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GIFT HOLDINGS, Ordinary Profit Forecast for First Half Revised Upward by 5%, Exceeded Record Profit Forecast, Full Year also Increased

Mon Mar 16, 2026 3:30 pm JST Earnings

9279 GIFT HOLDINGS INC. 【J-GAAP】

Earnings Report

GIFT HOLDINGS INC. <9279> [TSE Prime] announced its financial results after the market closed on March 16th (15:30). The consolidated ordinary profit for the first quarter of the fiscal year ending October 2026 (November 2025 to January 2026) expanded 1.43 billion yen, an increase 85.4% compared to the same period last year.

In addition, the November to April period (first half) consolidated ordinary profit has been revised upward 4.8%, from the previous forecast of 2.10 billion yen to 2.20 billion yen (compared to 1.54 billion yen in the same period of the previous year), increasing the growth rate from 36.1% to 42.6%. The company has further increased its previous forecast of record profits for the first time in two years.

Following the strong performance in the first half, the full-year forecast for consolidated ordinary profit has been revised upward 2.3%, from the previous forecast of 4.26 billion yen to 4.36 billion yen (compared to 3.37 billion yen in the previous period), increasing the growth rate from 26.3% to 29.2%, further surpassing the previous forecast of record-high profits for three consecutive terms.

In the most recent three-month period, from November to January (1Q), the operating profit margin significantly improved from 9.1% in the same period last year to 13.5%.

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Actual Results

Accumulated Results 1st Quarter
Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Progress Rate vs. First Half Announce Accounting Standards
Nov - Jan, 2023 6,810 908 921 620 31.1 57.8 Mar 15, 2024 J-GAAP
Nov - Jan, 2024 8,504 774 773 547 27.4 50.1 Mar 17, 2025 J-GAAP
Nov - Jan, 2025 10,642 1,434 1,433 960 48.0 65.1 Mar 16, 2026 J-GAAP
YoY +25.1% +85.3% +85.4% +75.5% +75.1%

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 20,300 2,120 2,100 1,420 70.8 13 Dec 15, 2025 J-GAAP
Nov - Apr, 2025 New 20,300 2,220 2,200 1,480 73.8 13 Mar 16, 2026 J-GAAP
Revision Rate 0.0% +4.7% +4.8% +4.2% +4.2%

Full Year Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Oct, 2026 Prev 43,000 4,300 4,260 2,550 127.2 26 Dec 15, 2025 J-GAAP
Oct, 2026 New 43,000 4,400 4,360 2,610 130.4 26 Mar 16, 2026 J-GAAP
Revision Rate 0.0% +2.3% +2.3% +2.4% +2.5%

Current Period Guidance

H1 Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Nov - Apr, 2024 17,195 1,547 1,543 1,032 51.7 11 Jun 13, 2025 J-GAAP
Nov - Apr, 2025 Guidance 20,300 2,220 2,200 1,480 73.8 13 Mar 16, 2026 J-GAAP
YoY +18.1% +43.5% +42.6% +43.4% +42.9%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Oct, 2024 28,472 2,909 2,972 1,875 94.0 18 Dec 13, 2024 J-GAAP
Oct, 2025 35,878 3,367 3,374 2,185 109.3 22 Dec 15, 2025 J-GAAP
Oct, 2026 Guidance 43,000 4,400 4,360 2,610 130.4 26 Mar 16, 2026 J-GAAP
YoY +19.9% +30.7% +29.2% +19.5% +19.2%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Nov - Jan, 2024 8,504 774 773 547 27.4 9.1 Mar 17, 2025 J-GAAP
Feb - Apr, 2025 8,691 773 770 485 24.3 8.9 Jun 13, 2025 J-GAAP
May - Jul, 2025 8,918 828 835 543 27.2 9.3 Sep 12, 2025 J-GAAP
Aug - Oct, 2025 9,765 992 996 610 30.5 10.2 Dec 15, 2025 J-GAAP
Nov - Jan, 2025 10,642 1,434 1,433 960 48.0 13.5 Mar 16, 2026 J-GAAP
YoY +25.1% +85.3% +85.4% +75.5% +75.1%

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