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HEIWA REAL ESTATE, Net Income Forecast for the Fiscal Year Revised Upward by 5%, Raises Record High Profit Forecast, Dividend Revised Upward by 4 Yen
8803 HEIWA REAL ESTATE CO.,LTD. 【J-GAAP】
Guidance Update ReportHEIWA REAL ESTATE CO.,LTD. <8803> [TSE Prime] announced a revision to its performance and dividend in the afternoon session on March 31st (15:00). The consolidated net income forecast for the fiscal year ending March 2026 has been revised upward 4.9%, from the previous forecast of 10.3 billion yen to 10.8 billion yen (compared to 9.56 billion yen in the previous period), increasing the growth rate from 7.7% to 12.9%, further surpassing the previous forecast of record-high profits for two consecutive terms.
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 8.4%, from the previous forecast of 5.95 billion yen to 6.45 billion yen (compared to 6.13 billion yen in the same period of the previous year), turning to a 5.2% increase in the consolidated net income outlook.
In light of the strong performance, the company has increased its planned annual dividend for the current fiscal year from the original plan of 93 yen to 97 yen (compared to 172 yen before the 2-for-1 forward stock split in the previous period).
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 | 28,680 | 9,034 | 7,869 | 5,953 | 90.1 | 57 | Jan 30, 2026 | J-GAAP |
| Oct - Mar, 2025 New | 28,680 | 9,034 | 7,869 | 6,453 | 96.9 | 61 | Mar 31, 2026 | J-GAAP |
| Revision Rate | 0.0% | 0.0% | 0.0% | +8.4% | +7.5% |
Full Year Update
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Mar, 2026 Prev | 50,500 | 14,800 | 12,700 | 10,300 | 155.9 | 93 | Jan 30, 2026 | J-GAAP |
| Mar, 2026 New | 50,500 | 14,800 | 12,700 | 10,800 | 162.1 | 97 | Mar 31, 2026 | J-GAAP |
| Revision Rate | 0.0% | 0.0% | 0.0% | +4.9% | +4.0% |
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 | 23,314 | 7,942 | 7,070 | 6,134 | 90.8 | 54.50 | Apr 30, 2025 | J-GAAP |
| Oct - Mar, 2025 Guidance | 28,680 | 9,034 | 7,869 | 6,453 | 96.9 | 61 | Mar 31, 2026 | J-GAAP |
| YoY | +23.0% | +13.7% | +11.3% | +5.2% | +6.7% |
Current Period Guidance
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Mar, 2024 | 44,433 | 13,022 | 11,463 | 8,450 | 118.1 | 83 | Apr 30, 2024 | J-GAAP |
| Mar, 2025 | 42,075 | 13,196 | 11,651 | 9,565 | 141.6 | 86 | Apr 30, 2025 | J-GAAP |
| Mar, 2026 Guidance | 50,500 | 14,800 | 12,700 | 10,800 | 162.1 | 97 | Mar 31, 2026 | J-GAAP |
| YoY | +20.0% | +12.2% | +9.0% | +12.9% | +14.5% |
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Nikkei 225 open on the 31st = 503 yen lower, 51,382 yen