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SENKON LOGISTICS, First Half Ordinary Profit Decreases by 32%

Wed Nov 12, 2025 4:00 pm JST Earnings

9051 SENKON LOGISTICS CO., LTD. 【J-GAAP】

Earnings Report

SENKON LOGISTICS CO., LTD. <9051> [TSE Std] announced its financial results after the market closed on November 12th (16:00). The consolidated ordinary profit for the cumulative second quarter of the fiscal year ending March 2026 (April to September) dropped 31.8% from the same period last year to 317 million yen. Progress toward the full-year plan of 490 million yen was 64.7%, also surpassing the five-year average of 51.4%.

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 significant drop 63.2% from the same period last year to 173 million yen.

In the most recent three-month period, from July to September (2Q), the consolidated ordinary profit dropped to 163 million yen, a 35.6% decrease compared to the same period last year. The operating profit margin worsened from 5.1% in the same period last year to 3.5%.

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Actual Results

Accumulated Results 2nd Quarter
Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Progress Rate vs. First Half Announce Accounting Standards
Apr - Sep, 2023 8,173 301 310 160 31.9 52.7 Nov 10, 2023 J-GAAP
Apr - Sep, 2024 9,261 452 465 291 58.5 49.7 Nov 12, 2024 J-GAAP
Apr - Sep, 2025 9,453 331 317 149 30.0 64.7 Nov 12, 2025 J-GAAP
YoY +2.1% -26.8% -31.8% -48.8% -48.8%

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 9,100 290 270 150 30.3 7.50 May 15, 2025 J-GAAP
Apr - Sep, 2025 Results 9,453 331 317 149 30.0 7.50 Nov 12, 2025 J-GAAP
Revision Rate +3.9% +14.1% +17.4% -0.7% -1.0%

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 9,563 361 470 215 43.2 7.50 May 15, 2025 J-GAAP
Oct - Mar, 2025 Guidance 8,947 199 173 91 18.4 7.50 Nov 12, 2025 J-GAAP
YoY -6.4% -44.9% -63.2% -57.7% -57.4%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 17,543 561 588 383 76.7 15 May 15, 2024 J-GAAP
Mar, 2025 18,824 813 935 506 101.7 15 May 15, 2025 J-GAAP
Mar, 2026 Guidance 18,400 530 490 240 48.5 15 May 15, 2025 J-GAAP
YoY -2.3% -34.8% -47.6% -52.6% -52.3%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Jul - Sep, 2024 4,905 249 253 157 31.6 5.1 Nov 12, 2024 J-GAAP
Oct - Dec, 2024 4,669 188 197 117 23.5 4.0 Feb 12, 2025 J-GAAP
Jan - Mar, 2025 4,894 173 273 98 19.7 3.5 May 15, 2025 J-GAAP
Apr - Jun, 2025 4,650 161 154 59 12.0 3.5 Aug 8, 2025 J-GAAP
Jul - Sep, 2025 4,803 170 163 90 18.1 3.5 Nov 12, 2025 J-GAAP
YoY -2.1% -31.7% -35.6% -42.7% -42.6%

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