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Fibergate, The Current Fiscal Year Ordinary Profit Revised Downward to an Unexpected 27% Decrease
9450 Fibergate Inc. 【J-GAAP】
Earnings ReportFibergate Inc. <9450> [TSE Prime] announced its financial results after the market closed on May 14th (15:30). The consolidated ordinary profit for the cumulative third quarter of the fiscal year ending June 2025 (July 2024 to March 2025) decreased 20.3% from the same period last year to 1.51 billion yen.
In addition, the full-year consolidated ordinary profit has decreased 33.1%, from the previous forecast of 2.6 billion yen to 1.74 billion yen (compared to 2.39 billion yen in the previous period). This changes the outlook from an anticipated profit increase to a projection of a 27.3% decrease in profit.
Based on the full-year plan announced by the company after the downward revision, our estimate of the consolidated ordinary profit for the January to June period (2H) has decreased 52.7%, from the previous forecast of 1.63 billion yen to 0.77 billion yen (compared to 1.27 billion yen in the same period of the previous year). This changes the outlook from an anticipated profit increase to a projection of a 39.7% decrease in profit.
In the most recent three-month period, from January to March (3Q), the consolidated ordinary profit dropped to 0.54 billion yen, a 30.3% decrease compared to the same period last year. The operating profit margin decreased from 21.0% in the same period last year to 16.6%.
Kabutan News
Actual Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Progress Rate vs. First Half | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Jul - Mar, 2022 | 8,228 | 1,737 | 1,719 | 1,176 | 57.7 | 75.1 | May 15, 2023 | J-GAAP |
| Jul - Mar, 2023 | 9,537 | 1,882 | 1,896 | 1,256 | 61.9 | 79.2 | May 14, 2024 | J-GAAP |
| Jul - Mar, 2024 | 9,822 | 1,522 | 1,512 | 1,024 | 50.5 | 86.9 | May 14, 2025 | J-GAAP |
| YoY | +3.0% | -19.1% | -20.3% | -18.5% | -18.3% |
Guidance Update
Second Half Update
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Jan - Jun, 2025 Prev | 7,814 | 1,641 | 1,631 | 996 | 49.5 | 13.50 | Feb 14, 2025 | J-GAAP |
| Jan - Jun, 2025 New | 6,144 | 771 | 771 | 496 | 24.7 | 13.50 | May 14, 2025 | J-GAAP |
| Revision Rate | -21.4% | -53.0% | -52.7% | -50.2% | -50.2% |
Full Year Update
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Jun, 2025 Prev | 14,370 | 2,620 | 2,600 | 1,650 | 82.0 | 27 | Aug 14, 2024 | J-GAAP |
| Jun, 2025 New | 12,700 | 1,750 | 1,740 | 1,150 | 57.2 | 27 | May 14, 2025 | J-GAAP |
| Revision Rate | -11.6% | -33.2% | -33.1% | -30.3% | -30.3% |
Current Period Guidance
Second Half Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Jan - Jun, 2024 | 6,807 | 1,289 | 1,278 | 836 | 41.2 | 12.50 | Aug 14, 2024 | J-GAAP |
| Jan - Jun, 2025 Guidance | 6,144 | 771 | 771 | 496 | 24.7 | 13.50 | May 14, 2025 | J-GAAP |
| YoY | -9.7% | -40.2% | -39.7% | -40.7% | -40.2% |
Current Period Guidance
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Jun, 2023 | 12,795 | 2,320 | 2,290 | 1,482 | 72.7 | 10 | Aug 14, 2023 | J-GAAP |
| Jun, 2024 | 12,613 | 2,387 | 2,395 | 1,567 | 77.2 | 17.50 | Aug 14, 2024 | J-GAAP |
| Jun, 2025 Guidance | 12,700 | 1,750 | 1,740 | 1,150 | 57.2 | 27 | May 14, 2025 | J-GAAP |
| YoY | +0.7% | -26.7% | -27.3% | -26.6% | -26.0% |
Quarterly Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Operating Profit Margin | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Jan - Mar, 2024 | 3,731 | 784 | 779 | 525 | 25.9 | 21.0 | May 14, 2024 | J-GAAP |
| Apr - Jun, 2024 | 3,076 | 505 | 499 | 311 | 15.3 | 16.4 | Aug 14, 2024 | J-GAAP |
| Jul - Sep, 2024 | 3,054 | 463 | 458 | 310 | 15.3 | 15.2 | Nov 14, 2024 | J-GAAP |
| Oct - Dec, 2024 | 3,502 | 516 | 511 | 344 | 17.0 | 14.7 | Feb 14, 2025 | J-GAAP |
| Jan - Mar, 2025 | 3,266 | 543 | 543 | 370 | 18.3 | 16.6 | May 14, 2025 | J-GAAP |
| YoY | -12.5% | -30.7% | -30.3% | -29.5% | -29.4% |
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