Hikari Business Form Co., Ltd. Revises Earnings Forecast — Operating Profit Up 66.7%

Hikari Business Form Co., Ltd. (TSE:3948) has raised its earnings forecast for the fiscal year ending December 2026, citing improved cost management and successful price pass-through initiatives.

ItemBeforeAfterChangeChange %
H1 2026 (Jan–Jun)
RevenueJPY 4,100MJPY 4,155MJPY 55M1.3%
Operating ProfitJPY 200MJPY 388MJPY 188M94.0%
Ordinary IncomeJPY 200MJPY 415MJPY 215M107.5%
Net ProfitJPY 140MJPY 270MJPY 130M92.9%
EPSJPY 26.02/shareJPY 50.22/shareJPY 24.20/share93.0%
Full Year 2026
RevenueJPY 7,700MJPY 7,700M
Operating ProfitJPY 300MJPY 500MJPY 200M66.7%
Ordinary IncomeJPY 300MJPY 500MJPY 200M66.7%
Net ProfitJPY 210MJPY 340MJPY 130M61.9%
EPSJPY 39.03/shareJPY 63.24/shareJPY 24.21/share62.0%

The company attributes the revision to three factors: successful price adjustments offsetting rising material, logistics, and labor costs; stabilized process management following consolidation of printing operations; and increased outsourcing of printing functions. These measures have reduced the cost of sales ratio, driving margin expansion despite flat revenue guidance.

The revision demonstrates improving operational efficiency. With revenue held steady at JPY 7.7bn while operating profit surges 66.7% to JPY 500M, Hikari Business Form is demonstrating stronger profit conversion. The first-half performance—showing operating profit nearly double the prior forecast—suggests the company’s cost optimization initiatives are gaining traction ahead of schedule.


Source: Original filing (TDnet) | 日本語版

This article is for informational purposes only and does not constitute investment advice. Always verify against the original filing.