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SENKO, Ordinary Profit Forecast for the Fiscal Year Revised Downward by 8%

Thu Nov 13, 2025 4:30 pm JST Earnings

9069 SENKO Group Holdings Co.,Ltd. 【J-GAAP】

Earnings Report

SENKO Group Holdings Co.,Ltd. <9069> [TSE Prime] announced its financial results after the market closed on November 13th (16:30). The consolidated ordinary profit for the cumulative second quarter of the fiscal year ending March 2026 (April to September) decreased 5.7% from the same period last year to 15.3 billion yen, resulting in a decrease in profits compared to the previous forecast of a 3.0% increase.

In addition, the full-year forecast for consolidated ordinary profit has decreased 7.9%, from the previous forecast of 38.0 billion yen to 35.0 billion yen (compared to 33.7 billion yen in the previous period), leading to a reduction in the profit growth rate from 12.5% to 3.7%.

Based on the first-half performance announced by the company and the full-year plan, our calculation indicates that the consolidated ordinary profit for the October to March period (second half) is expected to grow 12.4% from the same period last year, reaching 19.6 billion yen.

In the most recent three-month period, from July to September (2Q), the consolidated ordinary profit decreased to 6.73 billion yen, a 10.3% decrease compared to the same period last year. The operating profit margin worsened from 3.9% in the same period last year to 3.4%.

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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 379,678 14,771 14,961 8,857 59.2 49.0 Nov 13, 2023 J-GAAP
Apr - Sep, 2024 414,122 16,830 16,316 10,495 69.9 48.3 Nov 11, 2024 J-GAAP
Apr - Sep, 2025 436,893 16,199 15,389 8,721 51.0 44.0 Nov 13, 2025 J-GAAP
YoY +5.5% -3.7% -5.7% -16.9% -27.1%

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 441,000 17,900 16,800 9,600 56.1 25 May 12, 2025 J-GAAP
Apr - Sep, 2025 Results 436,893 16,199 15,389 8,721 51.0 25 Nov 13, 2025 J-GAAP
Revision Rate -0.9% -9.5% -8.4% -9.2% -9.1%

Guidance Update

Full Year Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2026 Prev 910,000 40,000 38,000 21,600 126.1 50 May 12, 2025 J-GAAP
Mar, 2026 New 898,000 37,000 35,000 19,200 112.0 50 Nov 13, 2025 J-GAAP
Revision Rate -1.3% -7.5% -7.9% -11.1% -11.1%

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 440,428 18,116 17,451 8,115 51.9 23 May 12, 2025 J-GAAP
Oct - Mar, 2025 Guidance 461,107 20,801 19,611 10,479 61.2 25 Nov 13, 2025 J-GAAP
YoY +4.7% +14.8% +12.4% +29.1% +17.9%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 778,370 29,906 30,503 15,944 106.3 38 May 13, 2024 J-GAAP
Mar, 2025 854,550 34,946 33,767 18,610 118.9 46 May 12, 2025 J-GAAP
Mar, 2026 Guidance 898,000 37,000 35,000 19,200 112.0 50 Nov 13, 2025 J-GAAP
YoY +5.1% +5.9% +3.7% +3.2% -5.8%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Jul - Sep, 2024 213,303 8,232 7,508 5,321 35.4 3.9 Nov 11, 2024 J-GAAP
Oct - Dec, 2024 227,745 12,106 12,055 5,581 36.7 5.3 Feb 13, 2025 J-GAAP
Jan - Mar, 2025 212,683 6,010 5,396 2,534 16.2 2.8 May 12, 2025 J-GAAP
Apr - Jun, 2025 217,409 8,689 8,657 5,010 29.3 4.0 Aug 8, 2025 J-GAAP
Jul - Sep, 2025 219,484 7,510 6,732 3,711 21.7 3.4 Nov 13, 2025 J-GAAP
YoY +2.9% -8.8% -10.3% -30.3% -38.8%

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