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FUJI SEIKI, Ordinary Profit Forecast for the Fiscal Year Revised Upward by 18%
6400 FUJI SEIKI CO.,LTD. 【J-GAAP】
Earnings ReportFUJI SEIKI CO.,LTD. <6400> [TSE Std] 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) expanded 297 million yen, an increase 84.5% compared to the same period last year, exceeded the previous forecast of 205 million yen.
In addition, the full-year forecast for consolidated ordinary profit has been revised upward 18.3%, from the previous forecast of 367 million yen to 434 million yen (compared to 328 million yen in the previous period), increasing the growth rate from 11.9% to 32.3%.
Based on the first-half performance announced by the company and the full-year plan, our calculation indicates that the consolidated ordinary profit for the July to December period (second half) is expected to decrease 18.0% from the same period last year to 137 million yen.
In the most recent three-month period, from April to June (2Q), the consolidated ordinary profit increased 87.7% from the same period last year, reaching 137 million yen. The operating profit margin improved from 4.0% in the same period last year to 6.2%.
Kabutan News
Actual Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Progress Rate vs. First Half | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Jan - Jun, 2023 | 4,080 | 150 | 125 | 47 | 5.9 | 31.5 | Aug 9, 2023 | J-GAAP |
| Jan - Jun, 2024 | 4,075 | 198 | 161 | 58 | 7.2 | 49.1 | Aug 14, 2024 | J-GAAP |
| Jan - Jun, 2025 | 4,418 | 273 | 297 | 174 | 21.5 | 68.4 | Aug 8, 2025 | J-GAAP |
| YoY | +8.4% | +37.9% | +84.5% | +200.0% | +200.1% |
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 | 4,522 | 220 | 205 | 125 | 15.4 | 0 | Feb 14, 2025 | J-GAAP |
| Jan - Jun, 2025 Results | 4,418 | 273 | 297 | 174 | 21.5 | 0 | Aug 8, 2025 | J-GAAP |
| Revision Rate | -2.3% | +24.1% | +44.9% | +39.2% | +39.2% |
Guidance Update
Full Year Update
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Dec, 2025 Prev | 8,819 | 405 | 367 | 226 | 27.9 | 7 | Feb 14, 2025 | J-GAAP |
| Dec, 2025 New | 8,819 | 440 | 434 | 247 | 30.5 | 7 | Aug 8, 2025 | J-GAAP |
| Revision Rate | 0.0% | +8.6% | +18.3% | +9.3% | +9.3% |
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 | 4,176 | 206 | 167 | 81 | 10.0 | 7 | Feb 14, 2025 | J-GAAP |
| Jul - Dec, 2025 Guidance | 4,401 | 167 | 137 | 73 | 9.0 | 7 | Aug 8, 2025 | J-GAAP |
| YoY | +5.4% | -18.9% | -18.0% | -9.9% | -10.1% |
Current Period Guidance
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Dec, 2023 | 8,263 | 424 | 397 | 232 | 28.7 | 7 | Feb 14, 2024 | J-GAAP |
| Dec, 2024 | 8,251 | 404 | 328 | 139 | 17.2 | 7 | Feb 14, 2025 | J-GAAP |
| Dec, 2025 Guidance | 8,819 | 440 | 434 | 247 | 30.5 | 7 | Aug 8, 2025 | J-GAAP |
| YoY | +6.9% | +8.9% | +32.3% | +77.7% | +77.4% |
Quarterly Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Operating Profit Margin | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Apr - Jun, 2024 | 1,928 | 78 | 73 | 9 | 1.1 | 4.0 | Aug 14, 2024 | J-GAAP |
| Jul - Sep, 2024 | 2,132 | 83 | 102 | 52 | 6.5 | 3.9 | Nov 14, 2024 | J-GAAP |
| Oct - Dec, 2024 | 2,044 | 123 | 65 | 29 | 3.6 | 6.0 | Feb 14, 2025 | J-GAAP |
| Jan - Mar, 2025 | 2,254 | 138 | 160 | 105 | 13.1 | 6.1 | May 15, 2025 | J-GAAP |
| Apr - Jun, 2025 | 2,164 | 135 | 137 | 69 | 8.5 | 6.2 | Aug 8, 2025 | J-GAAP |
| YoY | +12.2% | +73.1% | +87.7% | +666.7% | +667.6% |
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