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JFE Holdings, 65% Decrease in Undisclosed Net Income for First Half, Previously Undecided First Half Dividend Reduced by 10 Yen

Mon Aug 4, 2025 2:00 pm JST Earnings

5411 JFE Holdings,Inc. 【IFRS】

Earnings Report

JFE Holdings,Inc. <5411> [TSE Prime] announced its financial results (based on IFRS) in the afternoon session on August 4th (14:00). The consolidated net income for the first quarter of the fiscal year ending March 2026 (April to June) significantly dropped 74.1% from the same period last year to 7.12 billion yen.

In addition, the previously undisclosed forecast for the first half (April to September) shows that consolidated net income drop by 64.7% from the same period last year to 15.0 billion yen.

Due to a decline in performance, the previously undecided the first half of this fiscal year will be set at 40 yen (compared to 50 yen in the same period of the previous year).

In the most recent three-month period, from April to June (1Q), the operating profit margin worsened from 3.7% in the same period last year to 1.5%.

Kabutan News

Actual Results

Accumulated Results 1st Quarter
Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Progress Rate vs. First Half Announce Accounting Standards
Apr - Jun, 2023 1,262,086 84,824 79,883 59,602 102.6 51.4 Aug 3, 2023 IFRS
Apr - Jun, 2024 1,211,141 44,704 39,570 27,516 43.3 66.0 Aug 5, 2024 IFRS
Apr - Jun, 2025 1,115,313 16,261 10,377 7,128 11.2 41.5 Aug 4, 2025 IFRS
YoY -7.9% -63.6% -73.8% -74.1% -74.1%

Guidance Update

First Half Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Apr - Sep, 2025 Prev ー ー ー ー － － May 8, 2025 IFRS
Apr - Sep, 2025 New 2,330,000 ー 25,000 15,000 23.6 40 Aug 4, 2025 IFRS
Revision Rate － － － － －

Current Period Guidance

H1 Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Apr - Sep, 2024 2,450,781 69,788 59,963 42,485 66.8 50 Nov 6, 2024 IFRS
Apr - Sep, 2025 Guidance 2,330,000 ー 25,000 15,000 23.6 40 Aug 4, 2025 IFRS
YoY -4.9% － -58.3% -64.7% -64.7%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 5,174,632 287,003 268,386 197,421 323.3 100 May 7, 2024 IFRS
Mar, 2025 4,859,647 165,068 144,315 91,867 144.4 100 May 8, 2025 IFRS
Mar, 2026 Guidance 4,750,000 ー 110,000 75,000 117.9 80 May 8, 2025 IFRS
YoY -2.3% － -23.8% -18.4% -18.4%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Apr - Jun, 2024 1,211,141 44,704 39,570 27,516 43.3 3.7 Aug 5, 2024 IFRS
Jul - Sep, 2024 1,239,640 25,084 20,393 14,969 23.5 2.0 Nov 6, 2024 IFRS
Oct - Dec, 2024 1,224,689 87,457 81,766 57,616 90.6 7.1 Feb 6, 2025 IFRS
Jan - Mar, 2025 1,184,177 7,823 2,586 -8,234 -13.0 0.7 May 8, 2025 IFRS
Apr - Jun, 2025 1,115,313 16,261 10,377 7,128 11.2 1.5 Aug 4, 2025 IFRS
YoY -7.9% -63.6% -73.8% -74.1% -74.1%

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