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Semba Tohka Industries Co. ,Ltd, First Half Ordinary Profit Unexpectedly Revised Upward by 5%

Fri Nov 8, 2024 3:00 pm JST Earnings

2916 Semba Tohka Industries Co. ,Ltd 【J-GAAP】

Earnings Report

Semba Tohka Industries Co. ,Ltd <2916> [TSE-S] announced its financial results in the afternoon session on November 8th (15:00). The consolidated ordinary profit for the cumulative second quarter of the fiscal year ending March 2025 (April to September) increased by 4.9% from the same period last year, reaching 405 million yen, resulting in an increase in profits compared to the previous forecast of a 15.8% decrease.

However, The progress rate against the 900 million yen full-year plan was 45.0%, also falling below the five-year average of 59.5%.

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 expand by 34.1% from the same period last year, reaching 495 million yen.

In the most recent three-month period, from July to September (2Q), the consolidated ordinary profit grew by 11.8% from the same period last year, reaching 209 million yen. The operating profit margin improved from 1.8% in the same period last year to 3.6%.

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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 9,272 234 417 359 31.6 107.2 Nov 11, 2022 J-GAAP
Apr - Sep, 2023 9,442 259 386 303 26.7 51.1 Nov 10, 2023 J-GAAP
Apr - Sep, 2024 9,257 299 405 261 23.0 45.0 Nov 8, 2024 J-GAAP
YoY -2.0% +15.4% +4.9% -13.9% -13.9%

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 9,500 320 325 225 19.8 0 May 10, 2024 J-GAAP
Apr - Sep, 2024 Results 9,257 299 405 261 23.0 0 Nov 8, 2024 J-GAAP
Revision Rate -2.6% -6.6% +24.6% +16.0% +16.2%

Guidance Update

Full Year Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2025 Prev 19,800 880 900 650 57.1 15 May 10, 2024 J-GAAP
Mar, 2025 New 19,200 880 900 650 57.1 15 Nov 8, 2024 J-GAAP
Revision Rate -3.0% 0.0% 0.0% 0.0% 0.0%

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 9,695 431 369 192 16.9 15 May 10, 2024 J-GAAP
Oct - Mar, 2024 Guidance 9,943 581 495 389 34.2 15 Nov 8, 2024 J-GAAP
YoY +2.6% +34.8% +34.1% +102.6% +102.4%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2023 18,620 269 389 232 20.5 15 May 12, 2023 J-GAAP
Mar, 2024 19,137 690 755 495 43.5 15 May 10, 2024 J-GAAP
Mar, 2025 Guidance 19,200 880 900 650 57.1 15 Nov 8, 2024 J-GAAP
YoY +0.3% +27.5% +19.2% +31.3% +31.2%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Jul - Sep, 2023 4,677 84 187 156 13.8 1.8 Nov 10, 2023 J-GAAP
Oct - Dec, 2023 5,078 325 327 186 16.4 6.4 Feb 13, 2024 J-GAAP
Jan - Mar, 2024 4,617 106 42 6 0.5 2.3 May 10, 2024 J-GAAP
Apr - Jun, 2024 4,677 135 196 103 9.1 2.9 Aug 9, 2024 J-GAAP
Jul - Sep, 2024 4,580 164 209 158 13.9 3.6 Nov 8, 2024 J-GAAP
YoY -2.1% +95.2% +11.8% +1.3% +1.2%

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