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PUNCH INDUSTRY, Ordinary Profit Forecast for the Fiscal Year Revised Upward to an Unexpected 1% Increase, Dividend Revised Upward by 0.28 Yen

Wed Nov 12, 2025 4:00 pm JST Earnings

6165 PUNCH INDUSTRY CO.,LTD. 【J-GAAP】

Earnings Report

PUNCH INDUSTRY CO.,LTD. <6165> [TSE Std] announced its financial results after the market closed on November 12th (16:00). The consolidated ordinary profit for the cumulative second quarter of the fiscal year ending March 2026 (April to September) expanded 1.03 billion yen, an increase 70.8% compared to the same period last year, exceeded the previous forecast of 0.76 billion yen.

In addition, the full-year forecast for consolidated ordinary profit has been revised upward 20.7%, from the previous forecast of 1.35 billion yen to 1.63 billion yen (compared to 1.61 billion yen in the previous period), turning to a 1.1% increase in the consolidated ordinary profit outlook.

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 drop 40.9% from the same period last year to 0.59 billion yen.

In light of the strong performance, the company has increased its planned annual dividend for the current fiscal year from the original plan of 18.26 yen to 18.54 yen (compared to 19.56 yen in the previous period).

In the most recent three-month period, from July to September (2Q), the consolidated ordinary profit surged 2.8 times that of the same period last year, reaching 0.69 billion yen. The operating profit margin improved from 3.8% in the same period last year to 5.8%.

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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 19,120 521 808 -950 -38.9 56.9 Nov 10, 2023 J-GAAP
Apr - Sep, 2024 19,989 692 606 212 8.7 37.6 Nov 12, 2024 J-GAAP
Apr - Sep, 2025 20,564 989 1,035 559 20.3 63.5 Nov 12, 2025 J-GAAP
YoY +2.9% +42.9% +70.8% +163.7% +134.2%

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 20,500 800 760 240 8.7 9.13 Aug 8, 2025 J-GAAP
Apr - Sep, 2025 Results 20,564 989 1,035 559 20.3 9.13 Nov 12, 2025 J-GAAP
Revision Rate +0.3% +23.6% +36.2% +132.9% +133.1%

Guidance Update

Full Year Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2026 Prev 41,100 1,400 1,350 300 10.9 18.26 Aug 8, 2025 J-GAAP
Mar, 2026 New 41,700 1,590 1,630 570 20.7 18.54 Nov 12, 2025 J-GAAP
Revision Rate +1.5% +13.6% +20.7% +90.0% +90.1%

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 20,833 993 1,007 656 25.4 9.76 May 13, 2025 J-GAAP
Oct - Mar, 2025 Guidance 21,136 601 595 11 0.4 9.41 Nov 12, 2025 J-GAAP
YoY +1.5% -39.5% -40.9% -98.3% -98.4%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 38,344 1,240 1,421 -577 -23.6 19.40 May 14, 2024 J-GAAP
Mar, 2025 40,822 1,685 1,613 868 33.7 19.56 May 13, 2025 J-GAAP
Mar, 2026 Guidance 41,700 1,590 1,630 570 20.7 18.54 Nov 12, 2025 J-GAAP
YoY +2.2% -5.6% +1.1% -34.3% -38.5%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Jul - Sep, 2024 10,329 389 248 69 2.8 3.8 Nov 12, 2024 J-GAAP
Oct - Dec, 2024 10,293 480 588 412 16.3 4.7 Feb 13, 2025 J-GAAP
Jan - Mar, 2025 10,540 513 419 244 9.5 4.9 May 13, 2025 J-GAAP
Apr - Jun, 2025 10,171 384 338 145 5.3 3.8 Aug 8, 2025 J-GAAP
Jul - Sep, 2025 10,393 605 697 414 15.1 5.8 Nov 12, 2025 J-GAAP
YoY +0.6% +55.5% +181.0% +500.0% +432.2%

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