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Polaris Holdings, Net Income Forecast for the Fiscal Year Revised Upward to an Unexpected 53% Increase, Highest in Two Terms

Wed Mar 25, 2026 12:30 pm JST Revision

3010 Polaris Holdings Co., Ltd. 【J-GAAP】

Guidance Update Report

Polaris Holdings Co., Ltd. <3010> [TSE Std] announced a performance revision at noon (12:30) on March 25th. The consolidated net income forecast for the fiscal year ending March 2026 has been revised upward 53.8%, from the previous forecast of 2.60 billion yen to 4.00 billion yen (compared to 2.61 billion yen in the previous period), reaches new record high for the first time in two terms, turning to a 53.2% increase in the consolidated net income outlook.

Based on the upwardly revised full-year plan announced by the company, our calculation indicates that the October to March period (second half) consolidated net income is expected to increase 93.1%, from the previous forecast of 1.50 billion yen to 2.90 billion yen (compared to 1.72 billion yen in the same period of the previous year), turning to a 68.7% increase in the consolidated net income outlook.

Kabutan News

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 23,612 1,660 1,147 1,504 6.4 4 Nov 13, 2025 J-GAAP
Oct - Mar, 2025 New 24,012 1,760 1,247 2,904 12.4 4 Mar 25, 2026 J-GAAP
Revision Rate +1.7% +6.0% +8.7% +93.1% +93.0%

Full Year Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2026 Prev 46,600 3,600 2,500 2,600 11.1 4 Nov 13, 2025 J-GAAP
Mar, 2026 New 47,000 3,700 2,600 4,000 17.1 4 Mar 25, 2026 J-GAAP
Revision Rate +0.9% +2.8% +4.0% +53.8% +53.8%

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 17,560 1,559 931 1,721 11.1 3 May 14, 2025 J-GAAP
Oct - Mar, 2025 Guidance 24,012 1,760 1,247 2,904 12.4 4 Mar 25, 2026 J-GAAP
YoY +36.7% +12.9% +33.9% +68.7% +11.4%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 22,545 3,382 2,609 3,297 26.9 0 May 14, 2024 J-GAAP
Mar, 2025 27,881 2,804 1,893 2,611 16.9 3 May 14, 2025 J-GAAP
Mar, 2026 Guidance 47,000 3,700 2,600 4,000 17.1 4 Mar 25, 2026 J-GAAP
YoY +68.6% +32.0% +37.3% +53.2% +1.2%

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