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First Brothers, Ordinary Profit Forecast for the Fiscal Year Revised Upward to an Unexpected 99% Increase

Tue Nov 11, 2025 5:00 pm JST Revision

3454 First Brothers Co., Ltd. 【J-GAAP】

Guidance Update Report

First Brothers Co., Ltd. <3454> [TSE Std] announced a performance revision after the market closed on November 11th (17:00). The consolidated ordinary profit forecast for the fiscal year ending November 2025 has been revised upward 2.0 times, from the previous forecast of 2.18 billion yen to 4.37 billion yen (compared to 2.19 billion yen in the previous period), turning to a 99.3% increase in the consolidated ordinary profit outlook.

Based on the upwardly revised full-year plan announced by the company, our calculation indicates that the June to November period (second half) consolidated ordinary profit is expected to increase 2.2 times, from the previous forecast of 1.83 billion yen to 4.02 billion yen (compared to 1.81 billion yen in the same period of the previous year), increasing the growth rate from 1.0% to 2.2 times.

Kabutan News

Guidance Update

Second Half Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Jun - Nov, 2025 Prev 12,573 2,718 1,834 1,147 81.8 35 Jul 8, 2025 J-GAAP
Jun - Nov, 2025 New 13,493 4,448 4,024 1,267 90.3 35 Nov 11, 2025 J-GAAP
Revision Rate +7.3% +63.6% +119.4% +10.5% +10.5%

Full Year Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Nov, 2025 Prev 17,950 3,520 2,180 1,370 97.7 35 Jan 10, 2025 J-GAAP
Nov, 2025 New 18,870 5,250 4,370 1,490 106.2 35 Nov 11, 2025 J-GAAP
Revision Rate +5.1% +49.1% +100.5% +8.8% +8.8%

Current Period Guidance

Second Half Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Jun - Nov, 2024 12,497 2,235 1,816 1,237 88.3 34 Jan 10, 2025 J-GAAP
Jun - Nov, 2025 Guidance 13,493 4,448 4,024 1,267 90.3 35 Nov 11, 2025 J-GAAP
YoY +8.0% +99.0% +121.6% +2.4% +2.3%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Nov, 2023 22,268 4,461 3,837 3,186 227.3 32 Jan 12, 2024 J-GAAP
Nov, 2024 16,865 2,838 2,193 1,416 101.0 67 Jan 10, 2025 J-GAAP
Nov, 2025 Guidance 18,870 5,250 4,370 1,490 106.2 35 Nov 11, 2025 J-GAAP
YoY +11.9% +85.0% +99.3% +5.2% +5.1%

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