kabutan

ROHM, Net Income Forecast for the Fiscal Year Revised Upward by 29%

Thu Nov 6, 2025 3:30 pm JST Earnings

6963 ROHM COMPANY LIMITED 【J-GAAP】

Earnings Report

ROHM COMPANY LIMITED <6963> [TSE Prime] announced its financial results after the market closed on November 6th (15:30). The consolidated net income for the cumulative second quarter of the fiscal year ending March 2026 (April to September) surged 5.0 times that of the same period last year, reaching 10.3 billion yen.

In addition, the full-year forecast for consolidated net income has been revised upward 28.6%, from the previous forecast of 7.00 billion yen to 9.00 billion yen (compared to a loss of 50.0 billion yen in the previous period).

Based on the first-half performance announced by the company and the full-year plan, our calculation indicates that the consolidated net loss for the October to March period (second half) is expected to further decrease loss of 1.31 billion yen (compared to a loss of 52.1 billion yen in the same period last year).

In the most recent three-month period, from July to September (2Q), the consolidated net income/loss turned to a profit of 7.35 billion yen (compared to a loss of 1.39 billion yen in the same period last year). The operating profit/loss margin drastically improved from -2.0% in the same period last year to 5.8%.

Kabutan News

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 239,319 29,833 50,098 37,305 95.4 72.4 Nov 1, 2023 J-GAAP
Apr - Sep, 2024 232,022 -974 -129 2,068 5.4 ー Nov 7, 2024 J-GAAP
Apr - Sep, 2025 244,228 7,653 13,422 10,318 26.7 122.0 Nov 6, 2025 J-GAAP
YoY +5.3% － － +398.9% +398.7%

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 ー ー ー ー － － May 13, 2025 J-GAAP
Apr - Sep, 2025 Results 244,228 7,653 13,422 10,318 26.7 25 Nov 6, 2025 J-GAAP
Revision Rate － － － － －

Guidance Update

Full Year Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2026 Prev 440,000 4,000 11,000 7,000 18.1 50 May 13, 2025 J-GAAP
Mar, 2026 New 460,000 5,000 11,000 9,000 23.3 50 Nov 6, 2025 J-GAAP
Revision Rate +4.5% +25.0% 0.0% +28.6% +28.6%

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 216,444 -39,087 -29,569 -52,133 -135.1 25 May 13, 2025 J-GAAP
Oct - Mar, 2025 Guidance 215,772 -2,653 -2,422 -1,318 -3.4 25 Nov 6, 2025 J-GAAP
YoY -0.3% +93.2% +91.8% +97.5% +97.5%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 467,780 43,327 69,200 53,965 138.8 50 May 8, 2024 J-GAAP
Mar, 2025 448,466 -40,061 -29,698 -50,065 -129.8 50 May 13, 2025 J-GAAP
Mar, 2026 Guidance 460,000 5,000 11,000 9,000 23.3 50 Nov 6, 2025 J-GAAP
YoY +2.6% － － － －

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Jul - Sep, 2024 113,746 -2,244 -9,379 -1,395 -3.6 -2.0 Nov 7, 2024 J-GAAP
Oct - Dec, 2024 112,620 -10,106 445 -1,858 -4.9 -9.0 Feb 3, 2025 J-GAAP
Jan - Mar, 2025 103,824 -28,981 -30,014 -50,275 -130.3 -27.9 May 13, 2025 J-GAAP
Apr - Jun, 2025 116,205 195 2,484 2,966 7.7 0.2 Aug 4, 2025 J-GAAP
Jul - Sep, 2025 128,023 7,458 10,938 7,352 19.1 5.8 Nov 6, 2025 J-GAAP
YoY +12.6% － － － －

Related Articles