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EBARA, Net Income Forecast for the Fiscal Year Revised Upward by 2%, Raises Record High Profit Forecast
6361 EBARA CORPORATION 【IFRS】
Earnings ReportEBARA CORPORATION <6361> [TSE Prime] announced its financial results (based on IFRS) after the market closed on November 13th (15:30). The consolidated net income for the cumulative third quarter of the fiscal year ending December 2025 (January to September) increased 8.9% from the same period last year, reaching 44.6 billion yen.
In addition, the full-year forecast for consolidated net income has been revised upward 2.2%, from the previous forecast of 72.4 billion yen to 74.0 billion yen (compared to 71.4 billion yen in the previous period), increasing the growth rate from 1.4% to 3.6%, further surpassing the previous forecast of record-high profits for five 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 July to December period (second half) is expected to increase 3.9%, from the previous forecast of 41.0 billion yen to 42.6 billion yen (compared to 42.1 billion yen in the same period of the previous year), turning to a 1.1% increase in the consolidated net income outlook.
In the most recent three-month period, from July to September (3Q), the consolidated net income grew 12.9% from the same period last year, reaching 13.3 billion yen. However, the operating profit margin worsened from 9.5% in the same period last year to 9.1%.
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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 - Sep, 2023 | 551,215 | 56,955 | 56,856 | 34,905 | 75.7 | 67.1 | Nov 14, 2023 | IFRS |
| Jan - Sep, 2024 | 604,333 | 59,827 | 60,009 | 41,035 | 88.9 | 60.1 | Nov 14, 2024 | IFRS |
| Jan - Sep, 2025 | 663,555 | 69,541 | 66,227 | 44,683 | 96.8 | 62.9 | Nov 13, 2025 | IFRS |
| YoY | +9.8% | +16.2% | +10.4% | +8.9% | +8.9% |
Guidance Update
Second Half Update
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Jul - Dec, 2025 Prev | 451,232 | 52,438 | 55,368 | 41,059 | 89.9 | 28 | Aug 14, 2025 | IFRS |
| Jul - Dec, 2025 New | 478,232 | 59,938 | 59,168 | 42,659 | 93.4 | 28 | Nov 13, 2025 | IFRS |
| Revision Rate | +6.0% | +14.3% | +6.9% | +3.9% | +3.9% |
Full Year Update
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Dec, 2025 Prev | 900,000 | 102,500 | 101,500 | 72,400 | 158.4 | 56 | Aug 14, 2025 | IFRS |
| Dec, 2025 New | 927,000 | 110,000 | 105,300 | 74,000 | 161.9 | 56 | Nov 13, 2025 | IFRS |
| Revision Rate | +3.0% | +7.3% | +3.7% | +2.2% | +2.2% |
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 | 472,132 | 58,002 | 57,702 | 42,185 | 91.4 | 32 | Feb 14, 2025 | IFRS |
| Jul - Dec, 2025 Guidance | 478,232 | 59,938 | 59,168 | 42,659 | 93.4 | 28 | Nov 13, 2025 | IFRS |
| YoY | +1.3% | +3.3% | +2.5% | +1.1% | +2.2% |
Current Period Guidance
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Dec, 2023 | 759,328 | 86,025 | 84,733 | 60,283 | 130.7 | 45.80 | Feb 14, 2024 | IFRS |
| Dec, 2024 | 866,668 | 97,953 | 99,852 | 71,401 | 154.6 | 55 | Feb 14, 2025 | IFRS |
| Dec, 2025 Guidance | 927,000 | 110,000 | 105,300 | 74,000 | 161.9 | 56 | Nov 13, 2025 | IFRS |
| YoY | +7.0% | +12.3% | +5.5% | +3.6% | +4.7% |
Quarterly Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Operating Profit Margin | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Jul - Sep, 2024 | 209,797 | 19,876 | 17,859 | 11,819 | 25.6 | 9.5 | Nov 14, 2024 | IFRS |
| Oct - Dec, 2024 | 262,335 | 38,126 | 39,843 | 30,366 | 65.8 | 14.5 | Feb 14, 2025 | IFRS |
| Jan - Mar, 2025 | 212,650 | 22,601 | 23,086 | 15,789 | 34.2 | 10.6 | May 15, 2025 | IFRS |
| Apr - Jun, 2025 | 236,118 | 27,461 | 23,046 | 15,552 | 33.7 | 11.6 | Aug 14, 2025 | IFRS |
| Jul - Sep, 2025 | 214,787 | 19,479 | 20,095 | 13,342 | 28.9 | 9.1 | Nov 13, 2025 | IFRS |
| YoY | +2.4% | -2.0% | +12.5% | +12.9% | +12.9% |
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