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HIRAYAMA HOLDINGS, Jul-Mar (Cumulative 3Q) Ordinary Profit Increases by 48%, Exceeds Full-Year Plan, Current Fiscal Year Dividend Revised Upward by 3 Yen
7781 HIRAYAMA HOLDINGS Co.,Ltd. 【J-GAAP】
Earnings ReportHIRAYAMA HOLDINGS Co.,Ltd. <7781> [TSE Std] announced its financial results after the market closed on May 15th (16:00). The consolidated ordinary profit for the cumulative third quarter of the fiscal year ending June 2026 (July 2025 to March 2026) expanded 1.56 billion yen, an increase 48.3% compared to the same period last year. Progress toward the full-year plan of 1.34 billion yen is 115.8%, already exceeding the target and also exceeding the five-year average of 78.6%.
Based on the cumulative third-quarter performance announced by the company and the unchanged full-year plan, our calculation indicates that the consolidated ordinary profit/loss for the April to June period (4Q) is expected to turn into a loss of 0.21 billion yen (compared to a profit of 0.24 billion yen in the same period last year). However, if the fourth-quarter performance remains at the same level as the first three quarters, the full-year plan may be increased.
At the same time, the company has increased its planned annual dividend for the current fiscal year from the original plan of 53 yen to 56 yen (compared to 50 yen in the previous period).
In the most recent three-month period, from January to March (3Q), the consolidated ordinary profit increased 72.2% from the same period last year, reaching 0.47 billion yen. The operating profit margin improved from 2.9% in the same period last year to 4.8%.
Kabutan News
Actual Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Progress Rate vs. First Half | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Jul - Mar, 2023 | 26,264 | 855 | 896 | 583 | 79.0 | 76.8 | May 15, 2024 | J-GAAP |
| Jul - Mar, 2024 | 26,880 | 1,002 | 1,053 | 676 | 88.6 | 81.0 | May 15, 2025 | J-GAAP |
| Jul - Mar, 2025 | 28,035 | 1,507 | 1,562 | 957 | 124.9 | 115.8 | May 15, 2026 | J-GAAP |
| YoY | +4.3% | +50.4% | +48.3% | +41.6% | +41.0% |
Guidance Update
Second Half Update
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Jan - Jun, 2026 Prev | 18,971 | 280 | 264 | 209 | 27.3 | 35 | Feb 16, 2026 | J-GAAP |
| Jan - Jun, 2026 New | 18,971 | 280 | 264 | 209 | 27.3 | 38 | May 15, 2026 | J-GAAP |
| Revision Rate | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% |
Full Year Update
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Jun, 2026 Prev | 37,770 | 1,341 | 1,349 | 883 | 115.2 | 53 | Nov 14, 2025 | J-GAAP |
| Jun, 2026 New | 37,770 | 1,341 | 1,349 | 883 | 115.2 | 56 | May 15, 2026 | J-GAAP |
| Revision Rate | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% |
Current Period Guidance
Second Half Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Jan - Jun, 2025 | 18,169 | 523 | 524 | 367 | 48.1 | 34 | Aug 14, 2025 | J-GAAP |
| Jan - Jun, 2026 Guidance | 18,971 | 280 | 264 | 209 | 27.3 | 38 | May 15, 2026 | J-GAAP |
| YoY | +4.4% | -46.5% | -49.6% | -43.1% | -43.3% |
Current Period Guidance
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Jun, 2024 | 35,292 | 1,119 | 1,166 | 757 | 102.3 | 42 | Aug 14, 2024 | J-GAAP |
| Jun, 2025 | 36,220 | 1,270 | 1,300 | 858 | 112.4 | 50 | Aug 14, 2025 | J-GAAP |
| Jun, 2026 Guidance | 37,770 | 1,341 | 1,349 | 883 | 115.2 | 56 | May 15, 2026 | J-GAAP |
| YoY | +4.3% | +5.6% | +3.8% | +2.9% | +2.5% |
Quarterly Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Operating Profit Margin | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Jan - Mar, 2025 | 8,829 | 255 | 277 | 185 | 24.3 | 2.9 | May 15, 2025 | J-GAAP |
| Apr - Jun, 2025 | 9,340 | 268 | 247 | 182 | 23.8 | 2.9 | Aug 14, 2025 | J-GAAP |
| Jul - Sep, 2025 | 9,276 | 490 | 496 | 309 | 40.4 | 5.3 | Nov 14, 2025 | J-GAAP |
| Oct - Dec, 2025 | 9,523 | 571 | 589 | 365 | 47.7 | 6.0 | Feb 16, 2026 | J-GAAP |
| Jan - Mar, 2026 | 9,236 | 446 | 477 | 283 | 36.9 | 4.8 | May 15, 2026 | J-GAAP |
| YoY | +4.6% | +74.9% | +72.2% | +53.0% | +52.3% |
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