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Poppins, Jan-Sep (Cumulative 3Q) Ordinary Profit Increases by 5%
7358 Poppins Corporation 【J-GAAP】
Earnings ReportPoppins Corporation <7358> [TSE Std] announced its financial results after the market closed on November 12th (15:30). The consolidated ordinary profit for the cumulative third quarter of the fiscal year ending December 2025 (January to September) increased 5.2% from the same period last year, reaching 1.30 billion yen. Progress toward the full-year plan of 1.70 billion yen was 76.8%, also surpassing the five-year average of 61.4%.
Based on the cumulative third-quarter performance announced by the company and the unchanged full-year plan, our calculation indicates that the consolidated ordinary profit for the October to December period (4Q) is expected to grow 11.6% from the same period last year, reaching 0.39 billion yen.
In the most recent three-month period, from July to September (3Q), the consolidated ordinary profit decreased to 0.38 billion yen, a 22.1% decrease compared to the same period last year. The operating profit margin worsened from 6.6% in the same period last year to 4.6%.
Kabutan News
Actual Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Progress Rate vs. First Half | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Jan - Sep, 2023 | 21,094 | 456 | 461 | 280 | 28.9 | 35.4 | Nov 8, 2023 | J-GAAP |
| Jan - Sep, 2024 | 23,515 | 1,221 | 1,241 | 550 | 56.6 | 77.9 | Nov 8, 2024 | J-GAAP |
| Jan - Sep, 2025 | 25,628 | 1,327 | 1,306 | 853 | 87.6 | 76.8 | Nov 12, 2025 | J-GAAP |
| YoY | +9.0% | +8.7% | +5.2% | +55.1% | +54.8% |
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 | 15,967 | 864 | 851 | 310 | 31.9 | 40 | Feb 13, 2025 | J-GAAP |
| Jul - Dec, 2025 Guidance | 15,788 | 762 | 782 | 394 | 40.4 | 40 | Aug 8, 2025 | J-GAAP |
| YoY | -1.1% | -11.8% | -8.1% | +27.1% | +26.7% |
Current Period Guidance
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Dec, 2023 | 28,893 | 1,162 | 1,301 | 677 | 69.9 | 40 | Feb 14, 2024 | J-GAAP |
| Dec, 2024 | 31,690 | 1,574 | 1,594 | 776 | 79.8 | 40 | Feb 13, 2025 | J-GAAP |
| Dec, 2025 Guidance | 33,000 | 1,700 | 1,700 | 1,000 | 102.5 | 40 | Feb 13, 2025 | J-GAAP |
| YoY | +4.1% | +8.0% | +6.6% | +28.9% | +28.4% |
Quarterly Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Operating Profit Margin | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Jul - Sep, 2024 | 7,792 | 511 | 498 | 84 | 8.6 | 6.6 | Nov 8, 2024 | J-GAAP |
| Oct - Dec, 2024 | 8,175 | 353 | 353 | 226 | 23.2 | 4.3 | Feb 13, 2025 | J-GAAP |
| Jan - Mar, 2025 | 8,605 | 988 | 976 | 632 | 64.9 | 11.5 | May 14, 2025 | J-GAAP |
| Apr - Jun, 2025 | 8,607 | -50 | -58 | -26 | -2.7 | -0.6 | Aug 8, 2025 | J-GAAP |
| Jul - Sep, 2025 | 8,416 | 389 | 388 | 247 | 25.4 | 4.6 | Nov 12, 2025 | J-GAAP |
| YoY | +8.0% | -23.9% | -22.1% | +194.0% | +193.5% |
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