Hobonichi Co.,Ltd. (TSE: 3560) told the Tokyo Stock Exchange on September 17 that its board had approved an upward revision to full-year guidance for the year ending August 31, 2026, first issued in October 2025.
The company now expects sales of ¥10.60bn, up from ¥9.50bn, and operating income of ¥1.07bn, up from ¥680mn, a 56.8% increase. Ordinary income rises to ¥1.09bn and net income to ¥709mn, up 47.7% from the ¥480mn previously projected, with per-share earnings guidance moving to ¥305.37 from ¥206.79.
| Metric | Previous Forecast | Revised Forecast | Change |
|---|---|---|---|
| Sales | ¥9.50bn | ¥10.60bn | +11.5% |
| Operating income | ¥680mn | ¥1.07bn | +56.8% |
| Ordinary income | ¥680mn | ¥1.09bn | +60.1% |
| Net income | ¥480mn | ¥709mn | +47.7% |
| Earnings per share | ¥206.79 | ¥305.37 | - |
The trigger is not this year's sales of the current "Hobonichi Techo 2026" planner, which the company said ran only slightly ahead of plan, not enough on its own to justify a revision. Instead, wholesale orders for the "Hobonichi Techo 2027" edition, which went out to distributors in August 2026 at the tail end of the fiscal year, came in 30.9% above the same period a year earlier domestically and 108.2% higher overseas. Those figures are orders booked by wholesalers, not confirmed sales to end consumers.
The same day, Hobonichi separately disclosed it is switching from standalone to consolidated reporting starting with this fiscal year, after Hobonichi Inc. became a specified subsidiary through a capital increase disclosed in June. Its first consolidated forecast, built directly on the revised standalone numbers, projects sales of ¥10.73bn and net income attributable to owners of the parent of ¥740mn.