Fuji Pharma, Ordinary Profit Forecast for First Half Revised Upward by 49%, Highest in Four Terms, Full Year also Increased

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Thu Feb 5, 2026 4:30 pm JST Earnings

4554 Fuji Pharma Co.,Ltd. 【J-GAAP】

Earnings Report

Fuji Pharma Co.,Ltd. <4554> [TSE Prime] announced its financial results after the market closed on February 5th (16:30). The consolidated ordinary profit for the first quarter of the fiscal year ending September 2026 (October to December) expanded 2.65 billion yen, an increase 92.8% compared to the same period last year.

In addition, the October to March period (first half) consolidated ordinary profit has been revised upward 49.2%, from the previous forecast of 2.66 billion yen to 3.97 billion yen (compared to 2.20 billion yen in the same period of the previous year), increasing the growth rate from 20.4% to 79.7%, reaches new record high for the first time in four terms.

Following the strong performance in the first half, the full-year forecast for consolidated ordinary profit has been revised upward 12.2%, from the previous forecast of 5.24 billion yen to 5.88 billion yen (compared to 4.45 billion yen in the previous period), increasing the growth rate from 17.5% to 31.9%. The company has further increased its previous forecast of record profits for the first time in nine years. However, the full-year forecast for consolidated net income has decreased 41.2%, from the previous forecast of 3.81 billion yen to 2.24 billion yen (compared to 3.00 billion yen in the previous period). This changes the outlook from an anticipated profit increase to a projection of a 25.3% decrease in profit.

In the most recent three-month period, from October to December (1Q), the operating profit margin drastically improved from 9.6% in the same period last year to 17.5%.

Kabutan News

Actual Results

Accumulated Results 1st Quarter

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Progress Rate vs. First Half	Announce	Accounting Standards
Oct - Dec, 2023	10,746	-140	-96	2,739	112.7	ー	Feb 8, 2024	J-GAAP
Oct - Dec, 2024	13,000	1,252	1,376	991	40.8	62.3	Feb 6, 2025	J-GAAP
Oct - Dec, 2025	15,897	2,786	2,653	324	13.3	66.8	Feb 5, 2026	J-GAAP
YoY	+22.3%	+122.5%	+92.8%	-67.3%	-67.4%

Guidance Update

First Half Update

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Oct - Mar, 2025 Prev	29,030	2,790	2,660	1,930	78.9	21	Nov 11, 2025	J-GAAP
Oct - Mar, 2025 New	29,420	4,100	3,970	860	35.2	21	Feb 5, 2026	J-GAAP
Revision Rate	+1.3%	+47.0%	+49.2%	-55.4%	-55.4%

Full Year Update

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Sep, 2026 Prev	57,490	5,520	5,240	3,810	155.7	47	Nov 11, 2025	J-GAAP
Sep, 2026 New	59,250	6,120	5,880	2,240	91.5	47	Feb 5, 2026	J-GAAP
Revision Rate	+3.1%	+10.9%	+12.2%	-41.2%	-41.2%

Current Period Guidance

H1 Results

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Oct - Mar, 2024	24,095	2,305	2,209	1,287	52.8	20	May 8, 2025	J-GAAP
Oct - Mar, 2025 Guidance	29,420	4,100	3,970	860	35.2	21	Feb 5, 2026	J-GAAP
YoY	+22.1%	+77.9%	+79.7%	-33.2%	-33.5%

Current Period Guidance

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Sep, 2024	46,138	3,880	4,445	6,146	252.9	42.50	Nov 12, 2024	J-GAAP
Sep, 2025	51,677	4,990	4,459	3,000	122.9	45.50	Nov 11, 2025	J-GAAP
Sep, 2026 Guidance	59,250	6,120	5,880	2,240	91.5	47	Feb 5, 2026	J-GAAP
YoY	+14.7%	+22.6%	+31.9%	-25.3%	-25.5%

Quarterly Results

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Operating Profit Margin	Announce	Accounting Standards
Oct - Dec, 2024	13,000	1,252	1,376	991	40.8	9.6	Feb 6, 2025	J-GAAP
Jan - Mar, 2025	11,095	1,053	833	296	12.2	9.5	May 8, 2025	J-GAAP
Apr - Jun, 2025	12,859	1,062	948	543	22.3	8.3	Aug 7, 2025	J-GAAP
Jul - Sep, 2025	14,723	1,623	1,302	1,170	48.0	11.0	Nov 11, 2025	J-GAAP
Oct - Dec, 2025	15,897	2,786	2,653	324	13.3	17.5	Feb 5, 2026	J-GAAP
YoY	+22.3%	+122.5%	+92.8%	-67.3%	-67.4%