SAMCO, Nov-Jan (2Q) Ordinary Profit Increases by 12%

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Wed Mar 12, 2025 3:30 pm JST Earnings

6387 SAMCO INC. 【J-GAAP】

Earnings Report

SAMCO INC. <6387> [TSE Prime] announced its financial results after the market closed on March 12th (15:30). The ordinary profit (non-consolidated) for the cumulative second quarter of the fiscal year ending July 2025 (August 2024 to January 2025) decreased 4.9% from the same period last year to 1.01 billion yen. The progress rate toward the full-year plan of 2.24 billion yen was 45.1%, almost the same as the five-year average of 43.0%.

Based on the first-half performance announced by the company and the unchanged full-year plan, our calculation indicates that the ordinary profit for the February to July period (2H) is expected to grow 19.9% from the same period last year, reaching 1.22 billion yen.

In the most recent three-month period, from November to January (2Q), the ordinary profit grew 12.5% from the same period last year, reaching 0.88 billion yen. The operating profit margin rose from 28.6% in the same period last year to 30.7%.

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Actual Results

Accumulated Results 2nd Quarter

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Progress Rate vs. First Half	Announce	Accounting Standards
Aug - Jan, 2022	3,848	964	982	700	87.2	51.0	Mar 10, 2023	J-GAAP
Aug - Jan, 2023	4,105	1,012	1,063	747	93.0	50.9	Mar 13, 2024	J-GAAP
Aug - Jan, 2024	4,121	990	1,011	714	88.9	45.1	Mar 12, 2025	J-GAAP
YoY	+0.4%	-2.2%	-4.9%	-4.4%	-4.4%

First Half Results vs. Previous Guidance

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Aug - Jan, 2024 Guidance	4,300	960	970	660	82.2	0	Sep 11, 2024	J-GAAP
Aug - Jan, 2024 Results	4,121	990	1,011	714	88.9	0	Mar 12, 2025	J-GAAP
Revision Rate	-4.2%	+3.1%	+4.2%	+8.2%	+8.2%

Current Period Guidance

Second Half Results

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Feb - Jul, 2024	4,098	1,005	1,025	724	90.2	45	Sep 11, 2024	J-GAAP
Feb - Jul, 2025 Guidance	5,379	1,230	1,229	816	101.6	45	Mar 12, 2025	J-GAAP
YoY	+31.3%	+22.4%	+19.9%	+12.7%	+12.6%

Current Period Guidance

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Jul, 2023	7,830	1,858	1,927	1,366	170.1	45	Sep 11, 2023	J-GAAP
Jul, 2024	8,203	2,017	2,088	1,471	183.3	45	Sep 11, 2024	J-GAAP
Jul, 2025 Guidance	9,500	2,220	2,240	1,530	190.5	45	Sep 11, 2024	J-GAAP
YoY	+15.8%	+10.1%	+7.3%	+4.0%	+3.9%

Quarterly Results

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Operating Profit Margin	Announce	Accounting Standards
Nov - Jan, 2023	2,725	780	785	553	68.9	28.6	Mar 13, 2024	J-GAAP
Feb - Apr, 2024	1,654	279	321	225	28.0	16.9	Jun 7, 2024	J-GAAP
May - Jul, 2024	2,444	726	704	499	62.2	29.7	Sep 11, 2024	J-GAAP
Aug - Oct, 2024	1,276	116	128	89	11.2	9.1	Dec 9, 2024	J-GAAP
Nov - Jan, 2024	2,845	874	883	625	77.9	30.7	Mar 12, 2025	J-GAAP
YoY	+4.4%	+12.1%	+12.5%	+13.0%	+13.0%