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Ferrotec Holdings, Ordinary Profit Forecast for the Fiscal Year Revised Upward by 8%

Fri Nov 14, 2025 3:30 pm JST Earnings

6890 Ferrotec Corporation 【J-GAAP】

Earnings Report

Ferrotec Corporation <6890> [TSE Std] announced its financial results after the market closed on November 14th (15:30). The consolidated ordinary profit for the cumulative second quarter of the fiscal year ending March 2026 (April to September) decreased 16.5% from the same period last year to 12.9 billion yen.

However, the full-year forecast for consolidated ordinary profit has been revised upward 7.7%, from the previous forecast of 26.0 billion yen to 28.0 billion yen (compared to 25.5 billion yen in the previous period), increasing the growth rate from 1.7% to 9.6%.

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 October to March period (second half) is expected to expand 49.5% from the same period last year, reaching 15.0 billion yen.

In the most recent three-month period, from July to September (2Q), the consolidated ordinary profit amounted to 7.05 billion yen, a 2.7% decrease compared to the same period last year. However, the operating profit margin improved from 9.8% in the same period last year to 10.6%.

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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
Apr - Sep, 2023 105,494 13,035 15,217 8,390 178.8 57.3 Nov 14, 2023 J-GAAP
Apr - Sep, 2024 135,157 14,251 15,470 9,190 195.5 60.5 Nov 14, 2024 J-GAAP
Apr - Sep, 2025 140,980 14,333 12,923 6,308 134.7 46.2 Nov 14, 2025 J-GAAP
YoY +4.3% +0.6% -16.5% -31.4% -31.1%

First Half Results vs. Previous Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Apr - Sep, 2025 Guidance 135,000 13,000 12,000 7,000 149.5 74 May 15, 2025 J-GAAP
Apr - Sep, 2025 Results 140,980 14,333 12,923 6,308 134.7 74 Nov 14, 2025 J-GAAP
Revision Rate +4.4% +10.3% +7.7% -9.9% -9.8%

Guidance Update

Full Year Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2026 Prev 285,000 28,000 26,000 16,000 341.6 148 May 15, 2025 J-GAAP
Mar, 2026 New 285,000 30,000 28,000 16,000 341.6 148 Nov 14, 2025 J-GAAP
Revision Rate 0.0% +7.1% +7.7% 0.0% 0.0%

Current Period Guidance

Second Half Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Oct - Mar, 2024 139,233 9,838 10,088 6,502 138.5 86 May 15, 2025 J-GAAP
Oct - Mar, 2025 Guidance 144,020 15,667 15,077 9,692 206.9 74 Nov 14, 2025 J-GAAP
YoY +3.4% +59.2% +49.5% +49.1% +49.5%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 222,430 24,872 26,537 15,154 322.7 100 May 15, 2024 J-GAAP
Mar, 2025 274,390 24,089 25,558 15,692 334.1 141 May 15, 2025 J-GAAP
Mar, 2026 Guidance 285,000 30,000 28,000 16,000 341.6 148 Nov 14, 2025 J-GAAP
YoY +3.9% +24.5% +9.6% +2.0% +2.2%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Jul - Sep, 2024 74,047 7,236 7,253 4,341 92.3 9.8 Nov 14, 2024 J-GAAP
Oct - Dec, 2024 67,208 5,445 5,046 3,422 72.8 8.1 Feb 14, 2025 J-GAAP
Jan - Mar, 2025 72,025 4,393 5,042 3,080 65.6 6.1 May 15, 2025 J-GAAP
Apr - Jun, 2025 68,899 6,672 5,864 2,674 57.1 9.7 Aug 14, 2025 J-GAAP
Jul - Sep, 2025 72,081 7,661 7,059 3,634 77.6 10.6 Nov 14, 2025 J-GAAP
YoY -2.7% +5.9% -2.7% -16.3% -15.9%

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