ARAYA INDUSTRIAL CO.,LTD., First Half Ordinary Profit Decreases by 38%, July-September Ordinary Profit Decreases by 28%

About Information Provided on This Site

The information provided on our website 'Kabutan.com' is not intended to constitute investment solicitation or investment advisory services.
All investment decisions should be made at your own discretion and judgment.
The data on our website is provided by Tokyo Stock Exchange, Osaka Exchange, Nagoya Securities Exchange, JPX Market Innovation & Research, Japannext, and other sources.
Copyright of the Nikkei Stock Average belongs to Nikkei Inc. Stock price charts displayed on Kabutan.com are provided solely for the purpose of reviewing historical price movements of the securities.
These charts neither suggest nor guarantee future price movements of the securities and do not constitute recommendations to buy or sell.
In our financial results coverage, the term 'Surprise Results' identifies securities that demonstrate a significant degree of surprise in their earnings announcements.
This significance is quantitatively assessed based on multiple factors, including: the nature of the announcement (full-year or quarterly results); types of revisions (earnings or dividend forecasts); and numerical analysis comparing the announced results with both the company's previous forecasts and historical performance.
The 'Surprise Ranking' presents these results in order of their calculated surprise factor. Please note that neither these results nor rankings are intended to suggest or guarantee future performance of the listed securities, nor should they be construed as recommendations to buy or sell.

Fri Nov 8, 2024 4:00 pm JST Earnings

7305 ARAYA INDUSTRIAL CO.,LTD. 【J-GAAP】

Earnings Report

ARAYA INDUSTRIAL CO.,LTD. <7305> [TSE-S] announced its financial results after the market closed on November 8th (16:00). The consolidated ordinary profit for the cumulative second quarter of the fiscal year ending March 2025 (April to September) dropped by 38.3% from the same period last year to 923 million yen. The progress rate against the 2.4 billion yen full-year plan was 38.5%, also falling below the five-year average of 43.4%.

Based on the first-half performance announced by the company and the unchanged full-year plan, our calculation indicates that the consolidated ordinary profit for the October to March period (second half) is expected to expand by 39.1% from the same period last year, reaching 1.47 billion yen.

In the most recent three-month period, from July to September (2Q), the consolidated ordinary profit decreased to 408 million yen, a 27.5% decrease compared to the same period last year. The operating profit margin worsened from 4.6% in the same period last year to 4.0%.

Kabutan News

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	23,117	2,558	2,875	1,863	334.7	58.1	Nov 11, 2022	J-GAAP
Apr - Sep, 2023	22,362	1,131	1,496	978	175.8	58.5	Nov 10, 2023	J-GAAP
Apr - Sep, 2024	21,510	763	923	685	123.2	38.5	Nov 8, 2024	J-GAAP
YoY	-3.8%	-32.5%	-38.3%	-30.0%	-29.9%

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	20,700	900	1,000	700	125.8	100	May 14, 2024	J-GAAP
Apr - Sep, 2024 Results	21,510	763	923	685	123.2	100	Nov 8, 2024	J-GAAP
Revision Rate	+3.9%	-15.2%	-7.7%	-2.1%	-2.0%

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	22,194	922	1,062	713	128.2	155	May 14, 2024	J-GAAP
Oct - Mar, 2024 Guidance	21,190	1,437	1,477	1,015	182.3	200	Nov 8, 2024	J-GAAP
YoY	-4.5%	+55.9%	+39.1%	+42.4%	+42.3%

Current Period Guidance

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Mar, 2023	46,426	4,628	4,946	3,060	549.9	120	May 12, 2023	J-GAAP
Mar, 2024	44,556	2,053	2,558	1,691	303.9	155	May 14, 2024	J-GAAP
Mar, 2025 Guidance	42,700	2,200	2,400	1,700	305.4	300	May 14, 2024	J-GAAP
YoY	-4.2%	+7.2%	-6.2%	+0.5%	+0.5%

Quarterly Results

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Operating Profit Margin	Announce	Accounting Standards
Jul - Sep, 2023	10,857	504	563	320	57.5	4.6	Nov 10, 2023	J-GAAP
Oct - Dec, 2023	11,582	562	585	411	73.9	4.9	Feb 9, 2024	J-GAAP
Jan - Mar, 2024	10,612	360	477	302	54.3	3.4	May 14, 2024	J-GAAP
Apr - Jun, 2024	10,869	341	515	405	72.8	3.1	Aug 9, 2024	J-GAAP
Jul - Sep, 2024	10,641	422	408	280	50.4	4.0	Nov 8, 2024	J-GAAP
YoY	-2.0%	-16.3%	-27.5%	-12.5%	-12.4%