Alfresa Holdings lifts full-year profit forecast on securities sale

Alfresa Holdings Corporation announced on November 6, 2025, a revision to its consolidated performance forecast for fiscal 2025 (April 1, 2025 - March 31, 2026). The company expects profit attributable to owners of the parent to increase by 11,000 million yen, or 44.0%, from 25,000 million yen to 36,000 million yen. This revision is primarily due to an anticipated extraordinary profit from the sale of investment securities, part of efforts to reduce cross-shareholdings. Net sales, operating profit, and ordinary profit forecasts remain unchanged at 3,107,000 million yen, 37,100 million yen, and 39,700 million yen, respectively.

This adjustment is further detailed in the Consolidated Financial Results for the Six Months Ended September 30, 2025, which confirm strong interim performance. While net sales for the six months ended September 30, 2025, increased by 5.0% to 1,529,762 million yen, profit attributable to owners of parent declined by 18.1% to 11,521 million yen. However, the subsequent sale of investment securities, approved by the board of directors on September 29, 2025, is expected to generate approximately 15,000 million yen in extraordinary profit by December 2025.

The company's full-year dividend forecast also sees an increase, with the second quarter-end dividend rising to 34.00 yen per share, contributing to a projected annual dividend of 68.00 yen per share for fiscal 2026. This upward revision reflects the company's strategic financial management and ongoing efforts to enhance asset efficiency.