | 20.9 | Feb 4, 2025 | J-GAAP |
| Jan - Mar, 2025 | 15,711 | 2,720 | 2,571 | 2,163 | 29.2 | 17.3 | May 13, 2025 | J-GAAP |
| Apr - Jun, 2025 | 16,394 | 3,257 | 2,750 | 1,862 | 25.1 | 19.9 | Aug 6, 2025 | J-GAAP |
| Jul - Sep, 2025 | 17,102 | 3,212 | 3,507 | 2,809 | 37.9 | 18.8 | Nov 5, 2025 | J-GAAP |
| YoY | +6.8% | +4.4% | +32.2% | +22.6% | +22.6% |
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