CIRCULATION, The Current Fiscal Year Ordinary Profit Revised Upward by 33%

About Information Provided on This Site

The information provided on our website 'Kabutan.com' is not intended to constitute investment solicitation or investment advisory services.
All investment decisions should be made at your own discretion and judgment.
The data on our website is provided by Tokyo Stock Exchange, Osaka Exchange, Nagoya Securities Exchange, JPX Market Innovation & Research, Japannext, and other sources.
Copyright of the Nikkei Stock Average belongs to Nikkei Inc. Stock price charts displayed on Kabutan.com are provided solely for the purpose of reviewing historical price movements of the securities.
These charts neither suggest nor guarantee future price movements of the securities and do not constitute recommendations to buy or sell.
In our financial results coverage, the term 'Surprise Results' identifies securities that demonstrate a significant degree of surprise in their earnings announcements.
This significance is quantitatively assessed based on multiple factors, including: the nature of the announcement (full-year or quarterly results); types of revisions (earnings or dividend forecasts); and numerical analysis comparing the announced results with both the company's previous forecasts and historical performance.
The 'Surprise Ranking' presents these results in order of their calculated surprise factor. Please note that neither these results nor rankings are intended to suggest or guarantee future performance of the listed securities, nor should they be construed as recommendations to buy or sell.

Fri Mar 14, 2025 3:30 pm JST Earnings

7379 CIRCULATION Co.,Ltd. 【J-GAAP】

Earnings Report

CIRCULATION Co.,Ltd. <7379> [TSE Growth] announced its financial results after the market closed on March 14th (15:30). The ordinary profit (non-consolidated) for the cumulative second quarter of the fiscal year ending July 2025 (August 2024 to January 2025) surged 2.9 times that of the same period last year, reaching 196 million yen.

In addition, the full-year ordinary profit has been revised upward 33.3%, from the previous forecast of 300 million yen to 400 million yen (compared to 271 million yen in the previous period), increasing the growth rate from 10.7% to 47.6%.

Based on the first-half performance announced by the company and the full-year plan, our calculation indicates that the ordinary profit for the February to July period (2H) is expected to nearly flat at 204 million yen.

In the most recent three-month period, from November to January (2Q), the ordinary profit increased 55.0% from the same period last year, reaching 93 million yen. The operating profit margin improved from 3.1% in the same period last year to 4.4%.

Kabutan News

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	3,980	280	280	177	21.4	49.2	Mar 16, 2023	J-GAAP
Aug - Jan, 2023	3,783	67	67	41	4.9	24.7	Mar 15, 2024	J-GAAP
Aug - Jan, 2024	4,124	195	196	127	15.9	49.0	Mar 14, 2025	J-GAAP
YoY	+9.0%	+191.0%	+192.5%	+209.8%	+221.7%

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	ー	ー	ー	ー	－	0	Sep 13, 2024	J-GAAP
Aug - Jan, 2024 Results	4,124	195	196	127	15.9	0	Mar 14, 2025	J-GAAP
Revision Rate	－	－	－	－	－

Guidance Update

Full Year Update

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Jul, 2025 Prev	8,450	300	300	190	23.5	0	Sep 13, 2024	J-GAAP
Jul, 2025 New	8,700	400	400	250	31.0	0	Mar 14, 2025	J-GAAP
Revision Rate	+3.0%	+33.3%	+33.3%	+31.6%	+31.6%

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	3,878	199	204	135	16.3	0	Sep 13, 2024	J-GAAP
Feb - Jul, 2025 Guidance	4,576	205	204	123	15.2	0	Mar 14, 2025	J-GAAP
YoY	+18.0%	+3.0%	0.0%	-8.9%	-6.2%

Current Period Guidance

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Jul, 2023	8,146	569	569	368	44.5	0	Sep 13, 2023	J-GAAP
Jul, 2024	7,661	266	271	176	21.2	0	Sep 13, 2024	J-GAAP
Jul, 2025 Guidance	8,700	400	400	250	31.0	0	Mar 14, 2025	J-GAAP
YoY	+13.6%	+50.4%	+47.6%	+42.0%	+46.2%

Quarterly Results

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Operating Profit Margin	Announce	Accounting Standards
Nov - Jan, 2023	1,906	60	60	40	4.8	3.1	Mar 15, 2024	J-GAAP
Feb - Apr, 2024	2,025	156	163	104	12.4	7.7	Jun 13, 2024	J-GAAP
May - Jul, 2024	1,853	43	41	31	3.7	2.3	Sep 13, 2024	J-GAAP
Aug - Oct, 2024	1,992	102	103	67	8.4	5.1	Dec 13, 2024	J-GAAP
Nov - Jan, 2024	2,132	93	93	60	7.5	4.4	Mar 14, 2025	J-GAAP
YoY	+11.9%	+55.0%	+55.0%	+50.0%	+55.8%