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HEROZ, Ordinary Profit Forecast for Last Fiscal Year Revised Downward by 3%

Mon Jun 8, 2026 4:00 pm JST Revision

4382 HEROZ, Inc. 【J-GAAP】

Guidance Update Report

HEROZ, Inc. <4382> [TSE Std] announced a performance revision after the market closed on June 8th (16:00). The consolidated ordinary profit forecast for the fiscal year ending April 2026 has decreased 2.9%, from the previous forecast of 420 million yen to 408 million yen (compared to 228 million yen in the previous period), leading to a reduction in the profit growth rate from 84.2% to 78.9%. However, the full-year forecast for consolidated net income has been revised upward 7.5 times, from the previous forecast of 50 million yen to 376 million yen (compared to a loss of 177 million yen in the previous period), reaches new record high for the first time in seven terms.

Based on the downwardly revised full-year plan announced by the company, our calculation indicates that the November to April period (second half) consolidated ordinary profit has decreased 5.8%, from the previous forecast of 208 million yen to 196 million yen (compared to 179 million yen in the same period of the previous year), leading to a reduction in the profit growth rate from 16.2% to 9.5%.

Kabutan News

Guidance Update

Second Half Update
Fiscal Year Revenue Operating
Profit
Ordinary
Profit
Net
Profit
Adj.
EPS
Adj.
Dividend
Announce Accounting
Standards
Nov - Apr, 2025 Prev 3,302M 242M 208M 64M 4.2 0 Dec 12, 2025 J-GAAP
Nov - Apr, 2025 New 3,326M 265M 196M 390M 25.7 0 Jun 8, 2026 J-GAAP
Revision Rate +0.7% +9.5% -5.8% +509.4% +509.7%
Full Year Update
Fiscal Year Revenue Operating
Profit
Ordinary
Profit
Net
Profit
Adj.
EPS
Adj.
Dividend
Announce Accounting
Standards
Apr, 2026 Prev 6,400M 500M 420M 50M 3.3 0 Dec 12, 2025 J-GAAP
Apr, 2026 New 6,424M 523M 408M 376M 24.8 0 Jun 8, 2026 J-GAAP
Revision Rate +0.4% +4.6% -2.9% +652.0% +652.3%

Current Period Guidance

Second Half Results
Fiscal Year Revenue Operating
Profit
Ordinary
Profit
Net
Profit
Adj.
EPS
Adj.
Dividend
Announce Accounting
Standards
Nov - Apr, 2024
3,103M 218M 179M -59M -3.9 0 Jun 13, 2025 J-GAAP
Guidance
Nov - Apr, 2025
3,326M 265M 196M 390M 25.7 0 Jun 8, 2026 J-GAAP
YoY +7.2% +21.6% +9.5%
Current Period Guidance
Fiscal Year Revenue Operating
Profit
Ordinary
Profit
Net
Profit
Adj.
EPS
Adj.
Dividend
Announce Accounting
Standards
Apr, 2024
4,841M 451M 368M -1,134M -75.5 0 Jun 14, 2024 J-GAAP
Apr, 2025
5,929M 306M 228M -177M -11.8 0 Jun 13, 2025 J-GAAP
Guidance
Apr, 2026
6,424M 523M 408M 376M 24.8 0 Jun 8, 2026 J-GAAP
YoY +8.3% +70.9% +78.9%