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IINO KAIUN, Ordinary Profit Forecast for the Fiscal Year Revised Upward by 19%, Dividend Revised Upward by 4 Yen
9119 IINO KAIUN KAISHA, LTD. 【J-GAAP】
Earnings ReportIINO KAIUN KAISHA, LTD. <9119> [TSE Prime] announced its financial results in the afternoon session on October 31st (14:00). The consolidated ordinary profit for the cumulative second quarter of the fiscal year ending March 2026 (April to September) decreased 26.4% from the same period last year to 6.58 billion yen.
However, the full-year forecast for consolidated ordinary profit has been revised upward 19.0%, from the previous forecast of 10.5 billion yen to 12.5 billion yen (compared to 17.3 billion yen in the previous period), and the declining rate is expected to decrease from 39.5% to 28.0%.
Based on the first-half performance announced by the company and the full-year plan, our calculation indicates that the consolidated ordinary profit for the October to March period (second half) is expected to decrease 29.7% from the same period last year to 5.91 billion yen.
In light of the strong performance, the company has increased its planned annual dividend for the current fiscal year from the original plan of 44 yen to 48 yen (compared to 58 yen in the previous period).
In the most recent three-month period, from July to September (2Q), the consolidated ordinary profit increased 73.2% from the same period last year, reaching 4.39 billion yen. However, the operating profit margin decreased from 12.7% in the same period last year to 11.2%.
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Actual Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Progress Rate vs. First Half | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Apr - Sep, 2023 | 67,573 | 8,820 | 10,357 | 9,667 | 91.4 | 47.5 | Oct 31, 2023 | J-GAAP |
| Apr - Sep, 2024 | 73,998 | 9,892 | 8,950 | 9,629 | 91.0 | 51.5 | Oct 31, 2024 | J-GAAP |
| Apr - Sep, 2025 | 61,117 | 5,770 | 6,584 | 7,475 | 70.7 | 52.7 | Oct 31, 2025 | J-GAAP |
| YoY | -17.4% | -41.7% | -26.4% | -22.4% | -22.4% |
First Half Results vs. Previous Guidance
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Apr - Sep, 2025 Guidance | 62,000 | 4,400 | 3,700 | 4,700 | 44.4 | 22 | Jul 31, 2025 | J-GAAP |
| Apr - Sep, 2025 Results | 61,117 | 5,770 | 6,584 | 7,475 | 70.7 | 24 | Oct 31, 2025 | J-GAAP |
| Revision Rate | -1.4% | +31.1% | +77.9% | +59.0% | +59.0% |
Guidance Update
Full Year Update
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Mar, 2026 Prev | 130,000 | 10,200 | 10,500 | 11,500 | 108.7 | 44 | Jul 31, 2025 | J-GAAP |
| Mar, 2026 New | 126,000 | 11,800 | 12,500 | 12,600 | 119.1 | 48 | Oct 31, 2025 | J-GAAP |
| Revision Rate | -3.1% | +15.7% | +19.0% | +9.6% | +9.6% |
Current Period Guidance
Second Half Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Oct - Mar, 2024 | 67,868 | 7,208 | 8,418 | 8,738 | 82.6 | 33 | May 8, 2025 | J-GAAP |
| Oct - Mar, 2025 Guidance | 64,883 | 6,030 | 5,916 | 5,125 | 48.4 | 24 | Oct 31, 2025 | J-GAAP |
| YoY | -4.4% | -16.3% | -29.7% | -41.3% | -41.3% |
Current Period Guidance
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Mar, 2024 | 137,950 | 19,063 | 21,800 | 19,745 | 186.6 | 56 | May 7, 2024 | J-GAAP |
| Mar, 2025 | 141,866 | 17,100 | 17,368 | 18,367 | 173.6 | 58 | May 8, 2025 | J-GAAP |
| Mar, 2026 Guidance | 126,000 | 11,800 | 12,500 | 12,600 | 119.1 | 48 | Oct 31, 2025 | J-GAAP |
| YoY | -11.2% | -31.0% | -28.0% | -31.4% | -31.4% |
Quarterly Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Operating Profit Margin | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Jul - Sep, 2024 | 35,831 | 4,563 | 2,536 | 2,885 | 27.3 | 12.7 | Oct 31, 2024 | J-GAAP |
| Oct - Dec, 2024 | 34,737 | 3,852 | 5,267 | 4,552 | 43.0 | 11.1 | Jan 31, 2025 | J-GAAP |
| Jan - Mar, 2025 | 33,131 | 3,356 | 3,151 | 4,186 | 39.6 | 10.1 | May 8, 2025 | J-GAAP |
| Apr - Jun, 2025 | 29,792 | 2,254 | 2,192 | 3,267 | 30.9 | 7.6 | Jul 31, 2025 | J-GAAP |
| Jul - Sep, 2025 | 31,325 | 3,516 | 4,392 | 4,208 | 39.8 | 11.2 | Oct 31, 2025 | J-GAAP |
| YoY | -12.6% | -22.9% | +73.2% | +45.9% | +45.8% |
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