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HEROZ, Ordinary Profit Forecast for the Fiscal Year Revised Downward by 42%

Fri Dec 12, 2025 3:30 pm JST Earnings

4382 HEROZ, Inc. 【J-GAAP】

Earnings Report

HEROZ, Inc. <4382> [TSE Std] announced its financial results after the market closed on December 12th (15:30). The consolidated ordinary profit for the cumulative second quarter of the fiscal year ending April 2026 (May to October) surged 4.3 times that of the same period last year, reaching 212 million yen.

However, the full-year forecast for consolidated ordinary profit has decreased 41.7%, from the previous forecast of 720 million yen to 420 million yen (compared to 228 million yen in the previous period), leading to a reduction in the profit growth rate from 3.2 times to 84.2%.

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 November to April period (second half) is expected to grow 16.2% from the same period last year, reaching 208 million yen.

In the most recent three-month period, from August to October (2Q), the consolidated ordinary profit/loss turned to a profit of 118 million yen (compared to a loss of 7 million yen in the same period last year). The operating profit margin drastically improved from 1.0% in the same period last year to 8.9%.

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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
May - Oct, 2023 2,335 252 212 -30 -2.0 57.6 Dec 8, 2023 J-GAAP
May - Oct, 2024 2,826 88 49 -118 -7.9 21.5 Dec 13, 2024 J-GAAP
May - Oct, 2025 3,098 258 212 -14 -0.9 50.5 Dec 12, 2025 J-GAAP
YoY +9.6% +193.2% +332.7% +88.1% +88.0%

First Half Results vs. Previous Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
May - Oct, 2025 Guidance ー ー ー ー － 0 Jun 13, 2025 J-GAAP
May - Oct, 2025 Results 3,098 258 212 -14 -0.9 0 Dec 12, 2025 J-GAAP
Revision Rate － － － － －

Guidance Update

Full Year Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Apr, 2026 Prev 6,700 800 720 150 9.9 0 Jun 13, 2025 J-GAAP
Apr, 2026 New 6,400 500 420 50 3.3 0 Dec 12, 2025 J-GAAP
Revision Rate -4.5% -37.5% -41.7% -66.7% -66.6%

Current Period Guidance

Second Half Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Nov - Apr, 2024 3,103 218 179 -59 -3.9 0 Jun 13, 2025 J-GAAP
Nov - Apr, 2025 Guidance 3,302 242 208 64 4.2 0 Dec 12, 2025 J-GAAP
YoY +6.4% +11.0% +16.2% － －

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Apr, 2024 4,841 451 368 -1,134 -75.5 0 Jun 14, 2024 J-GAAP
Apr, 2025 5,929 306 228 -177 -11.8 0 Jun 13, 2025 J-GAAP
Apr, 2026 Guidance 6,400 500 420 50 3.3 0 Dec 12, 2025 J-GAAP
YoY +7.9% +63.4% +84.2% － －

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Aug - Oct, 2024 1,423 14 -7 -73 -4.9 1.0 Dec 13, 2024 J-GAAP
Nov - Jan, 2024 1,520 70 42 -62 -4.1 4.6 Mar 13, 2025 J-GAAP
Feb - Apr, 2025 1,583 148 137 3 0.2 9.3 Jun 13, 2025 J-GAAP
May - Jul, 2025 1,514 117 94 -11 -0.8 7.7 Sep 11, 2025 J-GAAP
Aug - Oct, 2025 1,584 141 118 -3 -0.2 8.9 Dec 12, 2025 J-GAAP
YoY +11.3% +907.1% － +95.9% +95.9%

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