kabutan

BSN MEDIA, Ordinary Profit Forecast for the Fiscal Year Revised Upward by 16%

Fri Feb 13, 2026 3:40 pm JST Earnings

9408 BSN MEDIA HOLDINGS, INC. 【J-GAAP】

Earnings Report

BSN MEDIA HOLDINGS, INC. <9408> [TSE Std] announced its financial results after the market closed on February 13th (15:40). The consolidated ordinary profit for the cumulative third quarter of the fiscal year ending March 2026 (April to December) decreased 5.2% from the same period last year to 0.94 billion yen.

However, the full-year forecast for consolidated ordinary profit has been revised upward 16.4%, from the previous forecast of 1.60 billion yen to 1.86 billion yen (compared to 1.89 billion yen in the previous period), and the declining rate is expected to decrease from 15.4% to 1.5%.

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 26.1%, from the previous forecast of 1.01 billion yen to 1.27 billion yen (compared to 1.34 billion yen in the same period of the previous year), and the declining rate is expected to decrease from 24.6% to 4.9%.

In the most recent three-month period, from October to December (3Q), the consolidated ordinary profit decreased to 0.35 billion yen, a 20.4% decrease compared to the same period last year. The operating profit margin worsened from 6.6% in the same period last year to 4.8%.

Kabutan News

Actual Results

Accumulated Results 3rd Quarter
Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Progress Rate vs. First Half Announce Accounting Standards
Apr - Dec, 2023 15,823 839 960 473 78.9 62.9 Feb 13, 2024 J-GAAP
Apr - Dec, 2024 15,964 833 996 506 84.5 52.5 Feb 13, 2025 J-GAAP
Apr - Dec, 2025 16,743 766 944 878 146.8 50.5 Feb 13, 2026 J-GAAP
YoY +4.9% -8.0% -5.2% +73.5% +73.7%

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 12,652 971 1,012 585 98.3 8 Nov 13, 2025 J-GAAP
Oct - Mar, 2025 New 14,524 1,176 1,276 997 167.5 8 Feb 13, 2026 J-GAAP
Revision Rate +14.8% +21.1% +26.1% +70.4% +70.4%

Full Year Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2026 Prev 23,700 1,464 1,605 959 161.2 16 May 14, 2025 J-GAAP
Mar, 2026 New 25,572 1,669 1,869 1,371 230.4 16 Feb 13, 2026 J-GAAP
Revision Rate +7.9% +14.0% +16.4% +43.0% +43.0%

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 14,155 1,265 1,342 774 129.1 7 May 14, 2025 J-GAAP
Oct - Mar, 2025 Guidance 14,524 1,176 1,276 997 167.5 8 Feb 13, 2026 J-GAAP
YoY +2.6% -7.0% -4.9% +28.8% +29.7%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 23,041 1,341 1,527 694 115.7 10 May 13, 2024 J-GAAP
Mar, 2025 24,375 1,721 1,897 1,045 174.3 14 May 14, 2025 J-GAAP
Mar, 2026 Guidance 25,572 1,669 1,869 1,371 230.4 16 Feb 13, 2026 J-GAAP
YoY +4.9% -3.0% -1.5% +31.2% +32.2%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Oct - Dec, 2024 5,744 377 441 235 39.3 6.6 Feb 13, 2025 J-GAAP
Jan - Mar, 2025 8,411 888 901 539 89.9 10.6 May 14, 2025 J-GAAP
Apr - Jun, 2025 5,320 203 280 182 30.4 3.8 Aug 12, 2025 J-GAAP
Jul - Sep, 2025 5,728 290 313 192 32.1 5.1 Nov 13, 2025 J-GAAP
Oct - Dec, 2025 5,695 273 351 504 84.3 4.8 Feb 13, 2026 J-GAAP
YoY -0.9% -27.6% -20.4% +114.5% +114.6%

Related Articles