Arisawa Mfg, The Current Fiscal Year Ordinary Profit Revised Upward by 16%

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Thu Feb 6, 2025 4:00 pm JST Earnings

5208 Arisawa Mfg. Co.,Ltd. 【J-GAAP】

Earnings Report

Arisawa Mfg. Co.,Ltd. <5208> [TSE Prime] announced its financial results after the market closed on February 6th (16:00). The consolidated ordinary profit for the cumulative third quarter of the fiscal year ending March 2025 (April to December) surged 5.7 times that of the same period last year, reaching 4.08 billion yen.

In addition, the full-year consolidated ordinary profit has been revised upward 16.3%, from the previous forecast of 4.3 billion yen to 5 billion yen (compared to 1.48 billion yen in the previous period), increasing the growth rate from 2.9 times to 3.4 times.

Based on the full-year plan announced by the company after the upward revision, our estimate of the consolidated ordinary profit for the October to March period (2H) is expected to increase 50.6%, from the previous forecast of 1.38 billion yen to 2.08 billion yen (compared to 1.27 billion yen in the same period of the previous year), increasing the growth rate from 8.9% to 64.0%.

In the most recent three-month period, from October to December (3Q), the consolidated ordinary profit surged 2.3 times that of the same period last year, reaching 1.17 billion yen. The operating profit margin significantly improved from 4.4% in the same period last year to 8.5%.

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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
Apr - Dec, 2022	33,543	2,137	2,705	2,661	80.5	99.6	Feb 9, 2023	J-GAAP
Apr - Dec, 2023	30,859	648	718	981	29.6	48.3	Feb 8, 2024	J-GAAP
Apr - Dec, 2024	37,782	3,812	4,089	3,004	90.4	81.8	Feb 6, 2025	J-GAAP
YoY	+22.4%	+488.3%	+469.5%	+206.2%	+205.1%

Guidance Update

Second Half Update

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Oct - Mar, 2024 Prev	24,028	1,466	1,383	1,078	32.5	42	Nov 7, 2024	J-GAAP
Oct - Mar, 2024 New	24,028	1,766	2,083	1,378	41.5	42	Feb 6, 2025	J-GAAP
Revision Rate	0.0%	+20.5%	+50.6%	+27.8%	+27.8%

Full Year Update

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Mar, 2025 Prev	49,200	4,200	4,300	3,200	96.3	84	Nov 7, 2024	J-GAAP
Mar, 2025 New	49,200	4,500	5,000	3,500	105.4	84	Feb 6, 2025	J-GAAP
Revision Rate	0.0%	+7.1%	+16.3%	+9.4%	+9.4%

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	22,219	1,314	1,270	1,076	32.5	40	May 9, 2024	J-GAAP
Oct - Mar, 2024 Guidance	24,028	1,766	2,083	1,378	41.5	42	Feb 6, 2025	J-GAAP
YoY	+8.1%	+34.4%	+64.0%	+28.1%	+27.6%

Current Period Guidance

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Mar, 2023	42,722	2,228	2,717	2,856	86.5	90	May 12, 2023	J-GAAP
Mar, 2024	42,114	1,483	1,488	1,639	49.5	60	May 9, 2024	J-GAAP
Mar, 2025 Guidance	49,200	4,500	5,000	3,500	105.4	84	Feb 6, 2025	J-GAAP
YoY	+16.8%	+203.4%	+236.0%	+113.5%	+112.8%

Quarterly Results

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Operating Profit Margin	Announce	Accounting Standards
Oct - Dec, 2023	10,964	479	500	418	12.6	4.4	Feb 8, 2024	J-GAAP
Jan - Mar, 2024	11,255	835	770	658	19.9	7.4	May 9, 2024	J-GAAP
Apr - Jun, 2024	12,080	1,069	1,344	970	29.3	8.8	Aug 8, 2024	J-GAAP
Jul - Sep, 2024	13,092	1,665	1,573	1,152	34.7	12.7	Nov 7, 2024	J-GAAP
Oct - Dec, 2024	12,610	1,078	1,172	882	26.6	8.5	Feb 6, 2025	J-GAAP
YoY	+15.0%	+125.1%	+134.4%	+111.0%	+110.2%