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Seria, Ordinary Profit Forecast for First Half Revised Upward by 9%, Full Year also Increased
2782 Seria Co., Ltd. 【J-GAAP】
Earnings ReportSeria Co., Ltd. <2782> [TSE Std] announced its financial results in the afternoon session on July 31st (15:00). The ordinary profit (non-consolidated) for the first quarter of the fiscal year ending March 2026 (April to June) increased 4.2% from the same period last year, reaching 4.17 billion yen.
In addition, the April to September period (first half) ordinary profit has been revised upward 8.7%, from the previous forecast of 6.90 billion yen to 7.50 billion yen (compared to 7.70 billion yen in the same period of the previous year), and the declining rate is expected to decrease from 10.4% to 2.6%.
Following the strong performance in the first half, the full-year forecast for ordinary profit has been revised upward 3.9%, from the previous forecast of 15.4 billion yen to 16.0 billion yen (compared to 16.9 billion yen in the previous period), and the declining rate is expected to decrease from 9.4% to 5.8%.
In the most recent three-month period, from April to June (1Q), the operating profit margin remained almost flat, changing from 6.8% in the same period last year to 6.8%.
Kabutan News
Actual Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Progress Rate vs. First Half | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Apr - Jun, 2023 | 53,848 | 3,145 | 3,202 | 2,065 | 27.5 | 51.2 | Jul 31, 2023 | J-GAAP |
| Apr - Jun, 2024 | 58,115 | 3,967 | 4,001 | 2,671 | 35.5 | 52.0 | Jul 31, 2024 | J-GAAP |
| Apr - Jun, 2025 | 60,498 | 4,144 | 4,171 | 2,797 | 37.2 | 55.6 | Jul 31, 2025 | J-GAAP |
| YoY | +4.1% | +4.5% | +4.2% | +4.7% | +4.7% |
Guidance Update
First Half Update
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Apr - Sep, 2025 Prev | 118,900 | 6,850 | 6,900 | 4,450 | 71.0 | 35 | May 9, 2025 | J-GAAP |
| Apr - Sep, 2025 New | 119,700 | 7,450 | 7,500 | 4,900 | 78.2 | 35 | Jul 31, 2025 | J-GAAP |
| Revision Rate | +0.7% | +8.8% | +8.7% | +10.1% | +10.1% |
Full Year Update
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Mar, 2026 Prev | 242,900 | 15,300 | 15,400 | 10,200 | 162.8 | 70 | May 9, 2025 | J-GAAP |
| Mar, 2026 New | 243,700 | 15,900 | 16,000 | 10,650 | 169.9 | 70 | Jul 31, 2025 | J-GAAP |
| Revision Rate | +0.3% | +3.9% | +3.9% | +4.4% | +4.4% |
Current Period Guidance
H1 Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Apr - Sep, 2024 | 115,899 | 7,647 | 7,701 | 5,093 | 67.7 | 35 | Oct 31, 2024 | J-GAAP |
| Apr - Sep, 2025 Guidance | 119,700 | 7,450 | 7,500 | 4,900 | 78.2 | 35 | Jul 31, 2025 | J-GAAP |
| YoY | +3.3% | -2.6% | -2.6% | -3.8% | +15.5% |
Current Period Guidance
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Mar, 2024 | 223,202 | 15,121 | 15,315 | 9,823 | 130.6 | 70 | May 10, 2024 | J-GAAP |
| Mar, 2025 | 236,327 | 16,836 | 16,993 | 11,218 | 149.1 | 70 | May 9, 2025 | J-GAAP |
| Mar, 2026 Guidance | 243,700 | 15,900 | 16,000 | 10,650 | 169.9 | 70 | Jul 31, 2025 | J-GAAP |
| YoY | +3.1% | -5.6% | -5.8% | -5.1% | +14.0% |
Quarterly Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Operating Profit Margin | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Apr - Jun, 2024 | 58,115 | 3,967 | 4,001 | 2,671 | 35.5 | 6.8 | Jul 31, 2024 | J-GAAP |
| Jul - Sep, 2024 | 57,784 | 3,680 | 3,700 | 2,422 | 32.2 | 6.4 | Oct 31, 2024 | J-GAAP |
| Oct - Dec, 2024 | 62,148 | 5,519 | 5,584 | 3,776 | 50.2 | 8.9 | Jan 31, 2025 | J-GAAP |
| Jan - Mar, 2025 | 58,280 | 3,670 | 3,708 | 2,349 | 31.2 | 6.3 | May 9, 2025 | J-GAAP |
| Apr - Jun, 2025 | 60,498 | 4,144 | 4,171 | 2,797 | 37.2 | 6.8 | Jul 31, 2025 | J-GAAP |
| YoY | +4.1% | +4.5% | +4.2% | +4.7% | +4.7% |
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