SCREEN Holdings Co., Ltd., The Current Fiscal Year Ordinary Profit Revised Upward by 8%, Adds to Record High Profit Forecast, Dividend Revised Upward by 14 yen

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Thu Oct 31, 2024 3:30 pm JST Earnings

7735 SCREEN Holdings Co., Ltd. 【J-GAAP】

Earnings Report

SCREEN Holdings Co., Ltd. <7735> [TSE-P] announced its financial results after the market closed on October 31st (15:30). The consolidated ordinary profit for the cumulative second quarter of the fiscal year ending March 2025 (April to September) expanded to 58.6 billion yen, an increase of 49.0% compared to the same period last year.

In addition, the full-year consolidated ordinary profit has been revised upward by 8.1%, from the previous forecast of 105 billion yen to 113 billion yen (compared to 94.2 billion yen in the previous period), increasing the growth rate from 11.4% to 20.4%, further surpassing the previous forecast of record-high profits for four consecutive terms.

Based on the first-half performance announced by the company and the full-year plan, our calculation indicates that the consolidated ordinary profit for the October to March period (second half) is expected to nearly flat at 54.8 billion yen, down 0.1% from the same period last year.

In light of the strong performance, the company has increased its planned annual dividend for the current fiscal year from the original plan of 233 yen to 247 yen.

In the most recent three-month period, from July to September (2Q), the consolidated ordinary profit grew by 19.7% from the same period last year, reaching 30.7 billion yen. The operating profit margin rose from 20.3% in the same period last year to 21.3%.

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Actual Results

Accumulated Results 2nd Quarter

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Progress Rate vs. First Half	Announce	Accounting Standards
Apr - Sep, 2022	218,404	38,172	38,690	29,691	315.0	50.0	Oct 28, 2022	J-GAAP
Apr - Sep, 2023	223,260	38,550	39,374	26,347	277.8	41.8	Oct 31, 2023	J-GAAP
Apr - Sep, 2024	277,399	58,231	58,650	38,838	399.5	51.7	Oct 31, 2024	J-GAAP
YoY	+24.2%	+51.1%	+49.0%	+47.4%	+43.8%

First Half Results vs. Previous Guidance

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Apr - Sep, 2024 Guidance	280,500	53,000	53,000	35,000	360.4	109	Jul 26, 2024	J-GAAP
Apr - Sep, 2024 Results	277,399	58,231	58,650	38,838	399.5	120	Oct 31, 2024	J-GAAP
Revision Rate	-1.1%	+9.9%	+10.7%	+11.0%	+10.8%

Guidance Update

Full Year Update

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Mar, 2025 Prev	564,500	105,000	105,000	75,000	770.3	233	Jul 26, 2024	J-GAAP
Mar, 2025 New	577,000	113,500	113,500	80,000	821.7	247	Oct 31, 2024	J-GAAP
Revision Rate	+2.2%	+8.1%	+8.1%	+6.7%	+6.7%

Current Period Guidance

Second Half Results

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Oct - Mar, 2023	281,656	55,614	54,905	44,232	465.1	140	May 9, 2024	J-GAAP
Oct - Mar, 2024 Guidance	299,601	55,269	54,850	41,162	422.8	127	Oct 31, 2024	J-GAAP
YoY	+6.4%	-0.6%	-0.1%	-6.9%	-9.1%

Current Period Guidance

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Mar, 2023	460,834	76,452	77,393	57,491	608.2	182.50	May 10, 2023	J-GAAP
Mar, 2024	504,916	94,164	94,279	70,579	742.1	223.50	May 9, 2024	J-GAAP
Mar, 2025 Guidance	577,000	113,500	113,500	80,000	821.7	247	Oct 31, 2024	J-GAAP
YoY	+14.3%	+20.5%	+20.4%	+13.3%	+10.7%

Quarterly Results

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Operating Profit Margin	Announce	Accounting Standards
Jul - Sep, 2023	123,570	25,132	25,691	16,919	178.4	20.3	Oct 31, 2023	J-GAAP
Oct - Dec, 2023	124,571	25,141	25,316	18,250	192.4	20.2	Jan 31, 2024	J-GAAP
Jan - Mar, 2024	157,085	30,473	29,589	25,982	273.2	19.4	May 9, 2024	J-GAAP
Apr - Jun, 2024	134,217	27,768	27,893	18,215	187.6	20.7	Jul 26, 2024	J-GAAP
Jul - Sep, 2024	143,182	30,463	30,757	20,623	212.1	21.3	Oct 31, 2024	J-GAAP
YoY	+15.9%	+21.2%	+19.7%	+21.9%	+18.9%