SIG Group, The Current Fiscal Year Ordinary Profit Revised Upward by 34%, Highest in Two Terms, Dividend Revised Upward by 1 yen

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Wed Feb 12, 2025 3:30 pm JST Earnings

4386 SIG Group Co.,Ltd. 【J-GAAP】

Earnings Report

SIG Group Co.,Ltd. <4386> [TSE Std] announced its financial results after the market closed on February 12th (15:30). The consolidated ordinary profit for the cumulative third quarter of the fiscal year ending March 2025 (April to December) surged 2.2 times that of the same period last year, reaching 515 million yen.

In addition, the full-year consolidated ordinary profit has been revised upward 34.1%, from the previous forecast of 440 million yen to 590 million yen (compared to 357 million yen in the previous period), increasing the growth rate from 23.2% to 65.3%, reaches new record high for the first time in two terms.

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 3.0 times, from the previous forecast of 75 million yen to 225 million yen (compared to 211 million yen in the same period of the previous year), turning to a 6.6% increase in the consolidated ordinary profit outlook.

In light of the strong performance, the company has increased its planned annual dividend for the current fiscal year from the original plan of 24 yen to 25 yen (compared to 14 yen in the previous period).

In the most recent three-month period, from October to December (3Q), the consolidated ordinary profit increased 70.5% from the same period last year, reaching 150 million yen. The operating profit margin significantly improved from 3.1% in the same period last year to 6.6%.

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	3,893	211	287	205	36.4	62.8	Feb 13, 2023	J-GAAP
Apr - Dec, 2023	5,111	235	234	117	20.8	65.5	Feb 13, 2024	J-GAAP
Apr - Dec, 2024	6,442	450	515	286	50.6	87.3	Feb 12, 2025	J-GAAP
YoY	+26.0%	+91.5%	+120.1%	+144.4%	+143.3%

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	3,727	114	75	82	14.4	12	Oct 16, 2024	J-GAAP
Oct - Mar, 2024 New	4,327	214	225	182	32.1	13	Feb 12, 2025	J-GAAP
Revision Rate	+16.1%	+87.7%	+200.0%	+122.0%	+122.0%

Full Year Update

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Mar, 2025 Prev	8,000	420	440	280	49.3	24	May 13, 2024	J-GAAP
Mar, 2025 New	8,600	520	590	380	66.9	25	Feb 12, 2025	J-GAAP
Revision Rate	+7.5%	+23.8%	+34.1%	+35.7%	+35.7%

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	3,476	172	211	175	31.0	7	May 13, 2024	J-GAAP
Oct - Mar, 2024 Guidance	4,327	214	225	182	32.1	13	Feb 12, 2025	J-GAAP
YoY	+24.5%	+24.4%	+6.6%	+4.0%	+3.4%

Current Period Guidance

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Mar, 2023	5,418	391	457	301	53.5	13	May 12, 2023	J-GAAP
Mar, 2024	6,906	355	357	239	42.3	14	May 13, 2024	J-GAAP
Mar, 2025 Guidance	8,600	520	590	380	66.9	25	Feb 12, 2025	J-GAAP
YoY	+24.5%	+46.5%	+65.3%	+59.0%	+58.1%

Quarterly Results

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Operating Profit Margin	Announce	Accounting Standards
Oct - Dec, 2023	1,681	52	88	53	9.4	3.1	Feb 13, 2024	J-GAAP
Jan - Mar, 2024	1,795	120	123	122	21.6	6.7	May 13, 2024	J-GAAP
Apr - Jun, 2024	2,072	117	169	111	19.7	5.6	Aug 13, 2024	J-GAAP
Jul - Sep, 2024	2,201	189	196	87	15.4	8.6	Nov 12, 2024	J-GAAP
Oct - Dec, 2024	2,169	144	150	88	15.6	6.6	Feb 12, 2025	J-GAAP
YoY	+29.0%	+176.9%	+70.5%	+66.0%	+65.3%