Innovation Holdings, Ordinary Profit Forecast for the Fiscal Year Revised Upward by 23%, Raises Record High Profit Forecast, Dividend Revised Upward by 4 Yen

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Thu Nov 13, 2025 3:30 pm JST Earnings

3484 Innovation Holdings CO.,LTD. 【J-GAAP】

Earnings Report

Innovation Holdings CO.,LTD. <3484> [TSE Prime] announced its financial results after the market closed on November 13th (15:30). The consolidated ordinary profit for the cumulative second quarter of the fiscal year ending March 2026 (April to September) expanded 1.07 billion yen, an increase 54.3% 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 22.6%, from the previous forecast of 1.57 billion yen to 1.93 billion yen (compared to 1.43 billion yen in the previous period), increasing the growth rate from 10.3% to 35.2%, further surpassing the previous forecast of record-high profits for two consecutive terms.

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 grow 17.1% from the same period last year, reaching 0.85 billion yen.

In light of the strong performance, the company has increased its planned year-end lump-sum dividend for the current fiscal year from the original plan of 30 yen to 34 yen (compared to 28 yen in the previous period).

In the most recent three-month period, from July to September (2Q), the consolidated ordinary profit grew 17.7% from the same period last year, reaching 0.49 billion yen. The operating profit margin improved from 9.2% in the same period last year to 9.7%.

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	7,098	525	558	381	22.6	55.2	Nov 2, 2023	J-GAAP
Apr - Sep, 2024	8,288	681	698	469	28.0	48.8	Nov 13, 2024	J-GAAP
Apr - Sep, 2025	9,406	998	1,077	711	42.4	55.7	Nov 13, 2025	J-GAAP
YoY	+13.5%	+46.5%	+54.3%	+51.6%	+51.4%

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	9,092	778	769	501	29.9	0	May 13, 2025	J-GAAP
Apr - Sep, 2025 Results	9,406	998	1,077	711	42.4	0	Nov 13, 2025	J-GAAP
Revision Rate	+3.5%	+28.3%	+40.1%	+41.9%	+41.9%

Guidance Update

Full Year Update

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Mar, 2026 Prev	18,872	1,604	1,578	1,030	61.4	30	May 13, 2025	J-GAAP
Mar, 2026 New	19,388	1,743	1,935	1,274	76.0	34	Nov 13, 2025	J-GAAP
Revision Rate	+2.7%	+8.7%	+22.6%	+23.7%	+23.7%

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	8,371	700	733	560	33.4	28	May 13, 2025	J-GAAP
Oct - Mar, 2025 Guidance	9,982	745	858	563	33.6	34	Nov 13, 2025	J-GAAP
YoY	+19.2%	+6.4%	+17.1%	+0.5%	+0.5%

Current Period Guidance

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Mar, 2024	14,263	974	1,011	666	39.6	20	May 13, 2024	J-GAAP
Mar, 2025	16,659	1,381	1,431	1,029	61.4	28	May 13, 2025	J-GAAP
Mar, 2026 Guidance	19,388	1,743	1,935	1,274	76.0	34	Nov 13, 2025	J-GAAP
YoY	+16.4%	+26.2%	+35.2%	+23.8%	+23.8%

Quarterly Results

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Operating Profit Margin	Announce	Accounting Standards
Jul - Sep, 2024	4,500	412	424	285	17.0	9.2	Nov 13, 2024	J-GAAP
Oct - Dec, 2024	4,174	376	386	255	15.2	9.0	Feb 13, 2025	J-GAAP
Jan - Mar, 2025	4,197	324	347	305	18.2	7.7	May 13, 2025	J-GAAP
Apr - Jun, 2025	4,816	554	578	386	23.1	11.5	Aug 8, 2025	J-GAAP
Jul - Sep, 2025	4,590	444	499	325	19.4	9.7	Nov 13, 2025	J-GAAP
YoY	+2.0%	+7.8%	+17.7%	+14.0%	+13.9%