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Meiji Holdings, Ordinary Profit Forecast for the Fiscal Year Revised Upward by 6%

Wed Mar 25, 2026 3:30 pm JST Revision

2269 Meiji Holdings Co., Ltd. 【J-GAAP】

Guidance Update Report

Meiji Holdings Co., Ltd. <2269> [TSE Prime] announced a performance revision after the market closed on March 25th (15:30). The consolidated ordinary profit forecast for the fiscal year ending March 2026 has been revised upward 6.3%, from the previous forecast of 87.5 billion yen to 93.0 billion yen (compared to 82.0 billion yen in the previous period), increasing the growth rate from 6.7% to 13.4%. However, the full-year forecast for consolidated net income has decreased 32.4%, from the previous forecast of 54.0 billion yen to 36.5 billion yen (compared to 50.8 billion yen in the previous period). This changes the outlook from an anticipated profit increase to a projection of a 28.1% decrease in profit.

Based on the upwardly revised full-year plan announced by the company, our calculation indicates that the October to March period (second half) consolidated ordinary profit is expected to increase 12.0%, from the previous forecast of 45.8 billion yen to 51.3 billion yen (compared to 38.6 billion yen in the same period of the previous year), increasing the growth rate from 18.6% to 32.9%.

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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 602,115 50,058 45,874 32,523 120.0 52.50 Nov 13, 2025 J-GAAP
Oct - Mar, 2025 New 602,115 50,058 51,374 15,023 55.4 52.50 Mar 25, 2026 J-GAAP
Revision Rate 0.0% 0.0% +12.0% -53.8% -53.8%

Full Year Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2026 Prev 1,177,000 91,000 87,500 54,000 199.2 105 Nov 13, 2025 J-GAAP
Mar, 2026 New 1,177,000 91,000 93,000 36,500 134.7 105 Mar 25, 2026 J-GAAP
Revision Rate 0.0% 0.0% +6.3% -32.4% -32.4%

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 585,068 40,310 38,666 23,933 87.7 50 May 9, 2025 J-GAAP
Oct - Mar, 2025 Guidance 602,115 50,058 51,374 15,023 55.4 52.50 Mar 25, 2026 J-GAAP
YoY +2.9% +24.2% +32.9% -37.2% -36.8%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 1,105,494 84,322 76,020 50,675 181.6 95 May 10, 2024 J-GAAP
Mar, 2025 1,154,074 84,702 82,013 50,800 186.1 100 May 9, 2025 J-GAAP
Mar, 2026 Guidance 1,177,000 91,000 93,000 36,500 134.7 105 Mar 25, 2026 J-GAAP
YoY +2.0% +7.4% +13.4% -28.1% -27.6%

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