eREX Co.,Ltd. Revises Earnings Forecast — JPY 240.7bn Revenue Projected
eREX Co.,Ltd. (TSE:9517) has issued its first full-year earnings forecast for the fiscal year ending March 2027, citing improved visibility in electricity market conditions after months of uncertainty.
| Item | Before | After | Change |
|---|---|---|---|
| Revenue | — | JPY 240.7bn | — |
| Operating Profit | — | JPY 7.81bn | — |
| 税引前利益 | — | JPY 9.29bn | — |
| 親会社の所有 | — | — | — |
| 基本的1 | — | — | — |
The company had previously refrained from issuing a full-year forecast when announcing results in May 2026, citing extreme volatility in electricity prices driven by Middle East geopolitical tensions and fuel cost fluctuations. Management stated that electricity demand and pricing outlooks were too uncertain to provide reliable guidance at that time. With market conditions now stabilizing, eREX determined it could reasonably project both power prices and demand volumes for the full fiscal year.
The revised forecast signals substantial growth compared to the prior fiscal year, with revenue expected to rise approximately 42% from JPY 169.2bn. Operating profit (eigyo rieki) is projected at JPY 7.81bn, while pre-tax profit reaches JPY 9.29bn. The earnings per share forecast stands at JPY 69.32/share. The expansion reflects anticipated benefits from elevated electricity pricing in the energy market.
For investors, the forecast revision demonstrates management’s confidence in near-term market stabilization following an extended period of uncertainty. The 42% revenue growth projection underscores eREX’s exposure to favorable power pricing dynamics, though investors should note that electricity markets remain subject to geopolitical and supply-side shocks that could alter the outlook.
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.