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BENEFIT JAPAN, Last Fiscal Year Ordinary Profit Revised Upward by 13%, Dividend Revised Upward by 6 yen
3934 BENEFIT JAPAN Co.,Ltd. 【J-GAAP】
Guidance Update ReportBENEFIT JAPAN Co.,Ltd. <3934> [TSE Std] announced a revision to its performance and dividend after the market closed on May 1st (16:10). The consolidated ordinary profit for the fiscal year ending March 2025 has been revised upward 13.4%, from the previous forecast of 1.09 billion yen to 1.23 billion yen (compared to 0.9 billion yen in the previous period), increasing the growth rate from 21.1% to 37.3%.
Based on the upwardly revised full-year plan announced by the company, our calculation indicates that the October to March period (2H) consolidated ordinary profit is expected to increase 25.4%, from the previous forecast of 0.57 billion yen to 0.72 billion yen (compared to 0.41 billion yen in the same period of the previous year), increasing the growth rate from 37.6% to 72.7%.
In light of the strong performance, the company has increased its planned year-end lump-sum dividend for the last fiscal year from the original plan of 37 yen to 43 yen (compared to 20 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, 2024 Prev | 6,286 | 572 | 574 | 387 | 66.0 | 37 | Feb 21, 2025 | J-GAAP |
| Oct - Mar, 2024 New | 6,528 | 707 | 720 | 492 | 83.7 | 43 | May 1, 2025 | J-GAAP |
| Revision Rate | +3.8% | +23.6% | +25.4% | +27.1% | +26.8% |
Full Year Update
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Mar, 2025 Prev | 12,503 | 1,085 | 1,090 | 725 | 123.6 | 37 | Feb 21, 2025 | J-GAAP |
| Mar, 2025 New | 12,745 | 1,220 | 1,236 | 830 | 141.2 | 43 | May 1, 2025 | J-GAAP |
| Revision Rate | +1.9% | +12.4% | +13.4% | +14.5% | +14.2% |
Current Period Guidance
Second Half Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Oct - Mar, 2023 | 6,512 | 406 | 416 | 302 | 51.0 | 20 | May 10, 2024 | J-GAAP |
| Oct - Mar, 2024 Guidance | 6,528 | 707 | 720 | 492 | 83.7 | 43 | May 1, 2025 | J-GAAP |
| YoY | +0.2% | +74.1% | +73.1% | +62.9% | +63.9% |
Current Period Guidance
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Mar, 2023 | 12,557 | 1,023 | 1,019 | 560 | 94.2 | 9 | May 10, 2023 | J-GAAP |
| Mar, 2024 | 13,065 | 886 | 899 | 734 | 124.1 | 20 | May 10, 2024 | J-GAAP |
| Mar, 2025 Guidance | 12,745 | 1,220 | 1,236 | 830 | 141.2 | 43 | May 1, 2025 | J-GAAP |
| YoY | -2.4% | +37.7% | +37.5% | +13.1% | +13.8% |
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