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HODEN SEIMITSU KAKO KENKYUSHO, Ordinary Profit Forecast for Last Fiscal Year Revised Upward by 47%, Highest in Seven Terms, Dividend Revised Upward by 3 Yen
6469 HODEN SEIMITSU KAKO KENKYUSHO CO.,LTD. 【J-GAAP】
Guidance Update ReportHODEN SEIMITSU KAKO KENKYUSHO CO.,LTD. <6469> [TSE Std] announced a revision to its performance and dividend after the market closed on April 3rd (16:00). The consolidated ordinary profit forecast for the fiscal year ending February 2026 has been revised upward 46.6%, from the previous forecast of 0.70 billion yen to 1.03 billion yen (compared to 0.64 billion yen in the previous period), increasing the growth rate from 10.1% to 61.4%, reaches new record high for the first time in seven terms.
Based on the upwardly revised full-year plan announced by the company, our calculation indicates that the September to February period (second half) consolidated ordinary profit has been revised upward 3.4 times, from the previous forecast of 0.13 billion yen to 0.46 billion yen (compared to 0.50 billion yen in the same period of the previous year), and the declining rate is expected to decrease from 72.9% to 7.7%.
In light of the strong performance, the company has increased its planned year-end lump-sum dividend for the last fiscal year from the original plan of 15 yen to 18 yen (compared to 12 yen 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 |
|---|---|---|---|---|---|---|---|---|
| Sep - Feb, 2025 Prev | 7,000 | 184 | 137 | 84 | 7.9 | 15 | Oct 2, 2025 | J-GAAP |
| Sep - Feb, 2025 New | 7,211 | 506 | 467 | 480 | 45.0 | 18 | Apr 3, 2026 | J-GAAP |
| Revision Rate | +3.0% | +175.0% | +240.9% | +471.4% | +471.9% |
Full Year Update
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Feb, 2026 Prev | 14,101 | 800 | 708 | 427 | 40.0 | 15 | Oct 2, 2025 | J-GAAP |
| Feb, 2026 New | 14,312 | 1,122 | 1,038 | 823 | 77.1 | 18 | Apr 3, 2026 | J-GAAP |
| Revision Rate | +1.5% | +40.3% | +46.6% | +92.7% | +92.8% |
Current Period Guidance
Second Half Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Sep - Feb, 2024 | 6,946 | 523 | 506 | 503 | 47.1 | 12 | Apr 8, 2025 | J-GAAP |
| Sep - Feb, 2025 Guidance | 7,211 | 506 | 467 | 480 | 45.0 | 18 | Apr 3, 2026 | J-GAAP |
| YoY | +3.8% | -3.3% | -7.7% | -4.6% | -4.6% |
Current Period Guidance
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Feb, 2024 | 12,160 | 230 | 169 | 231 | 32.5 | 7 | Apr 9, 2024 | J-GAAP |
| Feb, 2025 | 12,898 | 689 | 643 | 583 | 54.6 | 12 | Apr 8, 2025 | J-GAAP |
| Feb, 2026 Guidance | 14,312 | 1,122 | 1,038 | 823 | 77.1 | 18 | Apr 3, 2026 | J-GAAP |
| YoY | +11.0% | +62.8% | +61.4% | +41.2% | +41.1% |
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