SEINO HOLDINGS CO.,LTD., The Current Fiscal Year Ordinary Profit Revised Upward by 5%, Highest in Six Terms

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Tue Nov 12, 2024 3:00 pm JST Earnings

9076 SEINO HOLDINGS CO.,LTD. 【J-GAAP】

Earnings Report

SEINO HOLDINGS CO.,LTD. <9076> [TSE-P] announced its financial results in the afternoon session on November 12th (15:00). The consolidated ordinary profit for the cumulative second quarter of the fiscal year ending March 2025 (April to September) increased by 7.7% from the same period last year, reaching 13.1 billion yen.

In addition, the full-year consolidated ordinary profit has been revised upward by 4.8%, from the previous forecast of 32.4 billion yen to 33.9 billion yen (compared to 24.4 billion yen in the previous period), increasing the growth rate from 32.3% to 38.5%, reaches new record high for the first time in six 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 expand by 69.2% from the same period last year, reaching 20.7 billion yen.

In the most recent three-month period, from July to September (2Q), the consolidated ordinary profit grew by 20.3% from the same period last year, reaching 6.21 billion yen. The operating profit margin improved from 3.3% 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	306,366	14,483	16,751	9,915	54.7	51.2	Nov 11, 2022	J-GAAP
Apr - Sep, 2023	315,510	11,318	12,215	7,441	41.7	49.9	Nov 10, 2023	J-GAAP
Apr - Sep, 2024	331,604	13,075	13,159	6,434	38.3	38.8	Nov 12, 2024	J-GAAP
YoY	+5.1%	+15.5%	+7.7%	-13.5%	-8.3%

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	317,000	12,000	12,900	7,500	44.6	43	May 14, 2024	J-GAAP
Apr - Sep, 2024 Results	331,604	13,075	13,159	6,434	38.3	43	Nov 12, 2024	J-GAAP
Revision Rate	+4.6%	+9.0%	+2.0%	-14.2%	-14.2%

Guidance Update

Full Year Update

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Mar, 2025 Prev	658,700	30,900	32,400	19,400	115.3	100	May 14, 2024	J-GAAP
Mar, 2025 New	731,304	33,175	33,939	19,707	117.1	100	Nov 12, 2024	J-GAAP
Revision Rate	+11.0%	+7.4%	+4.8%	+1.6%	+1.6%

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	327,301	12,085	12,281	7,120	40.9	57	May 14, 2024	J-GAAP
Oct - Mar, 2024 Guidance	399,700	20,100	20,780	13,273	78.9	57	Nov 12, 2024	J-GAAP
YoY	+22.1%	+66.3%	+69.2%	+86.4%	+92.6%

Current Period Guidance

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Mar, 2023	631,507	28,501	32,688	19,013	104.9	56	May 12, 2023	J-GAAP
Mar, 2024	642,811	23,403	24,496	14,561	83.7	100	May 14, 2024	J-GAAP
Mar, 2025 Guidance	731,304	33,175	33,939	19,707	117.1	100	Nov 12, 2024	J-GAAP
YoY	+13.8%	+41.8%	+38.5%	+35.3%	+39.8%

Quarterly Results

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Operating Profit Margin	Announce	Accounting Standards
Jul - Sep, 2023	156,268	5,158	5,164	3,012	16.9	3.3	Nov 10, 2023	J-GAAP
Oct - Dec, 2023	171,257	9,241	9,701	5,720	32.6	5.4	Feb 9, 2024	J-GAAP
Jan - Mar, 2024	156,044	2,844	2,580	1,400	8.1	1.8	May 14, 2024	J-GAAP
Apr - Jun, 2024	164,632	6,546	6,948	3,195	19.0	4.0	Aug 8, 2024	J-GAAP
Jul - Sep, 2024	166,972	6,529	6,211	3,239	19.3	3.9	Nov 12, 2024	J-GAAP
YoY	+6.8%	+26.6%	+20.3%	+7.5%	+14.0%