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SERENDIP HOLDINGS, Net Income Forecast for the Fiscal Year Revised Upward to an Unexpected 87% Increase, Raises Record High Profit

Tue Nov 11, 2025 3:30 pm JST Earnings

7318 SERENDIP HOLDINGS Co.,Ltd. 【J-GAAP】

Earnings Report

SERENDIP HOLDINGS Co.,Ltd. <7318> [TSE Growth] announced its financial results after the market closed on November 11th (15:30). The consolidated net income for the cumulative second quarter of the fiscal year ending March 2026 (April to September) surged 17 times that of the same period last year, reaching 3.06 billion yen.

In addition, the full-year forecast for consolidated net income has been revised upward 3.5 times, from the previous forecast of 1.10 billion yen to 3.90 billion yen (compared to 2.08 billion yen in the previous period), record profits reach three consecutive terms, turning to an 86.8% increase in the consolidated net income outlook.

Based on the first-half performance announced by the company and the full-year plan, our calculation indicates that the consolidated net income for the October to March period (second half) is expected to significant drop 56.3% from the same period last year to 0.83 billion yen.

In the most recent three-month period, from July to September (2Q), the consolidated net income surged 38 times that of the same period last year, reaching 2.70 billion yen. However, the operating profit margin worsened from 2.9% in the same period last year to 1.7%.

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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
Apr - Sep, 2023 9,493 397 469 378 21.9 78.8 Nov 9, 2023 J-GAAP
Apr - Sep, 2024 9,795 291 397 177 9.9 54.0 Nov 6, 2024 J-GAAP
Apr - Sep, 2025 19,290 699 585 3,064 168.4 26.8 Nov 11, 2025 J-GAAP
YoY +96.9% +140.2% +47.4% +1,631.1% +1,608.3%

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 － 0 May 12, 2025 J-GAAP
Apr - Sep, 2025 Results 19,290 699 585 3,064 168.4 0 Nov 11, 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 40,000 1,800 1,850 1,100 59.9 0 May 12, 2025 J-GAAP
Mar, 2026 New 50,000 2,250 2,180 3,900 212.4 0 Nov 11, 2025 J-GAAP
Revision Rate +25.0% +25.0% +17.8% +254.5% +254.5%

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 15,329 443 338 1,911 105.8 0 May 12, 2025 J-GAAP
Oct - Mar, 2025 Guidance 30,710 1,551 1,595 836 45.5 0 Nov 11, 2025 J-GAAP
YoY +100.3% +250.1% +371.9% -56.3% -57.0%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 19,787 477 595 518 29.6 0 May 8, 2024 J-GAAP
Mar, 2025 25,124 734 735 2,088 115.6 0 May 12, 2025 J-GAAP
Mar, 2026 Guidance 50,000 2,250 2,180 3,900 212.4 0 Nov 11, 2025 J-GAAP
YoY +99.0% +206.5% +196.6% +86.8% +83.7%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Jul - Sep, 2024 4,991 147 199 72 4.0 2.9 Nov 6, 2024 J-GAAP
Oct - Dec, 2024 5,663 197 65 2,316 128.3 3.5 Feb 12, 2025 J-GAAP
Jan - Mar, 2025 9,666 246 273 -405 -22.4 2.5 May 12, 2025 J-GAAP
Apr - Jun, 2025 9,345 529 557 357 19.8 5.7 Aug 8, 2025 J-GAAP
Jul - Sep, 2025 9,945 170 28 2,707 148.8 1.7 Nov 11, 2025 J-GAAP
YoY +99.3% +15.6% -85.9% +3,659.7% +3,611.2%

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