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Daiwabo, Apr-Dec (Cumulative 3Q) Ordinary Profit Increases by 48%, Current Fiscal Year Dividend Revised Upward by 5 Yen
3107 Daiwabo Holdings Co.,Ltd. 【J-GAAP】
Earnings ReportDaiwabo Holdings Co.,Ltd. <3107> [TSE Prime] announced its financial results after the market closed on February 6th (15:30). The consolidated ordinary profit for the cumulative third quarter of the fiscal year ending March 2026 (April to December) expanded 33.1 billion yen, an increase 47.8% compared to the same period last year. Progress toward the full-year plan of 45.3 billion yen was 73.2%, exceeding the five-year average of 61.9%.
Based on the cumulative third-quarter performance announced by the company and the unchanged full-year plan, our calculation indicates that the consolidated ordinary profit for the January to March period (4Q) is expected to decrease 6.8% from the same period last year to 12.1 billion yen.
At the same time, the company has increased its planned annual dividend for the current fiscal year from the original plan of 100 yen to 105 yen (compared to 90 yen in the previous period).
In the most recent three-month period, from October to December (3Q), the consolidated ordinary profit grew 22.8% from the same period last year, reaching 10.5 billion yen. The operating profit margin remained almost flat, changing from 2.9% in the same period last year to 3.0%.
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Actual Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Progress Rate vs. First Half | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Apr - Dec, 2023 | 675,271 | 18,913 | 19,147 | -4,198 | -44.9 | 60.9 | Feb 8, 2024 | J-GAAP |
| Apr - Dec, 2024 | 808,801 | 22,012 | 22,430 | 15,377 | 167.7 | 63.3 | Feb 7, 2025 | J-GAAP |
| Apr - Dec, 2025 | 1,001,231 | 32,735 | 33,158 | 22,452 | 252.5 | 73.2 | Feb 6, 2026 | J-GAAP |
| YoY | +23.8% | +48.7% | +47.8% | +46.0% | +50.5% |
Guidance Update
Second Half Update
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Oct - Mar, 2025 Prev | 680,170 | 22,565 | 22,692 | 15,064 | 172.9 | 50 | Nov 6, 2025 | J-GAAP |
| Oct - Mar, 2025 New | 680,170 | 22,565 | 22,692 | 15,064 | 172.9 | 55 | Feb 6, 2026 | J-GAAP |
| Revision Rate | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% |
Full Year Update
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Mar, 2026 Prev | 1,337,000 | 45,000 | 45,300 | 30,800 | 353.5 | 100 | Nov 6, 2025 | J-GAAP |
| Mar, 2026 New | 1,337,000 | 45,000 | 45,300 | 30,800 | 353.5 | 105 | Feb 6, 2026 | J-GAAP |
| Revision Rate | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% |
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 | 619,434 | 21,377 | 21,615 | 15,277 | 167.5 | 45 | May 14, 2025 | J-GAAP |
| Oct - Mar, 2025 Guidance | 680,170 | 22,565 | 22,692 | 15,064 | 172.9 | 55 | Feb 6, 2026 | J-GAAP |
| YoY | +9.8% | +5.6% | +5.0% | -1.4% | +3.2% |
Current Period Guidance
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Mar, 2024 | 967,760 | 30,963 | 31,431 | 4,283 | 45.8 | 64 | May 9, 2024 | J-GAAP |
| Mar, 2025 | 1,136,817 | 34,899 | 35,454 | 24,751 | 271.4 | 90 | May 14, 2025 | J-GAAP |
| Mar, 2026 Guidance | 1,337,000 | 45,000 | 45,300 | 30,800 | 353.5 | 105 | Feb 6, 2026 | J-GAAP |
| YoY | +17.6% | +28.9% | +27.8% | +24.4% | +30.2% |
Quarterly Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Operating Profit Margin | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Oct - Dec, 2024 | 291,418 | 8,490 | 8,591 | 5,903 | 64.4 | 2.9 | Feb 7, 2025 | J-GAAP |
| Jan - Mar, 2025 | 328,016 | 12,887 | 13,024 | 9,374 | 102.8 | 3.9 | May 14, 2025 | J-GAAP |
| Apr - Jun, 2025 | 290,601 | 9,876 | 10,111 | 7,195 | 80.2 | 3.4 | Aug 5, 2025 | J-GAAP |
| Jul - Sep, 2025 | 366,229 | 12,559 | 12,497 | 8,541 | 95.6 | 3.4 | Nov 6, 2025 | J-GAAP |
| Oct - Dec, 2025 | 344,401 | 10,300 | 10,550 | 6,716 | 75.5 | 3.0 | Feb 6, 2026 | J-GAAP |
| YoY | +18.2% | +21.3% | +22.8% | +13.8% | +17.3% |
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