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OHARA, Ordinary Profit Forecast for the Fiscal Year Revised Upward by 25%
5218 OHARA INC. 【J-GAAP】
Earnings ReportOHARA INC. <5218> [TSE Std] announced its financial results after the market closed on March 13th (15:30). The consolidated ordinary profit for the first quarter of the fiscal year ending October 2026 (November 2025 to January 2026) decreased 25.0% from the same period last year to 0.45 billion yen.
However, the full-year forecast for consolidated ordinary profit has been revised upward 25.0%, from the previous forecast of 1.60 billion yen to 2.00 billion yen (compared to 2.28 billion yen in the previous period), and the declining rate is expected to decrease from 30.1% to 12.6%.
At the same time, the November to April period (first half) consolidated ordinary profit has been revised upward 60.0%, from the previous forecast of 0.50 billion yen to 0.80 billion yen (compared to 1.29 billion yen in the same period of the previous year), and the declining rate is expected to decrease from 61.3% to 38.0%.
In the most recent three-month period, from November to January (1Q), the operating profit margin worsened from 7.5% in the same period last year to 4.6%.
Kabutan News
Actual Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Progress Rate vs. First Half | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Nov - Jan, 2023 | 6,345 | 366 | 378 | 116 | 4.8 | 33.5 | Mar 8, 2024 | J-GAAP |
| Nov - Jan, 2024 | 6,873 | 516 | 605 | 305 | 12.5 | 46.9 | Mar 14, 2025 | J-GAAP |
| Nov - Jan, 2025 | 7,175 | 329 | 454 | 338 | 14.1 | 56.8 | Mar 13, 2026 | J-GAAP |
| YoY | +4.4% | -36.2% | -25.0% | +10.8% | +12.3% |
Guidance Update
First Half Update
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Nov - Apr, 2025 Prev | 14,100 | 300 | 500 | 100 | 4.2 | 0 | Dec 11, 2025 | J-GAAP |
| Nov - Apr, 2025 New | 14,400 | 600 | 800 | 500 | 21.1 | 0 | Mar 13, 2026 | J-GAAP |
| Revision Rate | +2.1% | +100.0% | +60.0% | +400.0% | +400.5% |
Full Year Update
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Oct, 2026 Prev | 28,900 | 1,100 | 1,600 | 900 | 37.9 | 25 | Dec 11, 2025 | J-GAAP |
| Oct, 2026 New | 29,900 | 1,600 | 2,000 | 1,200 | 50.6 | 25 | Mar 13, 2026 | J-GAAP |
| Revision Rate | +3.5% | +45.5% | +25.0% | +33.3% | +33.3% |
Current Period Guidance
H1 Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Nov - Apr, 2024 | 13,801 | 1,051 | 1,291 | 756 | 31.0 | 0 | Jun 13, 2025 | J-GAAP |
| Nov - Apr, 2025 Guidance | 14,400 | 600 | 800 | 500 | 21.1 | 0 | Mar 13, 2026 | J-GAAP |
| YoY | +4.3% | -42.9% | -38.0% | -33.9% | -32.1% |
Current Period Guidance
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Oct, 2024 | 27,909 | 2,177 | 2,587 | 1,568 | 64.4 | 23 | Dec 12, 2024 | J-GAAP |
| Oct, 2025 | 28,895 | 1,794 | 2,289 | 1,730 | 71.0 | 25 | Dec 11, 2025 | J-GAAP |
| Oct, 2026 Guidance | 29,900 | 1,600 | 2,000 | 1,200 | 50.6 | 25 | Mar 13, 2026 | J-GAAP |
| YoY | +3.5% | -10.8% | -12.6% | -30.6% | -28.8% |
Quarterly Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Operating Profit Margin | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Nov - Jan, 2024 | 6,873 | 516 | 605 | 305 | 12.5 | 7.5 | Mar 14, 2025 | J-GAAP |
| Feb - Apr, 2025 | 6,928 | 535 | 686 | 451 | 18.5 | 7.7 | Jun 13, 2025 | J-GAAP |
| May - Jul, 2025 | 7,266 | 520 | 664 | 374 | 15.4 | 7.2 | Sep 12, 2025 | J-GAAP |
| Aug - Oct, 2025 | 7,828 | 223 | 334 | 600 | 24.6 | 2.8 | Dec 11, 2025 | J-GAAP |
| Nov - Jan, 2025 | 7,175 | 329 | 454 | 338 | 14.1 | 4.6 | Mar 13, 2026 | J-GAAP |
| YoY | +4.4% | -36.2% | -25.0% | +10.8% | +12.3% |
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