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Toubujyuhan, 25% Decrease in Ordinary Profit for The Current Fiscal Year, Increased Previous Year's Dividend by 1 Yen, Plan to Continue the 40 Yen Policy This Fiscal Year as Well
3297 Toubujyuhan Co.,Ltd. 【J-GAAP】
Earnings ReportToubujyuhan Co.,Ltd. <3297> [TSE Std] announced its financial results in the afternoon session on July 14th (15:00). The ordinary profit (non-consolidated) for the fiscal year ended May 2025 expanded to 64.1% from the previous period to 507 million yen. However, for the fiscal year ending May 2026, the ordinary profit is expected to decrease by 25.0% from the previous period to 380 million yen.
At the same time, the company increased the annual dividend for the previous term from 39 yen to 40 yen (compared to 39 yen in the prior term), and has decided to continue with a dividend of 40 yen for the current term as well.
In the most recent three-month period, from March to May (4Q), the ordinary profit increased 46.8% from the same period last year, reaching 276 million yen. The operating profit margin significantly improved from 8.0% in the same period last year to 11.1%.
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Actual Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| May, 2023 | 7,673 | 549 | 547 | 376 | 139.9 | 37 | Jul 13, 2023 | J-GAAP |
| May, 2024 | 7,263 | 311 | 309 | 212 | 78.5 | 39 | Jul 11, 2024 | J-GAAP |
| May, 2025 | 8,185 | 511 | 507 | 343 | 126.6 | 40 | Jul 14, 2025 | J-GAAP |
| YoY | +12.7% | +64.3% | +64.1% | +61.8% | +61.2% |
Full Year Results vs. Previous Guidance
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| May, 2025 Guidance | 7,400 | 300 | 300 | 200 | 73.8 | 39 | Jul 11, 2024 | J-GAAP |
| May, 2025 Results | 8,185 | 511 | 507 | 343 | 126.6 | 40 | Jul 14, 2025 | J-GAAP |
| Revision Rate | +10.6% | +70.3% | +69.0% | +71.5% | +71.6% |
Current Period Guidance
H1 Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Jun - Nov, 2024 | 4,017 | 183 | 182 | 121 | 44.8 | 0 | Jan 14, 2025 | J-GAAP |
| Jun - Nov, 2025 Guidance | 3,850 | 170 | 170 | 110 | 40.6 | 0 | Jul 14, 2025 | J-GAAP |
| YoY | -4.2% | -7.1% | -6.6% | -9.1% | -9.4% |
Current Period Guidance
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| May, 2024 | 7,263 | 311 | 309 | 212 | 78.5 | 39 | Jul 11, 2024 | J-GAAP |
| May, 2025 | 8,185 | 511 | 507 | 343 | 126.6 | 40 | Jul 14, 2025 | J-GAAP |
| May, 2026 Guidance | 7,800 | 390 | 380 | 250 | 92.2 | 40 | Jul 14, 2025 | J-GAAP |
| YoY | -4.7% | -23.7% | -25.0% | -27.1% | -27.1% |
Quarterly Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Operating Profit Margin | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Mar - May, 2024 | 2,353 | 188 | 188 | 128 | 47.4 | 8.0 | Jul 11, 2024 | J-GAAP |
| Jun - Aug, 2024 | 1,885 | 52 | 51 | 32 | 12.0 | 2.8 | Oct 15, 2024 | J-GAAP |
| Sep - Nov, 2024 | 2,132 | 131 | 131 | 89 | 32.9 | 6.1 | Jan 14, 2025 | J-GAAP |
| Dec - Feb, 2024 | 1,657 | 50 | 49 | 32 | 11.9 | 3.0 | Apr 14, 2025 | J-GAAP |
| Mar - May, 2025 | 2,511 | 278 | 276 | 190 | 70.1 | 11.1 | Jul 14, 2025 | J-GAAP |
| YoY | +6.7% | +47.9% | +46.8% | +48.4% | +47.9% |
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