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UNIVANCE, Ordinary Profit Forecast for the Fiscal Year Revised Upward by 65%
7254 UNIVANCE CORPORATION 【J-GAAP】
Earnings ReportUNIVANCE CORPORATION <7254> [TSE Std] announced its financial results after the market closed on November 14th (15:30). The consolidated ordinary profit for the cumulative second quarter of the fiscal year ending March 2026 (April to September) was 2.31 billion yen, a 3.0% decrease compared to the same period last year.
However, the full-year forecast for consolidated ordinary profit has been revised upward 65.0%, from the previous forecast of 2.00 billion yen to 3.30 billion yen (compared to 4.39 billion yen in the previous period), and the declining rate is expected to decrease from 54.5% to 24.8%.
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 significant drop 50.9% from the same period last year to 0.98 billion yen.
In the most recent three-month period, from July to September (2Q), the consolidated ordinary profit grew 22.4% from the same period last year, reaching 1.41 billion yen. The operating profit margin improved from 7.9% in the same period last year to 9.1%.
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 | 24,993 | 1,366 | 1,480 | 1,105 | 53.1 | 32.6 | Nov 10, 2023 | J-GAAP |
| Apr - Sep, 2024 | 28,290 | 2,213 | 2,387 | 1,895 | 91.0 | 54.4 | Nov 11, 2024 | J-GAAP |
| Apr - Sep, 2025 | 27,956 | 2,188 | 2,316 | 1,067 | 51.2 | 70.2 | Nov 14, 2025 | J-GAAP |
| YoY | -1.2% | -1.1% | -3.0% | -43.7% | -43.8% |
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 | 28,000 | 2,100 | 2,200 | 1,100 | 52.7 | 8 | Oct 17, 2025 | J-GAAP |
| Apr - Sep, 2025 Results | 27,956 | 2,188 | 2,316 | 1,067 | 51.2 | 8 | Nov 14, 2025 | J-GAAP |
| Revision Rate | -0.2% | +4.2% | +5.3% | -3.0% | -2.9% |
Guidance Update
Full Year Update
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Mar, 2026 Prev | 48,500 | 2,000 | 2,000 | 1,400 | 67.1 | 16 | May 12, 2025 | J-GAAP |
| Mar, 2026 New | 53,500 | 3,200 | 3,300 | 1,600 | 76.7 | 16 | Nov 14, 2025 | J-GAAP |
| Revision Rate | +10.3% | +60.0% | +65.0% | +14.3% | +14.3% |
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 | 25,625 | 1,818 | 2,004 | 1,053 | 50.6 | 7 | May 12, 2025 | J-GAAP |
| Oct - Mar, 2025 Guidance | 25,544 | 1,012 | 984 | 533 | 25.5 | 8 | Nov 14, 2025 | J-GAAP |
| YoY | -0.3% | -44.3% | -50.9% | -49.4% | -49.5% |
Current Period Guidance
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Mar, 2024 | 52,771 | 4,374 | 4,537 | 1,773 | 85.2 | 11 | May 13, 2024 | J-GAAP |
| Mar, 2025 | 53,915 | 4,031 | 4,391 | 2,948 | 141.5 | 14 | May 12, 2025 | J-GAAP |
| Mar, 2026 Guidance | 53,500 | 3,200 | 3,300 | 1,600 | 76.7 | 16 | Nov 14, 2025 | J-GAAP |
| YoY | -0.8% | -20.6% | -24.8% | -45.7% | -45.8% |
Quarterly Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Operating Profit Margin | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Jul - Sep, 2024 | 14,417 | 1,136 | 1,155 | 932 | 44.8 | 7.9 | Nov 11, 2024 | J-GAAP |
| Oct - Dec, 2024 | 12,536 | 582 | 740 | 497 | 23.9 | 4.6 | Feb 14, 2025 | J-GAAP |
| Jan - Mar, 2025 | 13,089 | 1,236 | 1,264 | 556 | 26.7 | 9.4 | May 12, 2025 | J-GAAP |
| Apr - Jun, 2025 | 12,809 | 806 | 902 | 606 | 29.1 | 6.3 | Aug 7, 2025 | J-GAAP |
| Jul - Sep, 2025 | 15,147 | 1,382 | 1,414 | 461 | 22.1 | 9.1 | Nov 14, 2025 | J-GAAP |
| YoY | +5.1% | +21.7% | +22.4% | -50.5% | -50.6% |
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