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Suminoe, Ordinary Profit Forecast for Last Fiscal Year Revised Upward by 1%
3501 SUMINOE Co., Ltd. 【J-GAAP】
Guidance Update ReportSUMINOE Co., Ltd. <3501> [TSE Prime] announced a performance revision after the market closed on July 10th (15:30). The consolidated ordinary profit forecast for the fiscal year ending May 2025 has been revised upward 0.6%, from the previous forecast of 2.50 billion yen to 2.51 billion yen (compared to 3.66 billion yen in the previous period), and the declining rate is expected to decrease from 31.8% to 31.5%. However, the full-year forecast for consolidated net income has decreased 29.6%, from the previous forecast of 0.95 billion yen to 0.66 billion yen (compared to 0.87 billion yen in the previous period). This changes the outlook from an anticipated profit increase to a projection of a 23.5% decrease in profit.
Based on the upwardly revised full-year plan announced by the company, our calculation indicates that the December to May period (second half) consolidated ordinary profit is expected to increase 0.7%, from the previous forecast of 2.05 billion yen to 2.06 billion yen (compared to 1.97 billion yen in the same period of the previous year), increasing the growth rate from 4.0% to 4.7%.
Kabutan News
Guidance Update
Second Half Update
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Dec - May, 2024 Prev | 53,002 | 2,158 | 2,054 | 885 | 66.8 | 20 | Apr 11, 2025 | J-GAAP |
| Dec - May, 2024 New | 54,093 | 2,259 | 2,068 | 604 | 45.3 | 20 | Jul 10, 2025 | J-GAAP |
| Revision Rate | +2.1% | +4.7% | +0.7% | -31.8% | -32.2% |
Full Year Update
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| May, 2025 Prev | 103,700 | 2,900 | 2,500 | 950 | 71.7 | 40 | Apr 11, 2025 | J-GAAP |
| May, 2025 New | 104,791 | 3,001 | 2,514 | 669 | 50.2 | 40 | Jul 10, 2025 | J-GAAP |
| Revision Rate | +1.1% | +3.5% | +0.6% | -29.6% | -30.0% |
Current Period Guidance
Second Half Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Dec - May, 2023 | 52,069 | 1,895 | 1,975 | 121 | 9.2 | 17.50 | Jul 12, 2024 | J-GAAP |
| Dec - May, 2024 Guidance | 54,093 | 2,259 | 2,068 | 604 | 45.3 | 20 | Jul 10, 2025 | J-GAAP |
| YoY | +3.9% | +19.2% | +4.7% | +399.2% | +395.1% |
Current Period Guidance
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| May, 2023 | 94,828 | 1,294 | 1,575 | 320 | 25.3 | 27.50 | Jul 14, 2023 | J-GAAP |
| May, 2024 | 103,478 | 3,300 | 3,668 | 874 | 66.1 | 35 | Jul 12, 2024 | J-GAAP |
| May, 2025 Guidance | 104,791 | 3,001 | 2,514 | 669 | 50.2 | 40 | Jul 10, 2025 | J-GAAP |
| YoY | +1.3% | -9.1% | -31.5% | -23.5% | -24.1% |
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