kabutan

SENSHU ELECTRIC, Ordinary Profit Forecast for the Fiscal Year Revised Downward to an Unexpected 13% Decrease

Thu Sep 4, 2025 2:00 pm JST Earnings

9824 SENSHU ELECTRIC CO.,LTD. 【J-GAAP】

Earnings Report

SENSHU ELECTRIC CO.,LTD. <9824> [TSE Prime] announced its financial results in the afternoon session on September 4th (14:00). The consolidated ordinary profit for the cumulative third quarter of the fiscal year ending October 2025 (November 2024 to July 2025) decreased 10.1% from the same period last year to 7.03 billion yen.

In addition, the full-year forecast for consolidated ordinary profit has decreased 16.1%, from the previous forecast of 11.2 billion yen to 9.40 billion yen (compared to 10.7 billion yen in the previous period). This changes the outlook from an anticipated profit increase to a projection of a 12.6% decrease in profit.

Based on the full-year plan announced by the company after the downward revision, our estimate of the consolidated ordinary profit for the May to October period (second half) has decreased 29.1%, from the previous forecast of 6.17 billion yen to 4.37 billion yen (compared to 5.43 billion yen in the same period of the previous year). This changes the outlook from an anticipated profit increase to a projection of a 19.5% decrease in profit.

In the most recent three-month period, from May to July (3Q), the consolidated ordinary profit decreased to 2.01 billion yen, a 19.5% decrease compared to the same period last year. The operating profit margin worsened from 7.3% in the same period last year to 6.0%.

Kabutan News

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
Nov - Jul, 2022 92,859 6,342 6,640 4,461 250.8 75.7 Sep 5, 2023 J-GAAP
Nov - Jul, 2023 99,151 7,505 7,829 5,384 306.6 72.8 Sep 5, 2024 J-GAAP
Nov - Jul, 2024 101,401 6,744 7,039 4,954 285.2 74.9 Sep 4, 2025 J-GAAP
YoY +2.3% -10.1% -10.1% -8.0% -7.0%

Guidance Update

Second Half Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
May - Oct, 2025 Prev 71,018 6,202 6,175 4,295 250.4 75 Jun 3, 2025 J-GAAP
May - Oct, 2025 New 65,018 4,302 4,375 3,295 192.1 75 Sep 4, 2025 J-GAAP
Revision Rate -8.4% -30.6% -29.1% -23.3% -23.3%

Full Year Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Oct, 2025 Prev 140,000 11,000 11,200 7,700 448.9 150 Jun 3, 2025 J-GAAP
Oct, 2025 New 134,000 9,100 9,400 6,700 390.6 150 Sep 4, 2025 J-GAAP
Revision Rate -4.3% -17.3% -16.1% -13.0% -13.0%

Current Period Guidance

Second Half Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
May - Oct, 2024 70,028 5,245 5,434 3,904 222.6 65 Dec 9, 2024 J-GAAP
May - Oct, 2025 Guidance 65,018 4,302 4,375 3,295 192.1 75 Sep 4, 2025 J-GAAP
YoY -7.2% -18.0% -19.5% -15.6% -13.7%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Oct, 2023 124,967 8,366 8,770 5,920 333.1 110 Dec 7, 2023 J-GAAP
Oct, 2024 136,153 10,349 10,761 7,578 432.1 130 Dec 9, 2024 J-GAAP
Oct, 2025 Guidance 134,000 9,100 9,400 6,700 390.6 150 Sep 4, 2025 J-GAAP
YoY -1.6% -12.1% -12.6% -11.6% -9.6%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
May - Jul, 2024 33,026 2,401 2,502 1,710 97.4 7.3 Sep 5, 2024 J-GAAP
Aug - Oct, 2024 37,002 2,844 2,932 2,194 125.1 7.7 Dec 9, 2024 J-GAAP
Nov - Jan, 2024 36,812 2,704 2,850 1,946 111.7 7.3 Mar 6, 2025 J-GAAP
Feb - Apr, 2025 32,170 2,094 2,175 1,459 83.8 6.5 Jun 3, 2025 J-GAAP
May - Jul, 2025 32,419 1,946 2,014 1,549 89.2 6.0 Sep 4, 2025 J-GAAP
YoY -1.8% -19.0% -19.5% -9.4% -8.4%

Related Articles