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XEBIO, Net Income Forecast for the Fiscal Year Revised Downward to an Unexpected 76% Decrease

Fri Nov 14, 2025 1:00 pm JST Earnings

8281 XEBIO holdings CO.,LTD. 【J-GAAP】

Earnings Report

XEBIO holdings CO.,LTD. <8281> [TSE Prime] announced its financial results in the afternoon session on November 14th (13:00). The consolidated net income for the cumulative second quarter of the fiscal year ending March 2026 (April to September) significantly dropped 91.8% from the same period last year to 0.16 billion yen, fell short of the previous forecast of 0.54 billion yen.

In addition, the full-year forecast for consolidated net income has decreased 75.8%, from the previous forecast of 0.97 billion yen to 0.23 billion yen (compared to 0.97 billion yen in the previous period). This changes the outlook from an anticipated profit increase to a projection of a 75.7% decrease in profit.

Based on the first-half performance announced by the company and the full-year plan, our calculation indicates that the consolidated net income/loss for the October to March period (second half) is expected to turn into a profit of 0.07 billion yen (compared to a loss of 1.04 billion yen in the same period last year).

In the most recent three-month period, from July to September (2Q), the consolidated net loss improved to a deficit of 0.12 billion yen (compared to a loss of 0.76 billion yen in the same period last year). However, the operating profit/loss margin worsened from 0.4% in the same period last year to -1.5%.

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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 120,052 2,968 3,669 2,021 45.7 67.9 Nov 10, 2023 J-GAAP
Apr - Sep, 2024 125,179 4,106 4,248 2,016 46.1 55.8 Nov 8, 2024 J-GAAP
Apr - Sep, 2025 124,305 1,975 2,855 166 4.0 56.2 Nov 14, 2025 J-GAAP
YoY -0.7% -51.9% -32.8% -91.8% -91.3%

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 131,123 3,663 3,884 540 13.1 17.50 May 9, 2025 J-GAAP
Apr - Sep, 2025 Results 124,305 1,975 2,855 166 4.0 17.50 Nov 14, 2025 J-GAAP
Revision Rate -5.2% -46.1% -26.5% -69.3% -69.3%

Guidance Update

Full Year Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2026 Prev 264,305 7,223 7,718 974 23.5 35 May 9, 2025 J-GAAP
Mar, 2026 New 253,534 4,017 5,082 236 5.7 35 Nov 14, 2025 J-GAAP
Revision Rate -4.1% -44.4% -34.2% -75.8% -75.8%

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 125,424 2,900 3,370 -1,045 -24.3 17.50 May 9, 2025 J-GAAP
Oct - Mar, 2025 Guidance 129,229 2,042 2,227 70 1.7 17.50 Nov 14, 2025 J-GAAP
YoY +3.0% -29.6% -33.9% － －

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 242,433 4,204 5,405 2,592 58.6 30 May 10, 2024 J-GAAP
Mar, 2025 250,603 7,006 7,618 971 22.6 32.50 May 9, 2025 J-GAAP
Mar, 2026 Guidance 253,534 4,017 5,082 236 5.7 35 Nov 14, 2025 J-GAAP
YoY +1.2% -42.7% -33.3% -75.7% -74.8%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Jul - Sep, 2024 60,037 252 -82 -769 -17.6 0.4 Nov 8, 2024 J-GAAP
Oct - Dec, 2024 63,079 1,969 2,693 1,909 44.1 3.1 Feb 14, 2025 J-GAAP
Jan - Mar, 2025 62,345 931 677 -2,954 -68.8 1.5 May 9, 2025 J-GAAP
Apr - Jun, 2025 64,308 2,848 2,925 288 7.0 4.4 Aug 8, 2025 J-GAAP
Jul - Sep, 2025 59,997 -873 -70 -122 -3.0 -1.5 Nov 14, 2025 J-GAAP
YoY -0.1% － +14.6% +84.1% +83.2%

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