TSUBAKIMOTO CHAIN, The Current Fiscal Year Ordinary Profit Revised Upward to an Unexpected 2% Increase, Raises Record High Profit

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Fri Feb 7, 2025 3:30 pm JST Earnings

6371 TSUBAKIMOTO CHAIN CO. 【J-GAAP】

Earnings Report

TSUBAKIMOTO CHAIN CO. <6371> [TSE Prime] announced its financial results after the market closed on February 7th (15:30). The consolidated ordinary profit for the cumulative third quarter of the fiscal year ending March 2025 (April to December) increased 13.9% from the same period last year, reaching 18.3 billion yen.

In addition, the full-year consolidated ordinary profit has been revised upward 9.1%, from the previous forecast of 22 billion yen to 24 billion yen (compared to 23.4 billion yen in the previous period), record profits reach two consecutive terms, turning to a 2.3% increase in the consolidated ordinary profit outlook.

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) has been revised upward 18.6%, from the previous forecast of 10.7 billion yen to 12.7 billion yen (compared to 13 billion yen in the same period of the previous year), and the declining rate is expected to decrease from 17.7% to 2.4%.

In the most recent three-month period, from October to December (3Q), the consolidated ordinary profit grew 23.9% from the same period last year, reaching 7.14 billion yen. The operating profit margin improved from 8.4% in the same period last year to 9.1%.

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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	182,864	13,791	15,633	10,921	98.3	74.6	Feb 3, 2023	J-GAAP
Apr - Dec, 2023	196,806	14,349	16,132	11,964	109.6	68.8	Feb 6, 2024	J-GAAP
Apr - Dec, 2024	206,610	15,863	18,374	14,952	143.1	76.6	Feb 7, 2025	J-GAAP
YoY	+5.0%	+10.6%	+13.9%	+25.0%	+30.6%

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	137,640	10,541	10,775	9,986	97.4	47	Oct 31, 2024	J-GAAP
Oct - Mar, 2024 New	141,640	12,741	12,775	10,986	107.1	47	Feb 7, 2025	J-GAAP
Revision Rate	+2.9%	+20.9%	+18.6%	+10.0%	+10.0%

Full Year Update

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Mar, 2025 Prev	274,000	20,000	22,000	20,000	195.0	80	Oct 31, 2024	J-GAAP
Mar, 2025 New	278,000	22,200	24,000	21,000	204.8	80	Feb 7, 2025	J-GAAP
Revision Rate	+1.5%	+11.0%	+9.1%	+5.0%	+5.0%

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	138,052	12,640	13,086	11,251	103.4	33.33	May 14, 2024	J-GAAP
Oct - Mar, 2024 Guidance	141,640	12,741	12,775	10,986	107.1	47	Feb 7, 2025	J-GAAP
YoY	+2.6%	+0.8%	-2.4%	-2.4%	+3.5%

Current Period Guidance

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Mar, 2023	251,574	18,985	20,958	13,742	123.7	43.33	May 11, 2023	J-GAAP
Mar, 2024	266,812	21,262	23,450	18,551	170.6	53.33	May 14, 2024	J-GAAP
Mar, 2025 Guidance	278,000	22,200	24,000	21,000	204.8	80	Feb 7, 2025	J-GAAP
YoY	+4.2%	+4.4%	+2.3%	+13.2%	+20.1%

Quarterly Results

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Operating Profit Margin	Announce	Accounting Standards
Oct - Dec, 2023	68,046	5,727	5,768	4,664	42.7	8.4	Feb 6, 2024	J-GAAP
Jan - Mar, 2024	70,006	6,913	7,318	6,587	60.6	9.9	May 14, 2024	J-GAAP
Apr - Jun, 2024	66,455	4,089	6,058	6,383	59.6	6.2	Jul 26, 2024	J-GAAP
Jul - Sep, 2024	69,905	5,370	5,167	3,631	34.4	7.7	Oct 31, 2024	J-GAAP
Oct - Dec, 2024	70,250	6,404	7,149	4,938	47.3	9.1	Feb 7, 2025	J-GAAP
YoY	+3.2%	+11.8%	+23.9%	+5.9%	+10.6%