SENKO Group Holdings Co.,Ltd., The Current Fiscal Year Ordinary Profit Revised Upward by 5%, Adds to Record High Profit Forecast, Dividend Revised Upward by 4 yen

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Mon Nov 11, 2024 4:30 pm JST Earnings

9069 SENKO Group Holdings Co.,Ltd. 【J-GAAP】

Earnings Report

SENKO Group Holdings Co.,Ltd. <9069> [TSE-P] announced its financial results after the market closed on November 11th (16:30). The consolidated ordinary profit for the cumulative second quarter of the fiscal year ending March 2025 (April to September) increased by 9.2% from the same period last year, reaching 16.3 billion yen.

In addition, the full-year consolidated ordinary profit has been revised upward by 4.8%, from the previous forecast of 33.4 billion yen to 35 billion yen (compared to 30.5 billion yen in the previous period), increasing the growth rate from 9.5% to 14.7%, further surpassing the previous forecast of record-high profits for fourteen 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 grow by 20.1% from the same period last year, reaching 18.6 billion yen.

In light of the strong performance, the company has increased its planned annual dividend for the current fiscal year from the original plan of 42 yen to 46 yen (compared to 38 yen in the previous period).

In the most recent three-month period, from July to September (2Q), the consolidated ordinary profit grew by 9.0% from the same period last year, reaching 7.52 billion yen. The operating profit margin remained almost flat, changing from 3.7% in the same period last year to 3.9%.

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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	334,804	13,046	13,381	7,983	53.6	51.2	Nov 14, 2022	J-GAAP
Apr - Sep, 2023	379,678	14,771	14,961	8,857	59.2	49.0	Nov 13, 2023	J-GAAP
Apr - Sep, 2024	414,122	16,851	16,337	10,492	69.9	46.7	Nov 11, 2024	J-GAAP
YoY	+9.1%	+14.1%	+9.2%	+18.5%	+18.1%

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	412,000	15,300	15,300	8,900	58.9	21	May 13, 2024	J-GAAP
Apr - Sep, 2024 Results	414,122	16,851	16,337	10,492	69.9	23	Nov 11, 2024	J-GAAP
Revision Rate	+0.5%	+10.1%	+6.8%	+17.9%	+18.8%

Guidance Update

Full Year Update

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Mar, 2025 Prev	850,000	34,000	33,400	18,000	116.7	42	May 13, 2024	J-GAAP
Mar, 2025 New	860,000	35,800	35,000	19,300	125.2	46	Nov 11, 2024	J-GAAP
Revision Rate	+1.2%	+5.3%	+4.8%	+7.2%	+7.2%

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	398,692	15,135	15,542	7,087	47.2	19	May 13, 2024	J-GAAP
Oct - Mar, 2024 Guidance	445,878	18,949	18,663	8,808	57.1	23	Nov 11, 2024	J-GAAP
YoY	+11.8%	+25.2%	+20.1%	+24.3%	+20.9%

Current Period Guidance

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Mar, 2023	696,288	25,535	26,151	15,341	102.9	34	May 12, 2023	J-GAAP
Mar, 2024	778,370	29,906	30,503	15,944	106.3	38	May 13, 2024	J-GAAP
Mar, 2025 Guidance	860,000	35,800	35,000	19,300	125.2	46	Nov 11, 2024	J-GAAP
YoY	+10.5%	+19.7%	+14.7%	+21.0%	+17.8%

Quarterly Results

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Operating Profit Margin	Announce	Accounting Standards
Jul - Sep, 2023	191,338	7,112	6,908	4,286	28.7	3.7	Nov 13, 2023	J-GAAP
Oct - Dec, 2023	203,108	10,611	10,686	6,295	42.0	5.2	Feb 9, 2024	J-GAAP
Jan - Mar, 2024	195,584	4,524	4,856	792	5.3	2.3	May 13, 2024	J-GAAP
Apr - Jun, 2024	200,819	8,598	8,808	5,174	34.6	4.3	Aug 9, 2024	J-GAAP
Jul - Sep, 2024	213,303	8,253	7,529	5,318	35.4	3.9	Nov 11, 2024	J-GAAP
YoY	+11.5%	+16.0%	+9.0%	+24.1%	+23.7%