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FULLCAST, Apr-Jun (2Q) Ordinary Profit Increases by 8%
4848 FULLCAST HOLDINGS CO.,LTD. 【J-GAAP】
Earnings ReportFULLCAST HOLDINGS CO.,LTD. <4848> [TSE Prime] announced its financial results after the market closed on August 8th (15:30). The consolidated ordinary profit for the cumulative second quarter of the fiscal year ending December 2025 (January to June) was 4.26 billion yen, a 1.4% decrease compared to the same period last year. Progress toward the full-year plan of 8.52 billion yen was 49.9%, almost the same as the five-year average of 52.3%.
Based on the first-half performance announced by the company and the unchanged full-year plan, our calculation indicates that the consolidated ordinary profit for the July to December period (second half) is expected to expand 42.7% from the same period last year, reaching 4.26 billion yen.
In the most recent three-month period, from April to June (2Q), the consolidated ordinary profit grew 8.2% from the same period last year, reaching 2.15 billion yen. The operating profit margin remained almost flat, changing from 11.5% in the same period last year to 11.6%.
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Actual Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Progress Rate vs. First Half | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Jan - Jun, 2023 | 33,122 | 4,596 | 4,566 | 3,201 | 89.2 | 52.6 | Aug 10, 2023 | J-GAAP |
| Jan - Jun, 2024 | 33,657 | 4,264 | 4,321 | 3,525 | 100.1 | 59.1 | Aug 9, 2024 | J-GAAP |
| Jan - Jun, 2025 | 34,722 | 4,184 | 4,260 | 2,842 | 81.2 | 49.9 | Aug 8, 2025 | J-GAAP |
| YoY | +3.2% | -1.9% | -1.4% | -19.4% | -18.9% |
First Half Results vs. Previous Guidance
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Jan - Jun, 2025 Guidance | 35,312 | 4,219 | 4,284 | 2,754 | 79.0 | 31 | Feb 14, 2025 | J-GAAP |
| Jan - Jun, 2025 Results | 34,722 | 4,184 | 4,260 | 2,842 | 81.2 | 31 | Aug 8, 2025 | J-GAAP |
| Revision Rate | -1.7% | -0.8% | -0.6% | +3.2% | +2.8% |
Current Period Guidance
Second Half Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Jul - Dec, 2024 | 34,899 | 2,869 | 2,991 | 1,968 | 55.9 | 31 | Feb 14, 2025 | J-GAAP |
| Jul - Dec, 2025 Guidance | 38,298 | 4,141 | 4,269 | 2,640 | 75.6 | 32 | Aug 8, 2025 | J-GAAP |
| YoY | +9.7% | +44.3% | +42.7% | +34.1% | +35.3% |
Current Period Guidance
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Dec, 2023 | 68,974 | 8,658 | 8,686 | 5,889 | 164.9 | 61 | Feb 9, 2024 | J-GAAP |
| Dec, 2024 | 68,556 | 7,133 | 7,312 | 5,493 | 156.0 | 62 | Feb 14, 2025 | J-GAAP |
| Dec, 2025 Guidance | 73,020 | 8,325 | 8,529 | 5,482 | 157.0 | 63 | Feb 14, 2025 | J-GAAP |
| YoY | +6.5% | +16.7% | +16.6% | -0.2% | +0.6% |
Quarterly Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Operating Profit Margin | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Apr - Jun, 2024 | 16,524 | 1,908 | 1,989 | 1,323 | 37.6 | 11.5 | Aug 9, 2024 | J-GAAP |
| Jul - Sep, 2024 | 16,863 | 959 | 1,003 | 615 | 17.5 | 5.7 | Nov 8, 2024 | J-GAAP |
| Oct - Dec, 2024 | 18,036 | 1,910 | 1,988 | 1,353 | 38.4 | 10.6 | Feb 14, 2025 | J-GAAP |
| Jan - Mar, 2025 | 16,625 | 2,084 | 2,107 | 1,363 | 38.8 | 12.5 | May 9, 2025 | J-GAAP |
| Apr - Jun, 2025 | 18,097 | 2,100 | 2,153 | 1,479 | 42.3 | 11.6 | Aug 8, 2025 | J-GAAP |
| YoY | +9.5% | +10.1% | +8.2% | +11.8% | +12.5% |
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