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BELLUNA, Ordinary Profit Forecast for Last Fiscal Year Revised Upward by 20%, Dividend Revised Upward by 8 Yen
9997 BELLUNA CO.,LTD. 【J-GAAP】
Guidance Update ReportBELLUNA CO.,LTD. <9997> [TSE Prime] announced a revision to its performance and dividend in the afternoon session on May 7th (14:20). The consolidated ordinary profit forecast for the fiscal year ending March 2026 has been revised upward 20.0%, from the previous forecast of 13.5 billion yen to 16.2 billion yen (compared to 13.2 billion yen in the previous period), increasing the growth rate from 1.8% to 22.2%.
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 30.0%, from the previous forecast of 9.00 billion yen to 11.7 billion yen (compared to 9.11 billion yen in the same period of the previous year), turning to a 28.4% increase in the consolidated ordinary profit outlook.
In light of the strong performance, the company has increased its planned annual dividend for the last fiscal year from the original plan of 30 yen to 38 yen (compared to 29 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 | 116,608 | 8,626 | 9,003 | 6,174 | 64.2 | 15 | Oct 30, 2025 | J-GAAP |
| Oct - Mar, 2025 New | 120,008 | 11,526 | 11,703 | 8,174 | 84.9 | 23 | May 7, 2026 | J-GAAP |
| Revision Rate | +2.9% | +33.6% | +30.0% | +32.4% | +32.4% |
Full Year Update
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Mar, 2026 Prev | 214,600 | 13,500 | 13,500 | 9,500 | 98.7 | 30 | May 13, 2025 | J-GAAP |
| Mar, 2026 New | 218,000 | 16,400 | 16,200 | 11,500 | 119.5 | 38 | May 7, 2026 | J-GAAP |
| Revision Rate | +1.6% | +21.5% | +20.0% | +21.1% | +21.1% |
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 | 113,729 | 8,317 | 9,112 | 6,232 | 64.6 | 14.50 | May 13, 2025 | J-GAAP |
| Oct - Mar, 2025 Guidance | 120,008 | 11,526 | 11,703 | 8,174 | 84.9 | 23 | May 7, 2026 | J-GAAP |
| YoY | +5.5% | +38.6% | +28.4% | +31.2% | +31.4% |
Current Period Guidance
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Mar, 2024 | 208,298 | 9,787 | 11,831 | 5,839 | 60.4 | 20.50 | May 13, 2024 | J-GAAP |
| Mar, 2025 | 210,856 | 11,887 | 13,255 | 8,797 | 91.3 | 29 | May 13, 2025 | J-GAAP |
| Mar, 2026 Guidance | 218,000 | 16,400 | 16,200 | 11,500 | 119.5 | 38 | May 7, 2026 | J-GAAP |
| YoY | +3.4% | +38.0% | +22.2% | +30.7% | +31.0% |
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