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AFC-HD AMS Life Science, Net Income Forecast for the Fiscal Year Revised Upward by 6%, Highest in Five Terms
2927 AFC-HD AMS Life Science Co.,Ltd. 【J-GAAP】
Earnings ReportAFC-HD AMS Life Science Co.,Ltd. <2927> [TSE Std] announced its financial results after the market closed on April 14th (15:30). The consolidated net income for the cumulative second quarter of the fiscal year ending August 2026 (September 2025 to February 2026) decreased 9.1% from the same period last year to 0.80 billion yen, resulting in a decrease in profits compared to the previous forecast of a 0.2% increase.
However, the full-year forecast for consolidated net income has been revised upward 5.7%, from the previous forecast of 1.46 billion yen to 1.54 billion yen (compared to 1.44 billion yen in the previous period), increasing the growth rate from 1.0% to 6.7%, reaches new record high for the first time in five terms.
Based on the first-half performance announced by the company and the full-year plan, our calculation indicates that the consolidated net income for the March to August period (second half) is expected to expand 31.2% from the same period last year, reaching 0.74 billion yen.
In the most recent three-month period, from December to February (2Q), the consolidated net income dropped to 0.27 billion yen, a 33.7% decrease compared to the same period last year. The operating profit margin worsened from 7.6% in the same period last year to 5.8%.
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Actual Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Progress Rate vs. First Half | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Sep - Feb, 2023 | 14,542 | 1,023 | 1,060 | 641 | 45.8 | 55.2 | Apr 15, 2024 | J-GAAP |
| Sep - Feb, 2024 | 16,614 | 1,294 | 1,332 | 881 | 62.7 | 54.5 | Apr 14, 2025 | J-GAAP |
| Sep - Feb, 2025 | 16,846 | 1,251 | 1,194 | 801 | 55.8 | 48.8 | Apr 14, 2026 | J-GAAP |
| YoY | +1.4% | -3.3% | -10.4% | -9.1% | -11.0% |
First Half Results vs. Previous Guidance
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Sep - Feb, 2025 Guidance | 16,725 | 1,297 | 1,334 | 883 | 61.3 | 18 | Oct 15, 2025 | J-GAAP |
| Sep - Feb, 2025 Results | 16,846 | 1,251 | 1,194 | 801 | 55.8 | 18 | Apr 14, 2026 | J-GAAP |
| Revision Rate | +0.7% | -3.5% | -10.5% | -9.3% | -9.0% |
Guidance Update
Full Year Update
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Aug, 2026 Prev | 34,137 | 2,545 | 2,445 | 1,462 | 101.1 | 36 | Oct 15, 2025 | J-GAAP |
| Aug, 2026 New | 34,137 | 2,545 | 2,445 | 1,545 | 106.9 | 36 | Apr 14, 2026 | J-GAAP |
| Revision Rate | 0.0% | 0.0% | 0.0% | +5.7% | +5.7% |
Current Period Guidance
Second Half Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Mar - Aug, 2025 | 16,041 | 1,115 | 1,111 | 567 | 40.3 | 18 | Oct 15, 2025 | J-GAAP |
| Mar - Aug, 2026 Guidance | 17,291 | 1,294 | 1,251 | 744 | 51.5 | 18 | Apr 14, 2026 | J-GAAP |
| YoY | +7.8% | +16.1% | +12.6% | +31.2% | +27.6% |
Current Period Guidance
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Aug, 2024 | 30,185 | 1,916 | 1,921 | 1,252 | 89.2 | 30 | Oct 15, 2024 | J-GAAP |
| Aug, 2025 | 32,655 | 2,409 | 2,443 | 1,448 | 103.0 | 34 | Oct 15, 2025 | J-GAAP |
| Aug, 2026 Guidance | 34,137 | 2,545 | 2,445 | 1,545 | 106.9 | 36 | Apr 14, 2026 | J-GAAP |
| YoY | +4.5% | +5.6% | +0.1% | +6.7% | +3.8% |
Quarterly Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Operating Profit Margin | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Dec - Feb, 2024 | 8,425 | 644 | 628 | 421 | 29.9 | 7.6 | Apr 14, 2025 | J-GAAP |
| Mar - May, 2025 | 8,123 | 559 | 536 | 531 | 37.8 | 6.9 | Jul 10, 2025 | J-GAAP |
| Jun - Aug, 2025 | 7,918 | 556 | 575 | 36 | 2.6 | 7.0 | Oct 15, 2025 | J-GAAP |
| Sep - Nov, 2025 | 8,547 | 771 | 739 | 522 | 36.7 | 9.0 | Jan 14, 2026 | J-GAAP |
| Dec - Feb, 2025 | 8,299 | 480 | 455 | 279 | 19.4 | 5.8 | Apr 14, 2026 | J-GAAP |
| YoY | -1.5% | -25.5% | -27.5% | -33.7% | -35.1% |
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