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RYOHIN KEIKAKU, Ordinary Profit Forecast for the Fiscal Year Revised Upward by 5%, Raises Record High Profit Forecast

Fri Jul 11, 2025 3:30 pm JST Earnings

7453 RYOHIN KEIKAKU CO.,LTD. 【J-GAAP】

Earnings Report

RYOHIN KEIKAKU CO.,LTD. <7453> [TSE Prime] announced its financial results after the market closed on July 11th (15:30). The consolidated ordinary profit for the cumulative third quarter of the fiscal year ending August 2025 (September 2024 to May 2025) expanded 57.8 billion yen, an increase 33.5% compared to the same period last year.

In addition, the full-year forecast for consolidated ordinary profit has been revised upward 4.7%, from the previous forecast of 64.0 billion yen to 67.0 billion yen (compared to 55.7 billion yen in the previous period), increasing the growth rate from 14.7% to 20.1%, further surpassing the previous forecast of record-high profits for two consecutive terms.

Based on the full-year plan announced by the company after the upward revision, our estimate of the consolidated ordinary profit for the March to August period (second half) is expected to increase 10.2%, from the previous forecast of 29.4 billion yen to 32.4 billion yen (compared to 31.6 billion yen in the same period of the previous year), turning to a 2.6% increase in the consolidated ordinary profit outlook.

In the most recent three-month period, from March to May (3Q), the consolidated ordinary profit grew 21.3% from the same period last year, reaching 23.2 billion yen. The operating profit margin rose from 10.4% in the same period last year to 11.1%.

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Actual Results

Accumulated Results 3rd Quarter
Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Progress Rate vs. First Half Announce Accounting Standards
Sep - May, 2022 435,797 22,672 24,133 18,682 35.4 66.7 Jul 7, 2023 J-GAAP
Sep - May, 2023 495,699 42,469 43,326 33,507 63.3 77.7 Jul 12, 2024 J-GAAP
Sep - May, 2024 591,093 59,406 57,826 43,591 82.3 86.3 Jul 11, 2025 J-GAAP
YoY +19.2% +39.9% +33.5% +30.1% +29.9%

Guidance Update

Second Half Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar - Aug, 2025 Prev 387,977 30,895 29,413 20,018 37.7 11 Apr 11, 2025 J-GAAP
Mar - Aug, 2025 New 393,977 33,895 32,413 21,518 40.6 11 Jul 11, 2025 J-GAAP
Revision Rate +1.5% +9.7% +10.2% +7.5% +7.5%

Full Year Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Aug, 2025 Prev 770,000 67,000 64,000 45,500 85.8 22 Apr 11, 2025 J-GAAP
Aug, 2025 New 776,000 70,000 67,000 47,000 88.6 22 Jul 11, 2025 J-GAAP
Revision Rate +0.8% +4.5% +4.7% +3.3% +3.3%

Current Period Guidance

Second Half Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar - Aug, 2024 341,838 32,036 31,604 25,794 48.7 10 Oct 11, 2024 J-GAAP
Mar - Aug, 2025 Guidance 393,977 33,895 32,413 21,518 40.6 11 Jul 11, 2025 J-GAAP
YoY +15.3% +5.8% +2.6% -16.6% -16.8%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Aug, 2023 581,412 33,137 36,156 22,052 41.8 20 Oct 13, 2023 J-GAAP
Aug, 2024 661,677 56,135 55,777 41,566 78.6 20 Oct 11, 2024 J-GAAP
Aug, 2025 Guidance 776,000 70,000 67,000 47,000 88.6 22 Jul 11, 2025 J-GAAP
YoY +17.3% +24.7% +20.1% +13.1% +12.8%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Mar - May, 2024 175,860 18,370 19,153 17,735 33.5 10.4 Jul 12, 2024 J-GAAP
Jun - Aug, 2024 165,978 13,666 12,451 8,059 15.2 8.2 Oct 11, 2024 J-GAAP
Sep - Nov, 2024 197,690 21,957 21,290 14,955 28.3 11.1 Jan 10, 2025 J-GAAP
Dec - Feb, 2024 184,333 14,148 13,297 10,527 19.9 7.7 Apr 11, 2025 J-GAAP
Mar - May, 2025 209,070 23,301 23,239 18,109 34.2 11.1 Jul 11, 2025 J-GAAP
YoY +18.9% +26.8% +21.3% +2.1% +1.9%

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