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Kirin Holdings, Jan-Sep (Cumulative 3Q) Net Income Increases by 30%
2503 Kirin Holdings Company, Limited 【IFRS】
Earnings ReportKirin Holdings Company, Limited <2503> [TSE Prime] announced its financial results (based on IFRS) after the market closed on November 11th (15:30). The consolidated net income for the cumulative third quarter of the fiscal year ending December 2025 (January to September) increased 29.7% from the same period last year, reaching 102 billion yen. However, Progress toward the full-year plan of 150 billion yen was 68.6%, also falling below the five-year average of 102.6%.
Based on the cumulative third-quarter performance announced by the company and the unchanged full-year plan, our calculation indicates that the consolidated net income/loss for the October to December period (4Q) is expected to turn into a profit of 47.1 billion yen (compared to a loss of 21.0 billion yen in the same period last year).
In the most recent three-month period, from July to September (3Q), the consolidated net income surged 2.3 times that of the same period last year, reaching 49.9 billion yen. The operating profit margin drastically improved from 7.0% in the same period last year to 12.3%.
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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 |
|---|---|---|---|---|---|---|---|---|
| Jan - Sep, 2023 | 1,547,871 | 112,279 | 142,442 | 83,913 | 103.6 | 72.3 | Nov 8, 2023 | IFRS |
| Jan - Sep, 2024 | 1,699,720 | 123,262 | 156,005 | 79,268 | 97.9 | 111.7 | Nov 7, 2024 | IFRS |
| Jan - Sep, 2025 | 1,756,117 | 144,826 | 167,321 | 102,833 | 127.0 | 72.7 | Nov 11, 2025 | IFRS |
| YoY | +3.3% | +17.5% | +7.3% | +29.7% | +29.7% |
Current Period Guidance
Second Half Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Jul - Dec, 2024 | 1,242,562 | 44,450 | 31,180 | 994 | 1.2 | 35.50 | Feb 14, 2025 | IFRS |
| Jul - Dec, 2025 Guidance | 1,303,691 | 123,277 | 146,239 | 97,165 | 119.9 | 37 | Aug 7, 2025 | IFRS |
| YoY | +4.9% | +177.3% | +369.0% | +9,675.2% | +9,650.4% |
Current Period Guidance
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Dec, 2023 | 2,134,393 | 150,294 | 197,049 | 112,697 | 139.2 | 71 | Feb 14, 2024 | IFRS |
| Dec, 2024 | 2,338,385 | 125,340 | 139,721 | 58,214 | 71.9 | 71 | Feb 14, 2025 | IFRS |
| Dec, 2025 Guidance | 2,440,000 | 192,000 | 230,000 | 150,000 | 185.2 | 74 | Aug 7, 2025 | IFRS |
| YoY | +4.3% | +53.2% | +64.6% | +157.7% | +157.6% |
Quarterly Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Operating Profit Margin | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Jul - Sep, 2024 | 603,897 | 42,372 | 47,464 | 22,048 | 27.2 | 7.0 | Nov 7, 2024 | IFRS |
| Oct - Dec, 2024 | 638,665 | 2,078 | -16,284 | -21,054 | -26.0 | 0.3 | Feb 14, 2025 | IFRS |
| Jan - Mar, 2025 | 545,852 | 30,993 | 38,265 | 24,338 | 30.1 | 5.7 | May 13, 2025 | IFRS |
| Apr - Jun, 2025 | 590,457 | 37,730 | 45,496 | 28,497 | 35.2 | 6.4 | Aug 7, 2025 | IFRS |
| Jul - Sep, 2025 | 619,808 | 76,103 | 83,560 | 49,998 | 61.7 | 12.3 | Nov 11, 2025 | IFRS |
| YoY | +2.6% | +79.6% | +76.0% | +126.8% | +126.7% |
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