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SEIGAKUSHA, First Half Ordinary Profit Unexpectedly Revised Upward by 47%
2179 SEIGAKUSHA CO.,LTD. 【J-GAAP】
Earnings ReportSEIGAKUSHA CO.,LTD. <2179> [TSE Std] announced its financial results after the market closed on November 13th (15:30). The consolidated ordinary profit for the cumulative second quarter of the fiscal year ending March 2026 (April to September) expanded 159 million yen, an increase 47.2% compared to the same period last year, resulting in an increase in profits compared to the previous forecast of a 63.9% decrease.
Progress toward the full-year plan of 805 million yen was 19.8%, exceeding the five-year average of 13.4%.
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 nearly flat at 646 million yen, down 0.6% from the same period last year.
In the most recent three-month period, from July to September (2Q), the consolidated ordinary profit grew 16.9% from the same period last year, reaching 718 million yen. The operating profit margin rose from 15.8% in the same period last year to 16.9%.
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 | 6,032 | 98 | 98 | 42 | 7.6 | 13.8 | Nov 13, 2023 | J-GAAP |
| Apr - Sep, 2024 | 6,539 | 118 | 108 | 74 | 13.4 | 14.2 | Nov 13, 2024 | J-GAAP |
| Apr - Sep, 2025 | 7,066 | 167 | 159 | 72 | 13.1 | 19.8 | Nov 13, 2025 | J-GAAP |
| YoY | +8.1% | +41.5% | +47.2% | -2.7% | -2.3% |
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 | 7,040 | 50 | 39 | 5 | 0.9 | 11 | May 15, 2025 | J-GAAP |
| Apr - Sep, 2025 Results | 7,066 | 167 | 159 | 72 | 13.1 | 11 | Nov 13, 2025 | J-GAAP |
| Revision Rate | +0.4% | +234.0% | +307.7% | +1,340.0% | +1,354.4% |
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 | 7,748 | 660 | 650 | 387 | 69.8 | 9.50 | May 15, 2025 | J-GAAP |
| Oct - Mar, 2025 Guidance | 8,134 | 659 | 646 | 357 | 64.4 | 11 | Nov 13, 2025 | J-GAAP |
| YoY | +5.0% | -0.2% | -0.6% | -7.8% | -7.8% |
Current Period Guidance
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Mar, 2024 | 13,102 | 702 | 711 | 433 | 78.2 | 18 | May 15, 2024 | J-GAAP |
| Mar, 2025 | 14,287 | 778 | 758 | 461 | 83.2 | 19 | May 15, 2025 | J-GAAP |
| Mar, 2026 Guidance | 15,200 | 826 | 805 | 429 | 77.3 | 22 | May 15, 2025 | J-GAAP |
| YoY | +6.4% | +6.2% | +6.2% | -6.9% | -7.0% |
Quarterly Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Operating Profit Margin | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Jul - Sep, 2024 | 3,991 | 630 | 614 | 388 | 70.3 | 15.8 | Nov 13, 2024 | J-GAAP |
| Oct - Dec, 2024 | 4,013 | 684 | 688 | 453 | 81.7 | 17.0 | Feb 12, 2025 | J-GAAP |
| Jan - Mar, 2025 | 3,735 | -24 | -38 | -66 | -11.9 | -0.6 | May 15, 2025 | J-GAAP |
| Apr - Jun, 2025 | 2,796 | -554 | -559 | -387 | -69.9 | -19.8 | Aug 7, 2025 | J-GAAP |
| Jul - Sep, 2025 | 4,270 | 721 | 718 | 459 | 83.5 | 16.9 | Nov 13, 2025 | J-GAAP |
| YoY | +7.0% | +14.4% | +16.9% | +18.3% | +18.8% |
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