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JESCO Holdings, Mar-May (3Q) Ordinary Profit Decreases by 37%, Current Fiscal Year Dividend Revised Upward by 10 Yen

Mon Jul 14, 2025 3:30 pm JST Earnings

1434 JESCO Holdings, Inc. 【J-GAAP】

Earnings Report

JESCO Holdings, Inc. <1434> [TSE Std] announced its financial results after the market closed on July 14th (15:30). The consolidated ordinary profit for the cumulative third quarter of the fiscal year ending August 2025 (September 2024 to May 2025) surged 2.1 times that of the same period last year, reaching 0.78 billion yen. However, Progress toward the full-year plan of 1.75 billion yen was 45.0%, also falling below the five-year average of 74.9%.

Based on the cumulative third-quarter performance announced by the company and the unchanged full-year plan, our calculation indicates that the consolidated ordinary profit for the June to August period (4Q) is expected to grow 15.1% from the same period last year, reaching 0.96 billion yen.

At the same time, the company has significantly increased its planned year-end lump-sum dividend for the current fiscal year from the original plan of 30 yen to 40 yen (compared to 30 yen in the previous period).

In the most recent three-month period, from March to May (3Q), the consolidated ordinary profit dropped to 0.17 billion yen, a 37.1% decrease compared to the same period last year. The operating profit margin worsened from 7.8% in the same period last year to 5.4%.

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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 8,474 498 559 1,334 197.1 110.7 Jul 14, 2023 J-GAAP
Sep - May, 2023 9,367 365 377 691 100.3 31.1 Jul 12, 2024 J-GAAP
Sep - May, 2024 12,324 793 788 349 50.4 45.0 Jul 14, 2025 J-GAAP
YoY +31.6% +117.3% +109.0% -49.5% -49.7%

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 9,313 1,202 1,135 719 103.7 30 Apr 14, 2025 J-GAAP
Mar - Aug, 2025 New 9,313 1,202 1,135 719 103.7 40 Jul 14, 2025 J-GAAP
Revision Rate 0.0% 0.0% 0.0% 0.0% 0.0%

Full Year Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Aug, 2025 Prev 18,000 1,800 1,750 1,100 158.6 30 Oct 15, 2024 J-GAAP
Aug, 2025 New 18,000 1,800 1,750 1,100 158.6 40 Jul 14, 2025 J-GAAP
Revision Rate 0.0% 0.0% 0.0% 0.0% 0.0%

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 8,956 1,054 1,111 491 71.2 30 Oct 15, 2024 J-GAAP
Mar - Aug, 2025 Guidance 9,313 1,202 1,135 719 103.7 40 Jul 14, 2025 J-GAAP
YoY +4.0% +14.0% +2.2% +46.4% +45.6%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Aug, 2023 11,104 425 505 1,182 174.2 30 Oct 13, 2023 J-GAAP
Aug, 2024 14,804 1,143 1,213 1,012 146.7 30 Oct 15, 2024 J-GAAP
Aug, 2025 Guidance 18,000 1,800 1,750 1,100 158.6 40 Jul 14, 2025 J-GAAP
YoY +21.6% +57.5% +44.3% +8.7% +8.1%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Mar - May, 2024 3,519 276 275 170 24.7 7.8 Jul 12, 2024 J-GAAP
Jun - Aug, 2024 5,437 778 836 321 46.6 14.3 Oct 15, 2024 J-GAAP
Sep - Nov, 2024 4,811 282 305 106 15.4 5.9 Jan 14, 2025 J-GAAP
Dec - Feb, 2024 3,876 316 310 275 39.8 8.2 Apr 14, 2025 J-GAAP
Mar - May, 2025 3,637 195 173 -32 -4.6 5.4 Jul 14, 2025 J-GAAP
YoY +3.4% -29.3% -37.1% － －

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