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Hosiden, Ordinary Profit Forecast for the Fiscal Year Revised Upward by 13%
6804 Hosiden Corporation 【J-GAAP】
Earnings ReportHosiden Corporation <6804> [TSE Prime] announced its financial results after the market closed on November 7th (16:00). The consolidated ordinary profit for the cumulative second quarter of the fiscal year ending March 2026 (April to September) expanded 9.58 billion yen, an increase 51.2% compared to the same period last year, exceeded the previous forecast of 7.00 billion yen.
In addition, the full-year forecast for consolidated ordinary profit has been revised upward 12.5%, from the previous forecast of 16.0 billion yen to 18.0 billion yen (compared to 14.7 billion yen in the previous period), increasing the growth rate from 8.3% to 21.8%.
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 nearly flat at 8.41 billion yen, down 0.3% from the same period last year.
In the most recent three-month period, from July to September (2Q), the consolidated ordinary profit surged 8.0 times that of the same period last year, reaching 7.63 billion yen. However, the operating profit margin worsened from 6.1% in the same period last year to 4.4%.
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 | 124,909 | 6,467 | 11,017 | 7,315 | 140.5 | 60.7 | Nov 10, 2023 | J-GAAP |
| Apr - Sep, 2024 | 116,173 | 7,969 | 6,340 | 4,426 | 85.5 | 42.9 | Nov 8, 2024 | J-GAAP |
| Apr - Sep, 2025 | 245,426 | 8,098 | 9,588 | 6,108 | 120.0 | 53.3 | Nov 7, 2025 | J-GAAP |
| YoY | +111.3% | +1.6% | +51.2% | +38.0% | +40.4% |
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 | 235,000 | 7,000 | 7,000 | 4,900 | 96.3 | 25 | Aug 8, 2025 | J-GAAP |
| Apr - Sep, 2025 Results | 245,426 | 8,098 | 9,588 | 6,108 | 120.0 | 25 | Nov 7, 2025 | J-GAAP |
| Revision Rate | +4.4% | +15.7% | +37.0% | +24.7% | +24.7% |
Guidance Update
Full Year Update
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Mar, 2026 Prev | 428,000 | 15,500 | 16,000 | 11,300 | 227.9 | 50 | Aug 8, 2025 | J-GAAP |
| Mar, 2026 New | 440,000 | 16,000 | 18,000 | 12,000 | 242.0 | 50 | Nov 7, 2025 | J-GAAP |
| Revision Rate | +2.8% | +3.2% | +12.5% | +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 | 131,398 | 5,604 | 8,436 | 5,611 | 108.9 | 40 | May 9, 2025 | J-GAAP |
| Oct - Mar, 2025 Guidance | 194,574 | 7,902 | 8,412 | 5,892 | 118.8 | 25 | Nov 7, 2025 | J-GAAP |
| YoY | +48.1% | +41.0% | -0.3% | +5.0% | +9.1% |
Current Period Guidance
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Mar, 2024 | 218,910 | 12,925 | 18,160 | 11,632 | 224.2 | 68 | May 10, 2024 | J-GAAP |
| Mar, 2025 | 247,571 | 13,573 | 14,776 | 10,037 | 194.8 | 59 | May 9, 2025 | J-GAAP |
| Mar, 2026 Guidance | 440,000 | 16,000 | 18,000 | 12,000 | 242.0 | 50 | Nov 7, 2025 | J-GAAP |
| YoY | +77.7% | +17.9% | +21.8% | +19.6% | +24.3% |
Quarterly Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Operating Profit Margin | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Jul - Sep, 2024 | 58,297 | 3,578 | 951 | 757 | 14.6 | 6.1 | Nov 8, 2024 | J-GAAP |
| Oct - Dec, 2024 | 63,591 | 2,938 | 5,745 | 4,068 | 78.6 | 4.6 | Feb 7, 2025 | J-GAAP |
| Jan - Mar, 2025 | 67,807 | 2,666 | 2,691 | 1,543 | 29.9 | 3.9 | May 9, 2025 | J-GAAP |
| Apr - Jun, 2025 | 116,340 | 2,391 | 1,956 | 1,313 | 25.8 | 2.1 | Aug 8, 2025 | J-GAAP |
| Jul - Sep, 2025 | 129,086 | 5,707 | 7,632 | 4,795 | 94.2 | 4.4 | Nov 7, 2025 | J-GAAP |
| YoY | +121.4% | +59.5% | +702.5% | +533.4% | +544.5% |
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