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HODEN SEIMITSU KAKO KENKYUSHO, Ordinary Profit Forecast for the Fiscal Year Revised Upward to an Unexpected 10% Increase

Thu Oct 2, 2025 4:00 pm JST Earnings

6469 HODEN SEIMITSU KAKO KENKYUSHO CO.,LTD. 【J-GAAP】

Earnings Report

HODEN SEIMITSU KAKO KENKYUSHO CO.,LTD. <6469> [TSE Std] announced its financial results after the market closed on October 2nd (16:00). The consolidated ordinary profit for the cumulative second quarter of the fiscal year ending February 2026 (March to August) surged 4.2 times that of the same period last year, reaching 571 million yen, exceeded the previous forecast of 271 million yen.

In addition, the full-year forecast for consolidated ordinary profit has been revised upward 14.9%, from the previous forecast of 616 million yen to 708 million yen (compared to 643 million yen in the previous period), turning to a 10.1% increase in the consolidated ordinary profit outlook.

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 September to February period (second half) is expected to significant drop 72.9% from the same period last year to 137 million yen.

In the most recent three-month period, from June to August (2Q), the consolidated ordinary profit surged 3.3 times that of the same period last year, reaching 218 million yen. The operating profit margin significantly improved from 3.0% in the same period last year to 6.7%.

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Actual Results

Accumulated Results 2nd Quarter
Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Progress Rate vs. First Half Announce Accounting Standards
Mar - Aug, 2023 5,747 -33 -31 -6 -0.9 ー Oct 3, 2023 J-GAAP
Mar - Aug, 2024 5,952 166 137 80 7.6 21.3 Oct 3, 2024 J-GAAP
Mar - Aug, 2025 7,101 616 571 343 32.1 80.6 Oct 2, 2025 J-GAAP
YoY +19.3% +271.1% +316.8% +328.8% +324.6%

First Half Results vs. Previous Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar - Aug, 2025 Guidance 7,055 324 271 141 13.2 0 Jul 3, 2025 J-GAAP
Mar - Aug, 2025 Results 7,101 616 571 343 32.1 0 Oct 2, 2025 J-GAAP
Revision Rate +0.7% +90.1% +110.7% +143.3% +143.5%

Guidance Update

Full Year Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Feb, 2026 Prev 14,401 714 616 396 37.1 15 Apr 8, 2025 J-GAAP
Feb, 2026 New 14,101 800 708 427 40.0 15 Oct 2, 2025 J-GAAP
Revision Rate -2.1% +12.0% +14.9% +7.8% +7.8%

Current Period Guidance

Second Half Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Sep - Feb, 2024 6,946 523 506 503 47.1 12 Apr 8, 2025 J-GAAP
Sep - Feb, 2025 Guidance 7,000 184 137 84 7.9 15 Oct 2, 2025 J-GAAP
YoY +0.8% -64.8% -72.9% -83.3% -83.3%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Feb, 2024 12,160 230 169 231 32.5 7 Apr 9, 2024 J-GAAP
Feb, 2025 12,898 689 643 583 54.6 12 Apr 8, 2025 J-GAAP
Feb, 2026 Guidance 14,101 800 708 427 40.0 15 Oct 2, 2025 J-GAAP
YoY +9.3% +16.1% +10.1% -26.8% -26.8%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Jun - Aug, 2024 2,963 88 67 38 3.6 3.0 Oct 3, 2024 J-GAAP
Sep - Nov, 2024 3,274 148 144 110 10.3 4.5 Jan 14, 2025 J-GAAP
Dec - Feb, 2024 3,672 375 362 393 36.8 10.2 Apr 8, 2025 J-GAAP
Mar - May, 2025 3,574 380 353 201 18.9 10.6 Jul 3, 2025 J-GAAP
Jun - Aug, 2025 3,527 236 218 142 13.3 6.7 Oct 2, 2025 J-GAAP
YoY +19.0% +168.2% +225.4% +273.7% +269.7%

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