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XNET, First Half Ordinary Profit Increases by 23%
4762 XNET Corporation 【J-GAAP】
Earnings ReportXNET Corporation <4762> [TSE Std] announced its financial results after the market closed on October 31st (16:00). The ordinary profit (non-consolidated) for the cumulative second quarter of the fiscal year ending March 2026 (April to September) increased 23.3% from the same period last year, reaching 482 million yen, exceeded the previous forecast of 410 million yen.
Progress toward the full-year plan of 880 million yen was 54.8%, also surpassing the five-year average of 45.2%.
Based on the first-half performance announced by the company and the unchanged full-year plan, our calculation indicates that the ordinary profit for the October to March period (second half) is expected to decrease 13.1% from the same period last year to 398 million yen.
In the most recent three-month period, from July to September (2Q), the ordinary profit grew 18.4% from the same period last year, reaching 251 million yen. The operating profit margin rose from 16.0% in the same period last year to 18.7%.
Kabutan News
Actual Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Progress Rate vs. First Half | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Apr - Sep, 2023 | 2,762 | 538 | 556 | 377 | 45.7 | 50.5 | Oct 30, 2023 | J-GAAP |
| Apr - Sep, 2024 | 2,638 | 405 | 391 | 262 | 54.2 | 46.1 | Oct 31, 2024 | J-GAAP |
| Apr - Sep, 2025 | 2,766 | 495 | 482 | 186 | 44.6 | 54.8 | Oct 31, 2025 | J-GAAP |
| YoY | +4.9% | +22.2% | +23.3% | -29.0% | -17.7% |
First Half Results vs. Previous Guidance
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Apr - Sep, 2025 Guidance | 2,750 | 440 | 410 | 130 | 26.1 | 22.50 | Jul 31, 2025 | J-GAAP |
| Apr - Sep, 2025 Results | 2,766 | 495 | 482 | 186 | 44.6 | 22.50 | Oct 31, 2025 | J-GAAP |
| Revision Rate | +0.6% | +12.5% | +17.6% | +43.1% | +71.0% |
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 | 2,662 | 455 | 458 | 319 | 70.7 | 22.50 | Apr 30, 2025 | J-GAAP |
| Oct - Mar, 2025 Guidance | 2,834 | 405 | 398 | 254 | 60.8 | 22.50 | Oct 31, 2025 | J-GAAP |
| YoY | +6.5% | -11.0% | -13.1% | -20.4% | -14.0% |
Current Period Guidance
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Mar, 2024 | 5,547 | 1,066 | 1,101 | 741 | 89.7 | 30 | Apr 30, 2024 | J-GAAP |
| Mar, 2025 | 5,300 | 860 | 849 | 581 | 128.7 | 45 | Apr 30, 2025 | J-GAAP |
| Mar, 2026 Guidance | 5,600 | 900 | 880 | 440 | 105.3 | 45 | Jul 31, 2025 | J-GAAP |
| YoY | +5.7% | +4.7% | +3.7% | -24.3% | -18.2% |
Quarterly Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Operating Profit Margin | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Jul - Sep, 2024 | 1,305 | 209 | 212 | 143 | 29.6 | 16.0 | Oct 31, 2024 | J-GAAP |
| Oct - Dec, 2024 | 1,323 | 235 | 236 | 159 | 34.4 | 17.8 | Jan 31, 2025 | J-GAAP |
| Jan - Mar, 2025 | 1,339 | 220 | 222 | 160 | 35.5 | 16.4 | Apr 30, 2025 | J-GAAP |
| Apr - Jun, 2025 | 1,352 | 230 | 231 | 156 | 37.4 | 17.0 | Jul 31, 2025 | J-GAAP |
| Jul - Sep, 2025 | 1,414 | 265 | 251 | 30 | 7.2 | 18.7 | Oct 31, 2025 | J-GAAP |
| YoY | +8.4% | +26.8% | +18.4% | -79.0% | -75.7% |
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