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SHINAGAWA REFRACTORIES, 1% Decrease in Ordinary Profit for The Current Fiscal Year
5351 SHINAGAWA REFRA CO., LTD. 【J-GAAP】
Earnings ReportSHINAGAWA REFRACTORIES CO., LTD. <5351> [TSE Prime] announced its financial results after the market closed on May 15th (15:30). The consolidated ordinary profit for the fiscal year ending March 2025 decreased 8.4% from the previous period to 13.6 billion yen. For the fiscal year ending March 2026, the consolidated ordinary profit is expected to decrease by 1.1% from the previous period to 13.5 billion yen.
In the most recent three-month period, from January to March (4Q), the consolidated ordinary profit decreased to 2.82 billion yen, a 15.7% decrease compared to the same period last year. The operating profit margin remained almost flat, changing from 8.7% in the same period last year to 8.6%.
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Actual Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Mar, 2023 | 124,963 | 10,844 | 11,457 | 8,307 | 177.6 | 40 | May 11, 2023 | J-GAAP |
| Mar, 2024 | 144,175 | 13,887 | 14,903 | 15,280 | 328.5 | 68 | May 13, 2024 | J-GAAP |
| Mar, 2025 | 144,072 | 13,278 | 13,655 | 9,778 | 214.5 | 90 | May 15, 2025 | J-GAAP |
| YoY | -0.1% | -4.4% | -8.4% | -36.0% | -34.7% |
Full Year Results vs. Previous Guidance
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Mar, 2025 Guidance | 142,000 | 12,500 | 13,000 | 9,000 | 197.4 | 90 | Nov 7, 2024 | J-GAAP |
| Mar, 2025 Results | 144,072 | 13,278 | 13,655 | 9,778 | 214.5 | 90 | May 15, 2025 | J-GAAP |
| Revision Rate | +1.5% | +6.2% | +5.0% | +8.6% | +8.7% |
Current Period Guidance
H1 Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Apr - Sep, 2024 | 68,230 | 6,336 | 6,663 | 4,910 | 107.8 | 45 | Nov 7, 2024 | J-GAAP |
| Apr - Sep, 2025 Guidance | 81,000 | 5,000 | 5,000 | 3,000 | 65.7 | 45 | May 15, 2025 | J-GAAP |
| YoY | +18.7% | -21.1% | -25.0% | -38.9% | -39.0% |
Current Period Guidance
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Mar, 2024 | 144,175 | 13,887 | 14,903 | 15,280 | 328.5 | 68 | May 13, 2024 | J-GAAP |
| Mar, 2025 | 144,072 | 13,278 | 13,655 | 9,778 | 214.5 | 90 | May 15, 2025 | J-GAAP |
| Mar, 2026 Guidance | 174,000 | 13,500 | 13,500 | 8,000 | 175.3 | 90 | May 15, 2025 | J-GAAP |
| YoY | +20.8% | +1.7% | -1.1% | -18.2% | -18.3% |
Quarterly Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Operating Profit Margin | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Jan - Mar, 2024 | 35,045 | 3,045 | 3,354 | 2,662 | 57.2 | 8.7 | May 13, 2024 | J-GAAP |
| Apr - Jun, 2024 | 33,867 | 3,050 | 3,613 | 2,913 | 64.0 | 9.0 | Aug 5, 2024 | J-GAAP |
| Jul - Sep, 2024 | 34,363 | 3,286 | 3,050 | 1,997 | 43.8 | 9.6 | Nov 7, 2024 | J-GAAP |
| Oct - Dec, 2024 | 36,864 | 3,606 | 4,163 | 3,014 | 66.1 | 9.8 | Feb 6, 2025 | J-GAAP |
| Jan - Mar, 2025 | 38,978 | 3,336 | 2,829 | 1,854 | 40.7 | 8.6 | May 15, 2025 | J-GAAP |
| YoY | +11.2% | +9.6% | -15.7% | -30.4% | -28.9% |
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