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Simplex Holdings, Net Income Forecast for the Fiscal Year Revised Upward by 2%, Raises Record High Profit Forecast

Thu Jan 29, 2026 3:30 pm JST Earnings

4373 Simplex Holdings, Inc. 【IFRS】

Earnings Report

Simplex Holdings, Inc. <4373> [TSE Prime] announced its financial results (based on IFRS) after the market closed on January 29th (15:30). The consolidated net income for the cumulative third quarter of the fiscal year ending March 2026 (April to December) expanded 7.28 billion yen, an increase 55.7% compared to the same period last year.

In addition, the full-year forecast for consolidated net income has been revised upward 1.6%, from the previous forecast of 9.51 billion yen to 9.66 billion yen (compared to 7.78 billion yen in the previous period), increasing the growth rate from 22.3% to 24.2%, further surpassing the previous forecast of record-high profits for eight consecutive terms.

Based on the full-year plan announced by the company after the upward revision, our estimate of the consolidated net income for the October to March period (second half) has been revised upward 3.2%, from the previous forecast of 4.73 billion yen to 4.88 billion yen (compared to 5.18 billion yen in the same period of the previous year), and the declining rate is expected to decrease from 8.7% to 5.7%.

In the most recent three-month period, from October to December (3Q), the consolidated net income grew 20.3% from the same period last year, reaching 2.51 billion yen. The operating profit margin rose from 25.3% in the same period last year to 25.5%.

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Actual Results

Accumulated Results 3rd Quarter
Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Progress Rate vs. First Half Announce Accounting Standards
Apr - Dec, 2023 29,951 6,387 6,307 4,245 18.5 72.1 Jan 30, 2024 IFRS
Apr - Dec, 2024 34,118 7,007 6,951 4,682 20.1 64.8 Jan 30, 2025 IFRS
Apr - Dec, 2025 42,532 10,816 10,772 7,288 32.0 75.8 Jan 29, 2026 IFRS
YoY +24.7% +54.4% +55.0% +55.7% +59.6%

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 29,199 6,945 6,866 4,738 20.8 18 Oct 30, 2025 IFRS
Oct - Mar, 2025 New 30,199 7,245 7,166 4,889 21.4 18 Jan 29, 2026 IFRS
Revision Rate +3.4% +4.3% +4.4% +3.2% +3.2%

Full Year Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2026 Prev 57,000 14,000 13,918 9,515 41.7 18 Oct 30, 2025 IFRS
Mar, 2026 New 58,000 14,300 14,218 9,666 42.4 18 Jan 29, 2026 IFRS
Revision Rate +1.8% +2.1% +2.2% +1.6% +1.6%

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 25,518 6,889 6,850 5,187 22.3 12.50 Apr 30, 2025 IFRS
Oct - Mar, 2025 Guidance 30,199 7,245 7,166 4,889 21.4 18 Jan 29, 2026 IFRS
YoY +18.3% +5.2% +4.6% -5.7% -4.0%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 40,708 8,850 8,744 6,194 26.9 10.50 Apr 25, 2024 IFRS
Mar, 2025 47,394 10,804 10,729 7,781 33.5 12.50 Apr 30, 2025 IFRS
Mar, 2026 Guidance 58,000 14,300 14,218 9,666 42.4 18 Jan 29, 2026 IFRS
YoY +22.4% +32.4% +32.5% +24.2% +26.6%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Oct - Dec, 2024 12,242 3,092 3,072 2,088 9.0 25.3 Jan 30, 2025 IFRS
Jan - Mar, 2025 13,276 3,797 3,778 3,099 13.3 28.6 Apr 30, 2025 IFRS
Apr - Jun, 2025 13,464 3,213 3,181 2,159 9.5 23.9 Jul 30, 2025 IFRS
Jul - Sep, 2025 14,337 3,842 3,871 2,618 11.5 26.8 Oct 30, 2025 IFRS
Oct - Dec, 2025 14,731 3,761 3,720 2,511 11.0 25.5 Jan 29, 2026 IFRS
YoY +20.3% +21.6% +21.1% +20.3% +23.4%

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