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Power Solutions, Ordinary Profit Forecast for the Fiscal Year Revised Upward by 16%, Highest in Two Terms
4450 Power Solutions, Ltd. 【J-GAAP】
Earnings ReportPower Solutions, Ltd. <4450> [TSE Growth] announced its financial results after the market closed on November 14th (15:30). The consolidated ordinary profit for the cumulative third quarter of the fiscal year ending December 2025 (January to September) expanded 587 million yen, an increase 78.4% compared to the same period last year.
In addition, the full-year forecast for consolidated ordinary profit has been revised upward 16.2%, from the previous forecast of 593 million yen to 689 million yen (compared to 509 million yen in the previous period), increasing the growth rate from 16.5% to 35.4%, reaches new record high for the first time in two terms.
Based on the full-year plan announced by the company after the upward revision, our estimate of the consolidated ordinary profit for the July to December period (second half) is expected to increase 54.2%, from the previous forecast of 177 million yen to 273 million yen (compared to 272 million yen in the same period of the previous year), turning to a 0.4% increase in the consolidated ordinary profit outlook.
In the most recent three-month period, from July to September (3Q), the consolidated ordinary profit increased 85.9% from the same period last year, reaching 171 million yen. The operating profit margin improved from 6.6% in the same period last year to 8.7%.
Kabutan News
Actual Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Progress Rate vs. First Half | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Jan - Sep, 2023 | 4,349 | 344 | 498 | 319 | 112.6 | 79.4 | Nov 14, 2023 | J-GAAP |
| Jan - Sep, 2024 | 4,885 | 353 | 329 | 204 | 70.8 | 64.6 | Nov 14, 2024 | J-GAAP |
| Jan - Sep, 2025 | 6,042 | 598 | 587 | 319 | 105.7 | 85.2 | Nov 14, 2025 | J-GAAP |
| YoY | +23.7% | +69.4% | +78.4% | +56.4% | +49.4% |
Guidance Update
Second Half Update
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Jul - Dec, 2025 Prev | 3,279 | 152 | 177 | 106 | 34.3 | 12.50 | Aug 14, 2025 | J-GAAP |
| Jul - Dec, 2025 New | 4,009 | 278 | 273 | 145 | 46.9 | 12.50 | Nov 14, 2025 | J-GAAP |
| Revision Rate | +22.3% | +82.9% | +54.2% | +36.8% | +36.8% |
Full Year Update
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Dec, 2025 Prev | 7,295 | 574 | 593 | 330 | 106.6 | 25 | Feb 14, 2025 | J-GAAP |
| Dec, 2025 New | 8,025 | 700 | 689 | 369 | 119.2 | 25 | Nov 14, 2025 | J-GAAP |
| Revision Rate | +10.0% | +22.0% | +16.2% | +11.8% | +11.8% |
Current Period Guidance
Second Half Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Jul - Dec, 2024 | 3,580 | 288 | 272 | 178 | 61.5 | 11 | Feb 14, 2025 | J-GAAP |
| Jul - Dec, 2025 Guidance | 4,009 | 278 | 273 | 145 | 46.9 | 12.50 | Nov 14, 2025 | J-GAAP |
| YoY | +12.0% | -3.5% | +0.4% | -18.5% | -23.8% |
Current Period Guidance
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Dec, 2023 | 5,931 | 474 | 627 | 446 | 157.0 | 0 | Feb 14, 2024 | J-GAAP |
| Dec, 2024 | 6,748 | 528 | 509 | 327 | 113.0 | 22 | Feb 14, 2025 | J-GAAP |
| Dec, 2025 Guidance | 8,025 | 700 | 689 | 369 | 119.2 | 25 | Nov 14, 2025 | J-GAAP |
| YoY | +18.9% | +32.6% | +35.4% | +12.8% | +5.5% |
Quarterly Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Operating Profit Margin | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Jul - Sep, 2024 | 1,717 | 113 | 92 | 55 | 19.1 | 6.6 | Nov 14, 2024 | J-GAAP |
| Oct - Dec, 2024 | 1,863 | 175 | 180 | 123 | 42.5 | 9.4 | Feb 14, 2025 | J-GAAP |
| Jan - Mar, 2025 | 2,047 | 240 | 232 | 113 | 38.6 | 11.7 | May 14, 2025 | J-GAAP |
| Apr - Jun, 2025 | 1,969 | 182 | 184 | 111 | 37.2 | 9.2 | Aug 14, 2025 | J-GAAP |
| Jul - Sep, 2025 | 2,026 | 176 | 171 | 95 | 31.5 | 8.7 | Nov 14, 2025 | J-GAAP |
| YoY | +18.0% | +55.8% | +85.9% | +72.7% | +65.1% |
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