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Hosiden, Ordinary Profit Forecast for the Fiscal Year Revised Upward by 22%
6804 Hosiden Corporation 【J-GAAP】
Earnings ReportHosiden Corporation <6804> [TSE Prime] announced its financial results after the market closed on February 6th (16:00). The consolidated ordinary profit for the cumulative third quarter of the fiscal year ending March 2026 (April to December) expanded 21.0 billion yen, an increase 74.3% compared to the same period last year.
In addition, the full-year forecast for consolidated ordinary profit has been revised upward 22.2%, from the previous forecast of 18.0 billion yen to 22.0 billion yen (compared to 14.7 billion yen in the previous period), increasing the growth rate from 21.8% to 48.9%.
Based on the full-year plan announced by the company after the upward revision, our estimate of the consolidated ordinary profit for the October to March period (second half) is expected to increase 47.6%, from the previous forecast of 8.41 billion yen to 12.4 billion yen (compared to 8.43 billion yen in the same period of the previous year), turning to a 47.1% increase in the consolidated ordinary profit outlook.
In the most recent three-month period, from October to December (3Q), the consolidated ordinary profit increased 99.8% from the same period last year, reaching 11.4 billion yen. The operating profit margin improved from 4.6% in the same period last year to 6.7%.
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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 | 177,466 | 11,227 | 15,347 | 10,600 | 204.1 | 84.5 | Feb 9, 2024 | J-GAAP |
| Apr - Dec, 2024 | 179,764 | 10,907 | 12,085 | 8,494 | 164.1 | 81.8 | Feb 7, 2025 | J-GAAP |
| Apr - Dec, 2025 | 375,018 | 16,749 | 21,069 | 14,230 | 281.4 | 95.8 | Feb 6, 2026 | J-GAAP |
| YoY | +108.6% | +53.6% | +74.3% | +67.5% | +71.5% |
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 | 194,574 | 7,902 | 8,412 | 5,892 | 119.7 | 25 | Nov 7, 2025 | J-GAAP |
| Oct - Mar, 2025 New | 194,574 | 10,902 | 12,412 | 8,392 | 170.5 | 25 | Feb 6, 2026 | J-GAAP |
| Revision Rate | 0.0% | +38.0% | +47.6% | +42.4% | +42.4% |
Full Year Update
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Mar, 2026 Prev | 440,000 | 16,000 | 18,000 | 12,000 | 243.7 | 50 | Nov 7, 2025 | J-GAAP |
| Mar, 2026 New | 440,000 | 19,000 | 22,000 | 14,500 | 294.5 | 50 | Feb 6, 2026 | J-GAAP |
| Revision Rate | 0.0% | +18.8% | +22.2% | +20.8% | +20.8% |
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 | 131,398 | 5,604 | 8,436 | 5,611 | 108.9 | 40 | May 9, 2025 | J-GAAP |
| Oct - Mar, 2025 Guidance | 194,574 | 10,902 | 12,412 | 8,392 | 170.5 | 25 | Feb 6, 2026 | J-GAAP |
| YoY | +48.1% | +94.5% | +47.1% | +49.6% | +56.6% |
Current Period Guidance
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Mar, 2024 | 218,910 | 12,925 | 18,160 | 11,632 | 224.2 | 68 | May 10, 2024 | J-GAAP |
| Mar, 2025 | 247,571 | 13,573 | 14,776 | 10,037 | 194.8 | 59 | May 9, 2025 | J-GAAP |
| Mar, 2026 Guidance | 440,000 | 19,000 | 22,000 | 14,500 | 294.5 | 50 | Feb 6, 2026 | J-GAAP |
| YoY | +77.7% | +40.0% | +48.9% | +44.5% | +51.2% |
Quarterly Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Operating Profit Margin | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Oct - Dec, 2024 | 63,591 | 2,938 | 5,745 | 4,068 | 78.6 | 4.6 | Feb 7, 2025 | J-GAAP |
| Jan - Mar, 2025 | 67,807 | 2,666 | 2,691 | 1,543 | 29.9 | 3.9 | May 9, 2025 | J-GAAP |
| Apr - Jun, 2025 | 116,340 | 2,391 | 1,956 | 1,313 | 25.8 | 2.1 | Aug 8, 2025 | J-GAAP |
| Jul - Sep, 2025 | 129,086 | 5,707 | 7,632 | 4,795 | 94.2 | 4.4 | Nov 7, 2025 | J-GAAP |
| Oct - Dec, 2025 | 129,592 | 8,651 | 11,481 | 8,122 | 160.6 | 6.7 | Feb 6, 2026 | J-GAAP |
| YoY | +103.8% | +194.5% | +99.8% | +99.7% | +104.4% |
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