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S&J, Jul-Sep (2Q) Ordinary Profit Increases by 56%, Current Fiscal Year Dividend Revised to 15 Yen
5599 S&J Corporation 【J-GAAP】
Earnings ReportS&J Corporation <5599> [TSE Growth] announced its financial results after the market closed on November 12th (16:00). The ordinary profit (non-consolidated) for the cumulative second quarter of the fiscal year ending March 2026 (April to September) expanded 280 million yen, an increase 48.1% compared to the same period last year. Progress toward the full-year plan of 521 million yen was 53.7%, also surpassing progress of 44.7% from the same period of the previous year.
Based on the first-half performance announced by the company and the unchanged full-year plan, our calculation indicates that the ordinary profit for the October to March period (second half) is expected to grow 3.0% from the same period last year, reaching 241 million yen.
At the same time, the company, which had previously planned no dividend for the current fiscal year, has decided to implement a year-end lump-sum dividend of 15 yen (compared to no dividend in the prior term).
In the most recent three-month period, from July to September (2Q), the ordinary profit increased 56.1% from the same period last year, reaching 153 million yen. The operating profit margin rose from 21.3% in the same period last year to 26.6%.
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, 2024 | 908 | 188 | 189 | 129 | 23.1 | 44.7 | Nov 13, 2024 | J-GAAP |
| Apr - Sep, 2025 | 1,104 | 278 | 280 | 193 | 34.9 | 53.7 | Nov 12, 2025 | J-GAAP |
| YoY | +21.6% | +47.9% | +48.1% | +49.6% | +51.1% |
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 | 1,100 | 280 | 280 | 190 | 34.3 | 0 | Oct 22, 2025 | J-GAAP |
| Apr - Sep, 2025 Results | 1,104 | 278 | 280 | 193 | 34.9 | 0 | Nov 12, 2025 | J-GAAP |
| Revision Rate | +0.4% | -0.7% | 0.0% | +1.6% | +1.7% |
Guidance Update
Full Year Update
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Mar, 2026 Prev | 2,519 | 519 | 521 | 352 | 63.3 | 0 | May 14, 2025 | J-GAAP |
| Mar, 2026 New | 2,519 | 519 | 521 | 352 | 63.3 | 15 | Nov 12, 2025 | J-GAAP |
| Revision Rate | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% |
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 | 1,034 | 232 | 234 | 180 | 32.0 | 0 | May 14, 2025 | J-GAAP |
| Oct - Mar, 2025 Guidance | 1,415 | 241 | 241 | 159 | 28.6 | 15 | Nov 12, 2025 | J-GAAP |
| YoY | +36.8% | +3.9% | +3.0% | -11.7% | -10.8% |
Current Period Guidance
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Mar, 2024 | 1,610 | 348 | 319 | 218 | 42.4 | 0 | May 15, 2024 | J-GAAP |
| Mar, 2025 | 1,942 | 420 | 423 | 309 | 55.0 | 0 | May 14, 2025 | J-GAAP |
| Mar, 2026 Guidance | 2,519 | 519 | 521 | 352 | 63.3 | 15 | Nov 12, 2025 | J-GAAP |
| YoY | +29.7% | +23.6% | +23.2% | +13.9% | +15.1% |
Quarterly Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Operating Profit Margin | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Jul - Sep, 2024 | 456 | 97 | 98 | 67 | 12.0 | 21.3 | Nov 13, 2024 | J-GAAP |
| Oct - Dec, 2024 | 471 | 81 | 83 | 57 | 10.2 | 17.2 | Feb 12, 2025 | J-GAAP |
| Jan - Mar, 2025 | 563 | 151 | 151 | 123 | 21.9 | 26.8 | May 14, 2025 | J-GAAP |
| Apr - Jun, 2025 | 537 | 127 | 127 | 87 | 15.8 | 23.6 | Aug 13, 2025 | J-GAAP |
| Jul - Sep, 2025 | 567 | 151 | 153 | 106 | 19.2 | 26.6 | Nov 12, 2025 | J-GAAP |
| YoY | +24.3% | +55.7% | +56.1% | +58.2% | +59.8% |
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