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IKK Holdings, First Half Ordinary Profit Decreases by 61%, Feb-Apr Ordinary Profit Decreases by 63%
2198 IKK Holdings Inc. 【J-GAAP】
Earnings ReportIKK Holdings Inc. <2198> [TSE Prime] announced its financial results in the afternoon session on June 12th (15:00). The consolidated ordinary profit for the cumulative second quarter of the fiscal year ending October 2025 (November 2024 to April 2025) significantly dropped 61.0% from the same period last year to 0.37 billion yen. Progress toward the full-year plan of 1.80 billion yen was 21.0%, almost the same as the five-year average of 20.6%.
Based on the first-half performance announced by the company and the unchanged full-year plan, our calculation indicates that the consolidated ordinary profit for the May to October period (second half) is expected to decrease 8.1% from the same period last year to 1.42 billion yen.
In the most recent three-month period, from February to April (2Q), the consolidated ordinary profit significantly dropped to 0.19 billion yen, a 63.5% decrease compared to the same period last year. The operating profit margin drastically worsened from 9.0% in the same period last year to 3.3%.
Kabutan News
Actual Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Progress Rate vs. First Half | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Nov - Apr, 2022 | 9,937 | 277 | 304 | 112 | 3.9 | 15.2 | Jun 12, 2023 | J-GAAP |
| Nov - Apr, 2023 | 10,996 | 960 | 973 | 625 | 21.8 | 38.5 | Jun 13, 2024 | J-GAAP |
| Nov - Apr, 2024 | 10,505 | 360 | 379 | 197 | 6.9 | 21.0 | Jun 12, 2025 | J-GAAP |
| YoY | -4.5% | -62.5% | -61.0% | -68.5% | -68.4% |
First Half Results vs. Previous Guidance
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Nov - Apr, 2024 Guidance | 10,350 | 300 | 305 | 100 | 3.5 | 0 | Dec 12, 2024 | J-GAAP |
| Nov - Apr, 2024 Results | 10,505 | 360 | 379 | 197 | 6.9 | 0 | Jun 12, 2025 | J-GAAP |
| Revision Rate | +1.5% | +20.0% | +24.3% | +97.0% | +99.1% |
Current Period Guidance
Second Half Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| May - Oct, 2024 | 12,267 | 1,530 | 1,552 | 1,077 | 37.6 | 24 | Dec 12, 2024 | J-GAAP |
| May - Oct, 2025 Guidance | 12,395 | 1,440 | 1,426 | 913 | 31.4 | 24 | Jun 12, 2025 | J-GAAP |
| YoY | +1.0% | -5.9% | -8.1% | -15.2% | -16.3% |
Current Period Guidance
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Oct, 2023 | 21,990 | 1,955 | 2,005 | 1,340 | 45.9 | 24 | Dec 11, 2023 | J-GAAP |
| Oct, 2024 | 23,263 | 2,490 | 2,525 | 1,702 | 59.4 | 24 | Dec 12, 2024 | J-GAAP |
| Oct, 2025 Guidance | 22,900 | 1,800 | 1,805 | 1,110 | 38.2 | 24 | Dec 12, 2024 | J-GAAP |
| YoY | -1.6% | -27.7% | -28.5% | -34.8% | -35.6% |
Quarterly Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Operating Profit Margin | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Feb - Apr, 2024 | 5,840 | 524 | 531 | 339 | 11.8 | 9.0 | Jun 13, 2024 | J-GAAP |
| May - Jul, 2024 | 5,537 | 567 | 578 | 373 | 13.0 | 10.2 | Sep 12, 2024 | J-GAAP |
| Aug - Oct, 2024 | 6,730 | 963 | 974 | 704 | 24.6 | 14.3 | Dec 12, 2024 | J-GAAP |
| Nov - Jan, 2024 | 4,967 | 178 | 185 | 111 | 3.9 | 3.6 | Mar 13, 2025 | J-GAAP |
| Feb - Apr, 2025 | 5,538 | 182 | 194 | 86 | 3.0 | 3.3 | Jun 12, 2025 | J-GAAP |
| YoY | -5.2% | -65.3% | -63.5% | -74.6% | -74.6% |
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