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ETS Group, Ordinary Profit Forecast for First Half Revised Upward to an Unexpected 50% Increase
253A ETS Group Co.,Ltd. 【J-GAAP】
Guidance Update ReportETS Group Co.,Ltd. <253A> [TSE Std] announced a performance revision at noon (11:30) on March 30th. The consolidated ordinary profit forecast for the cumulative second quarter of the fiscal year ending September 2026 (October 2025 to March 2026) has been revised upward 57.5%, from the previous forecast of 355 million yen to 559 million yen (compared to 372 million yen in the same period of the previous year), turning to a 50.3% increase in the consolidated ordinary profit outlook.
Furthermore, the full-year ordinary profit forecast remains unchanged from the estimate of 747 million yen(compared to 690 million yen in the previous period).
Kabutan News
Guidance Update
First Half Update
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Oct - Mar, 2025 Prev | 5,846 | 371 | 355 | 236 | 37.1 | 0 | Nov 14, 2025 | J-GAAP |
| Oct - Mar, 2025 New | 5,398 | 575 | 559 | 320 | 50.2 | 0 | Mar 30, 2026 | J-GAAP |
| Revision Rate | -7.7% | +55.0% | +57.5% | +35.6% | +35.6% |
Current Period Guidance
H1 Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Oct - Mar, 2024 | 5,070 | 382 | 372 | 228 | 35.8 | 0 | May 14, 2025 | J-GAAP |
| Oct - Mar, 2025 Guidance | 5,398 | 575 | 559 | 320 | 50.2 | 0 | Mar 30, 2026 | J-GAAP |
| YoY | +6.5% | +50.5% | +50.3% | +40.4% | +40.3% |
Current Period Guidance
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Sep, 2024 | 8,147 | 534 | 544 | 325 | 51.1 | 8 | Nov 14, 2024 | J-GAAP |
| Sep, 2025 | 11,261 | 717 | 690 | 466 | 73.2 | 17 | Nov 14, 2025 | J-GAAP |
| Sep, 2026 Guidance | 11,850 | 777 | 747 | 496 | 77.9 | 23 | Nov 14, 2025 | J-GAAP |
| YoY | +5.2% | +8.4% | +8.3% | +6.4% | +6.4% |
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