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BENEFIT JAPAN, Ordinary Profit Forecast for Last Fiscal Year Revised Upward by 11%, Dividend Revised Upward by 6 Yen
3934 BENEFIT JAPAN Co.,Ltd. 【J-GAAP】
Guidance Update ReportBENEFIT JAPAN Co.,Ltd. <3934> [TSE Std] announced a revision to its performance and dividend after the market closed on April 30th (15:30). The consolidated ordinary profit forecast for the fiscal year ending March 2026 has been revised upward 11.3%, from the previous forecast of 1.36 billion yen to 1.52 billion yen (compared to 1.23 billion yen in the previous period), increasing the growth rate from 10.5% to 23.0%.
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 22.4%, from the previous forecast of 0.68 billion yen to 0.84 billion yen (compared to 0.72 billion yen in the same period of the previous year), turning to a 16.7% increase in the consolidated ordinary profit outlook.
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 79 yen to 85 yen (compared to 43 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 |
|---|---|---|---|---|---|---|---|---|
| Oct - Mar, 2025 Prev | 9,104 | 782 | 686 | 490 | 83.4 | 79 | Nov 10, 2025 | J-GAAP |
| Oct - Mar, 2025 New | 10,455 | 809 | 840 | 564 | 96.1 | 85 | Apr 30, 2026 | J-GAAP |
| Revision Rate | +14.8% | +3.5% | +22.4% | +15.1% | +15.2% |
Full Year Update
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Mar, 2026 Prev | 17,042 | 1,455 | 1,366 | 921 | 156.8 | 79 | May 9, 2025 | J-GAAP |
| Mar, 2026 New | 18,393 | 1,482 | 1,520 | 995 | 169.5 | 85 | Apr 30, 2026 | J-GAAP |
| Revision Rate | +7.9% | +1.9% | +11.3% | +8.0% | +8.1% |
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 | 6,528 | 707 | 720 | 492 | 83.7 | 43 | May 9, 2025 | J-GAAP |
| Oct - Mar, 2025 Guidance | 10,455 | 809 | 840 | 564 | 96.1 | 85 | Apr 30, 2026 | J-GAAP |
| YoY | +60.2% | +14.4% | +16.7% | +14.6% | +14.8% |
Current Period Guidance
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Mar, 2024 | 13,065 | 886 | 899 | 734 | 124.1 | 20 | May 10, 2024 | J-GAAP |
| Mar, 2025 | 12,745 | 1,220 | 1,236 | 830 | 141.2 | 43 | May 9, 2025 | J-GAAP |
| Mar, 2026 Guidance | 18,393 | 1,482 | 1,520 | 995 | 169.5 | 85 | Apr 30, 2026 | J-GAAP |
| YoY | +44.3% | +21.5% | +23.0% | +19.9% | +20.1% |
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