Daidoh Limited Revises H1 Earnings Forecast Down on Acquisition Costs
Daidoh Limited (TSE:3205) has lowered its earnings guidance for the six months ending September 30, 2026, citing one-time expenses tied to the consolidation of 4strengX Co., Ltd.
| Item | Before | After | Change |
|---|---|---|---|
| Revenue | JPY 19.1bn | JPY 18.8bn | -1.8% |
| Operating Profit | JPY 230M | JPY 120M | -47.8% |
| Ordinary Income | JPY 135M | JPY 90M | -33.3% |
| 親会社株主に帰属する当期純利益 | JPY 180M | JPY 130M | -27.8% |
| 1株当たり当期純利益 | JPY 6.60/share | JPY 4.74/share | JPY -1.86/share |
The company expects to record JPY 151M in acquisition-related costs within operating expenses during the second quarter as 4strengX becomes a consolidated subsidiary. While the first quarter benefited from earnings contributions by Japan Blue Co., Ltd., driving operating profit into positive territory, the second quarter will face headwinds from these one-time charges. Management noted that underlying business momentum remains intact, with adjusted EBITDA (operating profit before goodwill amortization) projected JPY 359M above the prior forecast.
The revision reflects a temporary earnings trough in the interim period rather than a deterioration in operational performance. Daidoh maintained its full-year earnings forecast unchanged, signaling confidence in a recovery during the second half as 4strengX contributions and existing business improvements offset the near-term acquisition costs. Investors should monitor third-quarter results for evidence of the anticipated earnings rebound and the profitability trajectory of the newly consolidated subsidiary.
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.