kabutan

ROUND ONE, Net Income Forecast for the Fiscal Year Revised Downward by 3%

Fri Nov 7, 2025 11:30 am JST Earnings

4680 ROUND ONE Corporation 【J-GAAP】

Earnings Report

ROUND ONE Corporation <4680> [TSE Prime] announced its financial results (based on IFRS) at noon (11:30) on November 7th. The consolidated net income for the cumulative second quarter of the fiscal year ending March 2026 (April to September) was 8.85 billion yen, a 1.8% increase compared to the same period last year.

However, the full-year forecast for consolidated net income has decreased 3.3%, from the previous forecast of 18.4 billion yen to 17.8 billion yen (compared to 15.4 billion yen in the previous period), leading to a reduction in the profit growth rate from 19.8% to 15.8%.

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 expand 33.8% from the same period last year, reaching 8.98 billion yen.

In the most recent three-month period, from July to September (2Q), the consolidated net income amounted to 5.44 billion yen, an increase of 2.8% compared to the same period last year. However, the operating profit margin remained almost flat, changing from 18.4% in the same period last year to 18.3%.

Kabutan News

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 76,830 10,477 10,515 7,789 28.8 43.2 Nov 10, 2023 J-GAAP
Apr - Sep, 2024 86,031 13,918 12,279 8,694 32.2 53.4 Nov 8, 2024 IFRS
Apr - Sep, 2025 91,985 14,949 13,347 8,852 33.8 50.2 Nov 7, 2025 IFRS
YoY +6.9% +7.4% +8.7% +1.8% +4.8%

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 90,590 15,250 13,390 9,300 35.4 9 May 9, 2025 IFRS
Apr - Sep, 2025 Results 91,985 14,949 13,347 8,852 33.8 9 Nov 7, 2025 IFRS
Revision Rate +1.5% -2.0% -0.3% -4.8% -4.8%

Guidance Update

Full Year Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2026 Prev 193,160 31,220 27,230 18,450 70.2 18 May 9, 2025 IFRS
Mar, 2026 New 188,780 30,136 26,592 17,833 67.8 18 Nov 7, 2025 IFRS
Revision Rate -2.3% -3.5% -2.3% -3.3% -3.3%

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 91,026 12,322 10,728 6,711 25.0 8 May 9, 2025 IFRS
Oct - Mar, 2025 Guidance 96,795 15,187 13,245 8,981 34.2 9 Nov 7, 2025 IFRS
YoY +6.3% +23.3% +23.5% +33.8% +36.7%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 159,181 24,195 24,316 15,666 58.0 12 May 8, 2024 J-GAAP
Mar, 2025 177,057 26,240 23,007 15,405 57.4 16 May 9, 2025 IFRS
Mar, 2026 Guidance 188,780 30,136 26,592 17,833 67.8 18 Nov 7, 2025 IFRS
YoY +6.6% +14.8% +15.6% +15.8% +18.2%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Jul - Sep, 2024 45,642 8,385 7,485 5,299 19.6 18.4 Nov 8, 2024 IFRS
Oct - Dec, 2024 40,606 2,171 4,121 2,517 9.3 5.3 Feb 10, 2025 J-GAAP
Jan - Mar, 2025 50,420 10,151 6,607 4,194 15.6 20.1 May 9, 2025 IFRS
Apr - Jun, 2025 43,485 6,076 5,157 3,405 13.0 14.0 Aug 8, 2025 IFRS
Jul - Sep, 2025 48,500 8,873 8,190 5,447 20.8 18.3 Nov 7, 2025 IFRS
YoY +6.3% +5.8% +9.4% +2.8% +5.8%

Related Articles