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Kakuyasu Group, Ordinary Profit Forecast for the Fiscal Year Revised Upward by 12%
7686 HitoMile Co., Ltd. 【J-GAAP】
Earnings ReportHitoMile Co., Ltd. <7686> [TSE Std] announced its financial results after the market closed on February 13th (15:30). The consolidated ordinary profit for the cumulative third quarter of the fiscal year ending March 2026 (April to December) increased 19.5% from the same period last year, reaching 2.05 billion yen.
In addition, the full-year forecast for consolidated ordinary profit has been revised upward 12.1%, from the previous forecast of 1.40 billion yen to 1.57 billion yen (compared to 1.81 billion yen in the previous period), and the declining rate is expected to decrease from 22.9% to 13.5%.
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) has been revised upward 34.8%, from the previous forecast of 0.48 billion yen to 0.65 billion yen (compared to 1.10 billion yen in the same period of the previous year), and the declining rate is expected to decrease from 55.6% to 40.2%.
In the most recent three-month period, from October to December (3Q), the consolidated ordinary profit grew 13.6% from the same period last year, reaching 1.14 billion yen. The operating profit margin improved from 2.7% in the same period last year to 3.0%.
Kabutan News
Actual Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Progress Rate vs. First Half | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Apr - Dec, 2023 | 98,590 | 2,424 | 2,443 | 1,248 | 44.3 | 84.9 | Feb 14, 2024 | J-GAAP |
| Apr - Dec, 2024 | 102,085 | 1,724 | 1,722 | 669 | 23.5 | 94.9 | Feb 13, 2025 | J-GAAP |
| Apr - Dec, 2025 | 106,756 | 2,052 | 2,057 | 782 | 27.2 | 131.0 | Feb 13, 2026 | J-GAAP |
| YoY | +4.6% | +19.0% | +19.5% | +16.9% | +15.8% |
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 | 72,779 | 531 | 489 | 128 | 4.4 | 10 | Nov 13, 2025 | J-GAAP |
| Oct - Mar, 2025 New | 70,779 | 691 | 659 | 178 | 6.1 | 10 | Feb 13, 2026 | J-GAAP |
| Revision Rate | -2.7% | +30.1% | +34.8% | +39.1% | +38.9% |
Full Year Update
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Mar, 2026 Prev | 142,000 | 1,440 | 1,400 | 500 | 17.3 | 20 | May 15, 2025 | J-GAAP |
| Mar, 2026 New | 140,000 | 1,600 | 1,570 | 550 | 19.0 | 20 | Feb 13, 2026 | J-GAAP |
| Revision Rate | -1.4% | +11.1% | +12.1% | +10.0% | +10.0% |
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 | 68,555 | 1,030 | 1,102 | 254 | 8.9 | 10 | May 15, 2025 | J-GAAP |
| Oct - Mar, 2025 Guidance | 70,779 | 691 | 659 | 178 | 6.1 | 10 | Feb 13, 2026 | J-GAAP |
| YoY | +3.2% | -32.9% | -40.2% | -29.9% | -31.0% |
Current Period Guidance
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Mar, 2024 | 129,406 | 2,867 | 2,878 | 1,595 | 56.5 | 16.67 | May 15, 2024 | J-GAAP |
| Mar, 2025 | 134,514 | 1,781 | 1,815 | 536 | 18.8 | 20 | May 15, 2025 | J-GAAP |
| Mar, 2026 Guidance | 140,000 | 1,600 | 1,570 | 550 | 19.0 | 20 | Feb 13, 2026 | J-GAAP |
| YoY | +4.1% | -10.2% | -13.5% | +2.6% | +1.0% |
Quarterly Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Operating Profit Margin | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Oct - Dec, 2024 | 36,126 | 973 | 1,009 | 387 | 13.6 | 2.7 | Feb 13, 2025 | J-GAAP |
| Jan - Mar, 2025 | 32,429 | 57 | 93 | -133 | -4.7 | 0.2 | May 15, 2025 | J-GAAP |
| Apr - Jun, 2025 | 34,349 | 628 | 640 | 302 | 10.5 | 1.8 | Aug 14, 2025 | J-GAAP |
| Jul - Sep, 2025 | 34,872 | 281 | 271 | 70 | 2.4 | 0.8 | Nov 13, 2025 | J-GAAP |
| Oct - Dec, 2025 | 37,535 | 1,143 | 1,146 | 410 | 14.2 | 3.0 | Feb 13, 2026 | J-GAAP |
| YoY | +3.9% | +17.5% | +13.6% | +5.9% | +4.9% |
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