Systems Engineering Consultants, The Current Fiscal Year Ordinary Profit Revised Upward by 6%, Raises Record High Profit Forecast, Dividend Revised Upward by 5 yen

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Mon Feb 10, 2025 3:45 pm JST Earnings

3741 Systems Engineering Consultants Co.,LTD. 【J-GAAP】

Earnings Report

Systems Engineering Consultants Co.,LTD. <3741> [TSE Prime] announced its financial results after the market closed on February 10th (15:45). The ordinary profit (non-consolidated) for the cumulative third quarter of the fiscal year ending March 2025 (April to December) increased 19.5% from the same period last year, reaching 1.31 billion yen.

In addition, the full-year ordinary profit has been revised upward 6.2%, from the previous forecast of 1.77 billion yen to 1.88 billion yen (compared to 1.54 billion yen in the previous period), increasing the growth rate from 14.4% to 21.5%, further surpassing the previous forecast of record-high profits for six consecutive terms.

Based on the full-year plan announced by the company after the upward revision, our estimate of the ordinary profit for the October to March period (2H) is expected to increase 11.4%, from the previous forecast of 0.96 billion yen to 1.07 billion yen (compared to 0.88 billion yen in the same period of the previous year), increasing the growth rate from 8.8% to 21.3%.

In light of the strong performance, the company has increased its planned year-end lump-sum dividend for the current fiscal year from the original plan of 97 yen to 102 yen (compared to 87 yen in the previous period).

In the most recent three-month period, from October to December (3Q), the ordinary profit grew 15.9% from the same period last year, reaching 0.51 billion yen. However, the operating profit margin decreased from 19.5% in the same period last year to 18.7%.

Kabutan News

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	5,320	819	867	606	118.9	67.8	Feb 9, 2023	J-GAAP
Apr - Dec, 2023	6,080	1,056	1,104	770	151.2	71.4	Feb 8, 2024	J-GAAP
Apr - Dec, 2024	7,093	1,249	1,319	922	180.9	70.2	Feb 10, 2025	J-GAAP
YoY	+16.7%	+18.3%	+19.5%	+19.7%	+19.6%

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	5,055	916	961	664	130.2	97	Nov 11, 2024	J-GAAP
Oct - Mar, 2024 New	5,605	1,016	1,071	734	143.9	102	Feb 10, 2025	J-GAAP
Revision Rate	+10.9%	+10.9%	+11.4%	+10.5%	+10.5%

Full Year Update

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Mar, 2025 Prev	9,550	1,680	1,770	1,230	241.2	97	Nov 11, 2024	J-GAAP
Mar, 2025 New	10,100	1,780	1,880	1,300	254.9	102	Feb 10, 2025	J-GAAP
Revision Rate	+5.8%	+6.0%	+6.2%	+5.7%	+5.7%

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	4,619	834	883	642	126.0	87	May 13, 2024	J-GAAP
Oct - Mar, 2024 Guidance	5,605	1,016	1,071	734	143.9	102	Feb 10, 2025	J-GAAP
YoY	+21.3%	+21.8%	+21.3%	+14.3%	+14.2%

Current Period Guidance

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Mar, 2023	7,488	1,215	1,278	878	172.5	69	May 11, 2023	J-GAAP
Mar, 2024	8,534	1,467	1,547	1,105	216.9	87	May 13, 2024	J-GAAP
Mar, 2025 Guidance	10,100	1,780	1,880	1,300	254.9	102	Feb 10, 2025	J-GAAP
YoY	+18.4%	+21.3%	+21.5%	+17.6%	+17.5%

Quarterly Results

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Operating Profit Margin	Announce	Accounting Standards
Oct - Dec, 2023	2,165	423	440	307	60.3	19.5	Feb 8, 2024	J-GAAP
Jan - Mar, 2024	2,454	411	443	335	65.8	16.7	May 13, 2024	J-GAAP
Apr - Jun, 2024	2,178	357	381	263	51.7	16.4	Aug 8, 2024	J-GAAP
Jul - Sep, 2024	2,317	407	428	303	59.5	17.6	Nov 11, 2024	J-GAAP
Oct - Dec, 2024	2,598	485	510	356	69.8	18.7	Feb 10, 2025	J-GAAP
YoY	+20.0%	+14.7%	+15.9%	+16.0%	+15.8%