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Joshin Denki, First Half Ordinary Profit Increases by 13%, Jul-Sep Ordinary Profit Increases by 74%
8173 Joshin Denki Co., Ltd. 【J-GAAP】
Earnings ReportJoshin Denki Co., Ltd. <8173> [TSE Prime] announced its financial results at noon (12:00) on November 4th. The consolidated ordinary profit for the cumulative second quarter of the fiscal year ending March 2026 (April to September) increased 12.8% from the same period last year, reaching 2.00 billion yen. Progress toward the full-year plan of 4.00 billion yen was 50.1%, almost the same as the five-year average of 52.4%.
Based on the first-half performance announced by the company and the unchanged full-year plan, our calculation indicates that the consolidated ordinary profit for the October to March period (second half) is expected to grow 16.5% from the same period last year, reaching 1.99 billion yen.
In the most recent three-month period, from July to September (2Q), the consolidated ordinary profit increased 74.5% from the same period last year, reaching 1.52 billion yen. The operating profit margin improved from 0.9% in the same period last year to 1.4%.
Kabutan News
Actual Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Progress Rate vs. First Half | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Apr - Sep, 2023 | 197,483 | 4,586 | 4,549 | 3,110 | 117.7 | 55.1 | Nov 7, 2023 | J-GAAP |
| Apr - Sep, 2024 | 191,986 | 1,838 | 1,777 | 2,196 | 84.3 | 50.9 | Nov 5, 2024 | J-GAAP |
| Apr - Sep, 2025 | 210,452 | 2,138 | 2,004 | 1,894 | 73.3 | 50.1 | Nov 4, 2025 | J-GAAP |
| YoY | +9.6% | +16.3% | +12.8% | -13.8% | -13.1% |
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 | 196,000 | 2,000 | 2,000 | 1,600 | 61.9 | 50 | Sep 16, 2025 | J-GAAP |
| Apr - Sep, 2025 Results | 210,452 | 2,138 | 2,004 | 1,894 | 73.3 | 50 | Nov 4, 2025 | J-GAAP |
| Revision Rate | +7.4% | +6.9% | +0.2% | +18.4% | +18.4% |
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 | 211,273 | 1,850 | 1,714 | 1,211 | 46.6 | 100 | May 9, 2025 | J-GAAP |
| Oct - Mar, 2025 Guidance | 193,548 | 1,862 | 1,996 | 906 | 35.0 | 50 | Nov 4, 2025 | J-GAAP |
| YoY | -8.4% | +0.6% | +16.5% | -25.2% | -24.9% |
Current Period Guidance
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Mar, 2024 | 403,692 | 8,364 | 8,251 | 4,891 | 185.9 | 90 | May 7, 2024 | J-GAAP |
| Mar, 2025 | 403,259 | 3,688 | 3,491 | 3,407 | 131.1 | 100 | May 9, 2025 | J-GAAP |
| Mar, 2026 Guidance | 404,000 | 4,000 | 4,000 | 2,800 | 108.2 | 100 | Sep 16, 2025 | J-GAAP |
| YoY | +0.2% | +8.5% | +14.6% | -17.8% | -17.5% |
Quarterly Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Operating Profit Margin | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Jul - Sep, 2024 | 101,791 | 929 | 873 | 1,728 | 66.4 | 0.9 | Nov 5, 2024 | J-GAAP |
| Oct - Dec, 2024 | 103,031 | -351 | -404 | 198 | 7.6 | -0.3 | Feb 4, 2025 | J-GAAP |
| Jan - Mar, 2025 | 108,242 | 2,201 | 2,118 | 1,013 | 39.0 | 2.0 | May 9, 2025 | J-GAAP |
| Apr - Jun, 2025 | 99,738 | 564 | 481 | 503 | 19.5 | 0.6 | Aug 5, 2025 | J-GAAP |
| Jul - Sep, 2025 | 110,714 | 1,574 | 1,523 | 1,391 | 53.8 | 1.4 | Nov 4, 2025 | J-GAAP |
| YoY | +8.8% | +69.4% | +74.5% | -19.5% | -18.9% |
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