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HIKARI TSUSHIN, Net Income Forecast for Last Fiscal Year Revised Upward by 26%, Highest in Two Terms

Tue May 12, 2026 12:30 pm JST Revision

9435 HIKARI TSUSHIN,INC. 【IFRS】

Guidance Update Report

HIKARI TSUSHIN,INC. <9435> [TSE Prime] announced a performance revision at noon (12:30) on May 12th. The consolidated net income forecast for the fiscal year ending March 2026 has been revised upward 25.8%, from the previous forecast of 120 billion yen to 151 billion yen (compared to 117 billion yen in the previous period), increasing the growth rate from 2.1% to 28.5%, reaches new record high for the first time in two 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 62.4%, from the previous forecast of 49.6 billion yen to 80.6 billion yen (compared to 69.3 billion yen in the same period of the previous year), turning to a 16.4% increase in the consolidated net income outlook.

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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 398,305 57,410 ー 49,672 1,132.9 380 Feb 12, 2026 IFRS
Oct - Mar, 2025 New 373,096 59,074 110,880 80,686 1,838.0 380 May 12, 2026 IFRS
Revision Rate -6.3% +2.9% － +62.4% +62.2%

Full Year Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2026 Prev 760,000 115,000 ー 120,000 2,737.0 746 Feb 12, 2026 IFRS
Mar, 2026 New 734,791 116,664 199,081 151,014 3,440.1 746 May 12, 2026 IFRS
Revision Rate -3.3% +1.4% － +25.8% +25.7%

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 360,770 47,615 81,579 69,320 1,575.6 344 May 14, 2025 IFRS
Oct - Mar, 2025 Guidance 373,096 59,074 110,880 80,686 1,838.0 380 May 12, 2026 IFRS
YoY +3.4% +24.1% +35.9% +16.4% +16.7%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 601,948 94,546 168,000 122,225 2,753.5 638 May 15, 2024 IFRS
Mar, 2025 686,553 105,036 150,718 117,523 2,671.2 661 May 14, 2025 IFRS
Mar, 2026 Guidance 734,791 116,664 199,081 151,014 3,440.1 746 May 12, 2026 IFRS
YoY +7.0% +11.1% +32.1% +28.5% +28.8%

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