Daiwa, Net Income Forecast for the Fiscal Year Revised Upward to an Unexpected 15% Increase

About Information Provided on This Site

The information provided on our website 'Kabutan.com' is not intended to constitute investment solicitation or investment advisory services.
All investment decisions should be made at your own discretion and judgment.
The data on our website is provided by Tokyo Stock Exchange, Osaka Exchange, Nagoya Securities Exchange, JPX Market Innovation & Research, Japannext, and other sources.
Copyright of the Nikkei Stock Average belongs to Nikkei Inc. Stock price charts displayed on Kabutan.com are provided solely for the purpose of reviewing historical price movements of the securities.
These charts neither suggest nor guarantee future price movements of the securities and do not constitute recommendations to buy or sell.
In our financial results coverage, the term 'Surprise Results' identifies securities that demonstrate a significant degree of surprise in their earnings announcements.
This significance is quantitatively assessed based on multiple factors, including: the nature of the announcement (full-year or quarterly results); types of revisions (earnings or dividend forecasts); and numerical analysis comparing the announced results with both the company's previous forecasts and historical performance.
The 'Surprise Ranking' presents these results in order of their calculated surprise factor. Please note that neither these results nor rankings are intended to suggest or guarantee future performance of the listed securities, nor should they be construed as recommendations to buy or sell.

Tue Oct 7, 2025 3:30 pm JST Revision

8247 Daiwa Co.,Ltd. 【J-GAAP】

Guidance Update Report

Daiwa Co.,Ltd. <8247> [TSE Std] announced a performance revision after the market closed on October 7th (15:30). The consolidated net income forecast for the fiscal year ending February 2026 has been revised upward 2.2 times, from the previous forecast of 100 million yen to 220 million yen (compared to 192 million yen in the previous period), turning to a 14.6% increase in the consolidated net income outlook.

At the same time, the March to August period (first half) consolidated net income has been revised upward 3.8 times, from the previous forecast of 50 million yen to 190 million yen (compared to 159 million yen in the same period of the previous year), turning to a 19.5% increase in the consolidated net income outlook.

In addition, the year-end lump-sum dividend remains undecided.

Kabutan News

Guidance Update

First Half Update

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Mar - Aug, 2025 Prev	8,200	150	100	50	8.9	0	Apr 10, 2025	J-GAAP
Mar - Aug, 2025 New	7,990	155	170	190	33.9	0	Oct 7, 2025	J-GAAP
Revision Rate	-2.6%	+3.3%	+70.0%	+280.0%	+280.1%

Full Year Update

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Feb, 2026 Prev	16,500	320	150	100	17.8	－	Apr 10, 2025	J-GAAP
Feb, 2026 New	16,200	320	200	220	39.2	－	Oct 7, 2025	J-GAAP
Revision Rate	-1.8%	0.0%	+33.3%	+120.0%	+120.0%

Current Period Guidance

H1 Results

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Mar - Aug, 2024	8,189	126	136	159	28.5	0	Oct 10, 2024	J-GAAP
Mar - Aug, 2025 Guidance	7,990	155	170	190	33.9	0	Oct 7, 2025	J-GAAP
YoY	-2.4%	+23.0%	+25.0%	+19.5%	+19.0%

Current Period Guidance

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Feb, 2024	16,537	222	283	652	116.3	0	Apr 11, 2024	J-GAAP
Feb, 2025	16,434	195	142	192	34.3	0	Apr 10, 2025	J-GAAP
Feb, 2026 Guidance	16,200	320	200	220	39.2	－	Oct 7, 2025	J-GAAP
YoY	-1.4%	+64.1%	+40.8%	+14.6%	+14.2%