Komori
Revisions to earnings forecast8704TRADERS HOLDINGS CO.,LTD.Financials (excluding banks)

Notice Concerning Revisions to Full-Year Consolidated Earnings Forecast (Upward Revision)

The full-year consolidated earnings forecast for the fiscal year ending March 2027 has been revised upward. Operating revenue has been raised by ¥2,000 million, operating profit and ordinary profit by ¥2,000 million each, and net income attributable to owners of the parent by ¥1,300 million.

Worth reading
77Important
Scored from 4 of 5 sections
Direction
Improvement
Direction inferred from the company’s description.
Scale
2000
¥ million
Wording
Avoiding a definitive answer
How definitive the wording is.

Revised forecast

Fiscal year ending March 2027 · Full yearPrevious forecast published 30 April 2026
Net Sales15,700→17,700million
+12.7%
Operating profit7,000→9,000million
+28.6%
Ordinary income7,000→9,000million
+28.6%
Profit attributable to owners of the parent4,800→6,100million
+27.1%
Net income per share—→—yen
—

The bar length represents the relative magnitude of change, based on the item that changed the most in this document.

Reason for the revision

The rise in short-term interest rates on the Turkish lira amid geopolitical risks, including heightened tensions in the Middle East, and the sharp fluctuations in the foreign exchange market following coordinated Japan-U.S. intervention in the second quarter and remarks by U.S. officials cautioning against yen depreciation created significant revenue opportunities, causing operating revenue for the cumulative second-quarter consolidated period to substantially exceed the previous forecast.

Previous-period resultsOperating revenue ¥13,218 million / Operating profit ¥6,161 million / Ordinary income ¥6,161 million / Profit attributable to owners of the parent 4,244 million yen / Net income per share ¥159.11
Dividend forecast revisionNo revision (fiscal year ending March 2027 year-end dividend forecast)
Consolidated / non-consolidatedConsolidated
Revised forecast
ItemDetails
Net Sales¥15,700 million → ¥17,700 million(+12.7%)
Operating profit¥7,000 million → ¥9,000 million(+28.6%)
Ordinary income¥7,000 million → ¥9,000 million(+28.6%)
Profit attributable to owners of the parent¥4,800 million → ¥6,100 million(+27.1%)
Net income per share¥179.95 → ¥230.12
Fiscal Period CoveredFiscal year ending March 2027
Period CoveredFull year
Publication date of previous forecast30 April 2026
Previous-period resultsOperating revenue ¥13,218 million / Operating profit ¥6,161 million / Ordinary income ¥6,161 million / Profit attributable to owners of the parent 4,244 million yen / Net income per share ¥159.11
Reason for the revisionThe rise in short-term interest rates on the Turkish lira amid geopolitical risks, including heightened tensions in the Middle East, and the sharp fluctuations in the foreign exchange market following coordinated Japan-U.S. intervention in the second quarter and remarks by U.S. officials cautioning against yen depreciation created significant revenue opportunities, causing operating revenue for the cumulative second-quarter consolidated period to substantially exceed the previous forecast.
Dividend forecast revisionNo revision (fiscal year ending March 2027 year-end dividend forecast)
Consolidated / non-consolidatedConsolidated
Items this document does not state (1)
Details and amount of extraordinary loss

These are items the company does not state in this document. We do not leave them blank, nor fill them in from other sources or by inference.

The reasons the company gives

The company's own explanation, not something inferred from the numbers.

The foreign exchange market experienced sharp fluctuations following the rise in short-term interest rates on the Turkish lira amid heightened tensions in the Middle East and other factors, as well as coordinated Japan-U.S. intervention in the second quarter and remarks by U.S. officials cautioning against yen depreciation, creating significant revenue opportunities. As operating revenue for the cumulative second-quarter consolidated period substantially exceeded the previous forecast, the profit forecasts were also raised.

How to read this page

This is not the documentKomori reads the disclosure the company filed and writes this summary. Figures are as stated by the company and are not audited.
Weight is not a verdictIt measures how much this changes what the company had already told the market. It is not a view on the shares.
Corrections happenIf the company reissues this disclosure, the page is rebuilt from the corrected version and the revision number moves up.
Notice Concerning Revisions to Full-Year Consolidated Earnings Forecast (Upward Revision) | TRADERS HOLDINGS CO.,LTD. (8704) timely disclosure | Komori