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Hakudo, First Half Ordinary Profit Decreases by 39%, Increased First Half Dividend by 1 Yen
7637 Hakudo Co.,Ltd. 【J-GAAP】
Earnings ReportHakudo Co.,Ltd. <7637> [TSE Prime] announced its financial results in the afternoon session on November 12th (15:00). The consolidated ordinary profit for the cumulative second quarter of the fiscal year ending March 2026 (April to September) dropped 38.8% from the same period last year to 1.08 billion yen. Progress toward the full-year plan of 2.58 billion yen was 42.1%, also falling below the five-year average of 47.9%.
Based on the first-half performance announced by the company and the unchanged full-year plan, our calculation indicates that the consolidated ordinary profit for the October to March period (second half) is expected to grow 3.9% from the same period last year, reaching 1.49 billion yen.
At the same time, the company increased the dividend for the first half from 27 yen to 28 yen.
In the most recent three-month period, from July to September (2Q), the consolidated ordinary profit decreased to 0.61 billion yen, a 21.6% decrease compared to the same period last year. The operating profit margin remained almost flat, changing from 4.2% in the same period last year to 4.0%.
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 | 28,709 | 1,220 | 1,419 | 985 | 86.9 | 49.8 | Nov 9, 2023 | J-GAAP |
| Apr - Sep, 2024 | 32,488 | 1,570 | 1,777 | 1,223 | 107.9 | 55.3 | Nov 13, 2024 | J-GAAP |
| Apr - Sep, 2025 | 32,699 | 1,005 | 1,087 | 683 | 60.3 | 42.1 | Nov 12, 2025 | J-GAAP |
| YoY | +0.6% | -36.0% | -38.8% | -44.2% | -44.1% |
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 | 32,300 | 930 | 1,030 | 660 | 58.2 | 27 | Aug 8, 2025 | J-GAAP |
| Apr - Sep, 2025 Results | 32,699 | 1,005 | 1,087 | 683 | 60.3 | 28 | Nov 12, 2025 | J-GAAP |
| Revision Rate | +1.2% | +8.1% | +5.5% | +3.5% | +3.5% |
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 | 33,922 | 1,413 | 1,437 | 1,013 | 89.4 | 40 | May 14, 2025 | J-GAAP |
| Oct - Mar, 2025 Guidance | 34,501 | 1,445 | 1,493 | 1,007 | 88.8 | 52 | Nov 12, 2025 | J-GAAP |
| YoY | +1.7% | +2.3% | +3.9% | -0.6% | -0.6% |
Current Period Guidance
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Mar, 2024 | 57,253 | 2,523 | 2,847 | 1,916 | 169.0 | 80 | May 10, 2024 | J-GAAP |
| Mar, 2025 | 66,410 | 2,983 | 3,214 | 2,236 | 197.2 | 89 | May 14, 2025 | J-GAAP |
| Mar, 2026 Guidance | 67,200 | 2,450 | 2,580 | 1,690 | 149.0 | 80 | Aug 8, 2025 | J-GAAP |
| YoY | +1.2% | -17.9% | -19.7% | -24.4% | -24.4% |
Quarterly Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Operating Profit Margin | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Jul - Sep, 2024 | 16,743 | 702 | 781 | 535 | 47.2 | 4.2 | Nov 13, 2024 | J-GAAP |
| Oct - Dec, 2024 | 17,665 | 639 | 558 | 333 | 29.4 | 3.6 | Feb 12, 2025 | J-GAAP |
| Jan - Mar, 2025 | 16,257 | 774 | 879 | 680 | 60.0 | 4.8 | May 14, 2025 | J-GAAP |
| Apr - Jun, 2025 | 17,059 | 385 | 475 | 290 | 25.6 | 2.3 | Aug 8, 2025 | J-GAAP |
| Jul - Sep, 2025 | 15,640 | 620 | 612 | 393 | 34.7 | 4.0 | Nov 12, 2025 | J-GAAP |
| YoY | -6.6% | -11.7% | -21.6% | -26.5% | -26.5% |
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