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PUNCH INDUSTRY, Ordinary Profit Forecast for First Half Revised Upward to an Unexpected 25% Increase, Full Year also Increased, Dividend Revised Upward by 0.14 Yen

Fri Aug 8, 2025 4:00 pm JST Earnings

6165 PUNCH INDUSTRY CO.,LTD. 【J-GAAP】

Earnings Report

PUNCH INDUSTRY CO.,LTD. <6165> [TSE Std] announced its financial results after the market closed on August 8th (16:00). The consolidated ordinary profit for the first quarter of the fiscal year ending March 2026 (April to June) decreased 5.6% from the same period last year to 0.33 billion yen.

However, the April to September period (first half) consolidated ordinary profit has been revised upward 65.2%, from the previous forecast of 0.46 billion yen to 0.76 billion yen (compared to 0.60 billion yen in the same period of the previous year), turning to a 25.4% increase in the consolidated ordinary profit outlook.

Following the strong performance in the first half, the full-year forecast for consolidated ordinary profit has been revised upward 19.5%, from the previous forecast of 1.13 billion yen to 1.35 billion yen (compared to 1.61 billion yen in the previous period), and the declining rate is expected to decrease from 29.9% to 16.3%.

At the same time, the dividend for the first half of this fiscal year has been increased from the original plan of 9.06 yen to 9.13 yen, and the dividend for the second half has also been revised upwards from the original plan of 9.06 yen to 9.13 yen. The annual dividend will be 18.26 yen (compared to 19.56 yen in the previous period).

In the most recent three-month period, from April to June (1Q), the operating profit margin improved from 3.1% in the same period last year to 3.8%.

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Actual Results

Accumulated Results 1st Quarter
Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Progress Rate vs. First Half Announce Accounting Standards
Apr - Jun, 2023 9,442 98 338 119 4.9 41.8 Aug 9, 2023 J-GAAP
Apr - Jun, 2024 9,660 303 358 143 5.9 59.1 Aug 8, 2024 J-GAAP
Apr - Jun, 2025 10,171 384 338 145 5.3 44.5 Aug 8, 2025 J-GAAP
YoY +5.3% +26.7% -5.6% +1.4% -10.1%

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 19,950 480 460 15 0.5 9.06 May 13, 2025 J-GAAP
Apr - Sep, 2025 New 20,500 800 760 240 8.7 9.13 Aug 8, 2025 J-GAAP
Revision Rate +2.8% +66.7% +65.2% +1,500.0% +1,514.8%

Full Year Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2026 Prev 39,880 1,150 1,130 180 6.5 18.12 May 13, 2025 J-GAAP
Mar, 2026 New 41,100 1,400 1,350 300 10.9 18.26 Aug 8, 2025 J-GAAP
Revision Rate +3.1% +21.7% +19.5% +66.7% +66.5%

Current Period Guidance

H1 Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Apr - Sep, 2024 19,989 692 606 212 8.7 9.80 Nov 12, 2024 J-GAAP
Apr - Sep, 2025 Guidance 20,500 800 760 240 8.7 9.13 Aug 8, 2025 J-GAAP
YoY +2.6% +15.6% +25.4% +13.2% +0.5%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 38,344 1,240 1,421 -577 -23.6 19.40 May 14, 2024 J-GAAP
Mar, 2025 40,822 1,685 1,613 868 33.7 19.56 May 13, 2025 J-GAAP
Mar, 2026 Guidance 41,100 1,400 1,350 300 10.9 18.26 Aug 8, 2025 J-GAAP
YoY +0.7% -16.9% -16.3% -65.4% -67.6%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Apr - Jun, 2024 9,660 303 358 143 5.9 3.1 Aug 8, 2024 J-GAAP
Jul - Sep, 2024 10,329 389 248 69 2.8 3.8 Nov 12, 2024 J-GAAP
Oct - Dec, 2024 10,293 480 588 412 16.3 4.7 Feb 13, 2025 J-GAAP
Jan - Mar, 2025 10,540 513 419 244 9.5 4.9 May 13, 2025 J-GAAP
Apr - Jun, 2025 10,171 384 338 145 5.3 3.8 Aug 8, 2025 J-GAAP
YoY +5.3% +26.7% -5.6% +1.4% -10.1%

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