SENKON LOGISTICS CO., LTD., The Current Fiscal Year Ordinary Profit Revised Upward by 33%, Highest in Three Terms

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Tue Nov 12, 2024 4:00 pm JST Earnings

9051 SENKON LOGISTICS CO., LTD. 【J-GAAP】

Earnings Report

SENKON LOGISTICS CO., LTD. <9051> [TSE-S] announced its financial results after the market closed on November 12th (16:00). The consolidated ordinary profit for the cumulative second quarter of the fiscal year ending March 2025 (April to September) expanded to 465 million yen, an increase of 50.0% compared to the same period last year, exceeded the previous forecast of 310 million yen.

In addition, the full-year consolidated ordinary profit has been revised upward by 33.1%, from the previous forecast of 620 million yen to 825 million yen (compared to 588 million yen in the previous period), increasing the growth rate from 5.4% to 40.3%, reaches new record high for the first time in three 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 29.5% from the same period last year, reaching 360 million yen.

In the most recent three-month period, from July to September (2Q), the consolidated ordinary profit increased by 51.5% from the same period last year, reaching 253 million yen. The operating profit margin improved from 4.1% in the same period last year to 5.1%.

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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	7,873	406	419	289	56.7	52.2	Nov 10, 2022	J-GAAP
Apr - Sep, 2023	8,173	301	310	160	31.9	52.7	Nov 10, 2023	J-GAAP
Apr - Sep, 2024	9,261	452	465	291	58.5	56.4	Nov 12, 2024	J-GAAP
YoY	+13.3%	+50.2%	+50.0%	+81.9%	+83.2%

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	8,800	320	310	200	40.1	7.50	May 15, 2024	J-GAAP
Apr - Sep, 2024 Results	9,261	452	465	291	58.5	7.50	Nov 12, 2024	J-GAAP
Revision Rate	+5.2%	+41.3%	+50.0%	+45.5%	+45.8%

Guidance Update

Full Year Update

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Mar, 2025 Prev	17,800	640	620	420	84.3	15	May 15, 2024	J-GAAP
Mar, 2025 New	18,200	815	825	530	106.4	15	Nov 12, 2024	J-GAAP
Revision Rate	+2.2%	+27.3%	+33.1%	+26.2%	+26.2%

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	9,370	260	278	223	44.7	7.50	May 15, 2024	J-GAAP
Oct - Mar, 2024 Guidance	8,939	363	360	239	48.0	7.50	Nov 12, 2024	J-GAAP
YoY	-4.6%	+39.6%	+29.5%	+7.2%	+7.5%

Current Period Guidance

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Mar, 2023	16,249	739	802	522	103.0	15	May 15, 2023	J-GAAP
Mar, 2024	17,543	561	588	383	76.7	15	May 15, 2024	J-GAAP
Mar, 2025 Guidance	18,200	815	825	530	106.4	15	Nov 12, 2024	J-GAAP
YoY	+3.7%	+45.3%	+40.3%	+38.4%	+38.8%

Quarterly Results

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Operating Profit Margin	Announce	Accounting Standards
Jul - Sep, 2023	4,313	176	167	108	21.6	4.1	Nov 10, 2023	J-GAAP
Oct - Dec, 2023	4,629	169	174	104	20.8	3.7	Feb 9, 2024	J-GAAP
Jan - Mar, 2024	4,741	91	104	119	23.8	1.9	May 15, 2024	J-GAAP
Apr - Jun, 2024	4,356	203	212	134	27.0	4.7	Aug 9, 2024	J-GAAP
Jul - Sep, 2024	4,905	249	253	157	31.6	5.1	Nov 12, 2024	J-GAAP
YoY	+13.7%	+41.5%	+51.5%	+45.4%	+46.5%