YONDOSHI HOLDINGS, The Current Fiscal Year Ordinary Profit Revised Downward to an Unexpected 1% Decrease

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Fri Jan 10, 2025 4:00 pm JST Earnings

8008 YONDOSHI HOLDINGS INC. 【J-GAAP】

Earnings Report

YONDOSHI HOLDINGS INC. <8008> [TSE Prime] announced its financial results after the market closed on January 10th (16:00). The consolidated ordinary profit for the cumulative third quarter of the fiscal year ending February 2025 (March to November) decreased 11.7% from the same period last year to 1.46 billion yen.

In addition, the full-year consolidated ordinary profit has decreased 10.7%, from the previous forecast of 2.8 billion yen to 2.5 billion yen (compared to 2.51 billion yen in the previous period). This changes the outlook from an anticipated profit increase to a projection of a 0.6% decrease in profit.

Based on the full-year plan announced by the company after the downward revision, our estimate of the consolidated ordinary profit for the September to February period (2H) has decreased 17.1%, from the previous forecast of 1.75 billion yen to 1.45 billion yen (compared to 1.23 billion yen in the same period of the previous year), leading to a reduction in the profit growth rate from 42.3% to 18.0%.

In the most recent three-month period, from September to November (3Q), the consolidated ordinary profit grew 10.8% from the same period last year, reaching 0.42 billion yen. The operating profit margin improved from 2.8% in the same period last year to 3.3%.

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Actual Results

Accumulated Results 3rd Quarter

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Progress Rate vs. First Half	Announce	Accounting Standards
Mar - Nov, 2022	28,402	1,044	1,328	739	34.5	56.7	Jan 6, 2023	J-GAAP
Mar - Nov, 2023	28,697	1,337	1,663	921	43.0	66.1	Jan 9, 2024	J-GAAP
Mar - Nov, 2024	29,193	1,152	1,468	1,008	47.0	58.7	Jan 10, 2025	J-GAAP
YoY	+1.7%	-13.8%	-11.7%	+9.4%	+9.5%

Guidance Update

Second Half Update

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Sep - Feb, 2024 Prev	21,540	1,515	1,752	929	43.3	41.50	Oct 11, 2024	J-GAAP
Sep - Feb, 2024 New	26,540	1,265	1,452	729	34.0	41.50	Jan 10, 2025	J-GAAP
Revision Rate	+23.2%	-16.5%	-17.1%	-21.5%	-21.5%

Full Year Update

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Feb, 2025 Prev	41,000	2,350	2,800	1,600	74.5	83	Apr 12, 2024	J-GAAP
Feb, 2025 New	46,000	2,100	2,500	1,400	65.2	83	Jan 10, 2025	J-GAAP
Revision Rate	+12.2%	-10.6%	-10.7%	-12.5%	-12.5%

Current Period Guidance

Second Half Results

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Sep - Feb, 2023	20,347	1,027	1,231	604	28.2	41.50	Apr 12, 2024	J-GAAP
Sep - Feb, 2024 Guidance	26,540	1,265	1,452	729	34.0	41.50	Jan 10, 2025	J-GAAP
YoY	+30.4%	+23.2%	+18.0%	+20.7%	+20.5%

Current Period Guidance

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Feb, 2023	39,508	1,979	2,342	1,149	53.6	83	Apr 14, 2023	J-GAAP
Feb, 2024	39,457	2,096	2,515	1,300	60.7	83	Apr 12, 2024	J-GAAP
Feb, 2025 Guidance	46,000	2,100	2,500	1,400	65.2	83	Jan 10, 2025	J-GAAP
YoY	+16.6%	+0.2%	-0.6%	+7.7%	+7.5%

Quarterly Results

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Operating Profit Margin	Announce	Accounting Standards
Sep - Nov, 2023	9,587	268	379	225	10.5	2.8	Jan 9, 2024	J-GAAP
Dec - Feb, 2023	10,760	759	852	379	17.7	7.1	Apr 12, 2024	J-GAAP
Mar - May, 2024	9,693	542	655	525	24.5	5.6	Jul 11, 2024	J-GAAP
Jun - Aug, 2024	9,767	293	393	146	6.8	3.0	Oct 11, 2024	J-GAAP
Sep - Nov, 2024	9,733	317	420	337	15.7	3.3	Jan 10, 2025	J-GAAP
YoY	+1.5%	+18.3%	+10.8%	+49.8%	+49.7%