TSE:2784Healthcare
Did Alfresa Holdings' (TSE:2784) Upgraded Profit Outlook and Expense Discipline Just Shift Its Investment Narrative?
Alfresa Holdings recently raised its consolidated earnings guidance for the six months ended September 30, 2025, forecasting net sales of ¥1.53 trillion, an operating profit of ¥16.2 billion, and earnings per share of ¥63.24, an increase from its earlier projections.
The company attributed these gains mainly to stricter expense control, delayed recognition of some costs, and an extraordinary profit from reducing cross-shareholdings.
We'll explore how expense discipline and gains from...