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Daiwabo, Ordinary Profit Forecast for the Fiscal Year Revised Upward by 3%, Exceeded Record Profit Forecast

Thu Nov 6, 2025 3:30 pm JST Earnings

3107 Daiwabo Holdings Co.,Ltd. 【J-GAAP】

Earnings Report

Daiwabo Holdings Co.,Ltd. <3107> [TSE Prime] announced its financial results after the market closed on November 6th (15:30). The consolidated ordinary profit for the cumulative second quarter of the fiscal year ending March 2026 (April to September) expanded 22.6 billion yen, an increase 63.4% compared to the same period last year.

In addition, the full-year forecast for consolidated ordinary profit has been revised upward 3.4%, from the previous forecast of 43.8 billion yen to 45.3 billion yen (compared to 35.4 billion yen in the previous period), increasing the growth rate from 23.6% to 27.8%. The company has further increased its previous forecast of record profits for the first time in five years.

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 grow 5.0% from the same period last year, reaching 22.6 billion yen.

In the most recent three-month period, from July to September (2Q), the consolidated ordinary profit increased 34.2% from the same period last year, reaching 12.4 billion yen. The operating profit margin remained almost flat, changing from 3.2% in the same period last year to 3.4%.

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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 445,917 12,774 12,915 8,526 91.2 41.1 Nov 9, 2023 J-GAAP
Apr - Sep, 2024 517,383 13,522 13,839 9,474 102.5 39.0 Nov 6, 2024 J-GAAP
Apr - Sep, 2025 656,830 22,435 22,608 15,736 176.0 49.9 Nov 6, 2025 J-GAAP
YoY +27.0% +65.9% +63.4% +66.1% +71.7%

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 640,000 21,900 22,050 15,100 169.9 50 Aug 5, 2025 J-GAAP
Apr - Sep, 2025 Results 656,830 22,435 22,608 15,736 176.0 50 Nov 6, 2025 J-GAAP
Revision Rate +2.6% +2.4% +2.5% +4.2% +3.6%

Guidance Update

Full Year Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2026 Prev 1,280,000 43,530 43,830 30,100 342.9 100 Aug 5, 2025 J-GAAP
Mar, 2026 New 1,337,000 45,000 45,300 30,800 350.9 100 Nov 6, 2025 J-GAAP
Revision Rate +4.5% +3.4% +3.4% +2.3% +2.3%

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 619,434 21,377 21,615 15,277 167.5 45 May 14, 2025 J-GAAP
Oct - Mar, 2025 Guidance 680,170 22,565 22,692 15,064 171.6 50 Nov 6, 2025 J-GAAP
YoY +9.8% +5.6% +5.0% -1.4% +2.5%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 967,760 30,963 31,431 4,283 45.8 64 May 9, 2024 J-GAAP
Mar, 2025 1,136,817 34,899 35,454 24,751 271.4 90 May 14, 2025 J-GAAP
Mar, 2026 Guidance 1,337,000 45,000 45,300 30,800 350.9 100 Nov 6, 2025 J-GAAP
YoY +17.6% +28.9% +27.8% +24.4% +29.3%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Jul - Sep, 2024 289,539 9,248 9,311 6,395 69.2 3.2 Nov 6, 2024 J-GAAP
Oct - Dec, 2024 291,418 8,490 8,591 5,903 64.4 2.9 Feb 7, 2025 J-GAAP
Jan - Mar, 2025 328,016 12,887 13,024 9,374 102.8 3.9 May 14, 2025 J-GAAP
Apr - Jun, 2025 290,601 9,876 10,111 7,195 80.2 3.4 Aug 5, 2025 J-GAAP
Jul - Sep, 2025 366,229 12,559 12,497 8,541 95.6 3.4 Nov 6, 2025 J-GAAP
YoY +26.5% +35.8% +34.2% +33.6% +38.1%

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