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SHOEI, 6% Decrease in Ordinary Profit for The Current Fiscal Year, Increased Previous Year's Dividend by 1 Yen, Plan to Continue the 60 Yen Policy This Fiscal Year as Well
7839 SHOEI CO., LTD. 【J-GAAP】
Earnings ReportSHOEI CO., LTD. <7839> [TSE Prime] announced its financial results after the market closed on November 14th (15:30). The consolidated ordinary profit for the fiscal year ended September 2025 decreased by 15.3% from the previous period to 8.90 billion yen. For the fiscal year ending September 2026, the consolidated ordinary profit is expected to decrease by 5.8% from the previous period to 8.38 billion yen.
At the same time, the company increased the annual dividend for the previous term from 59 yen to 60 yen (compared to 70 yen in the prior term), and has decided to continue with a dividend of 60 yen for the current term as well.
In the most recent three-month period, from July to September (4Q), the consolidated ordinary profit decreased to 2.27 billion yen, a 6.9% decrease compared to the same period last year. The operating profit margin decreased from 24.2% in the same period last year to 23.3%.
Kabutan News
Actual Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Sep, 2023 | 33,616 | 9,825 | 9,858 | 7,068 | 131.7 | 66 | Nov 15, 2023 | J-GAAP |
| Sep, 2024 | 35,790 | 10,330 | 10,502 | 7,377 | 139.9 | 70 | Nov 15, 2024 | J-GAAP |
| Sep, 2025 | 32,363 | 8,899 | 8,900 | 6,318 | 120.2 | 60 | Nov 14, 2025 | J-GAAP |
| YoY | -9.6% | -13.9% | -15.3% | -14.4% | -14.1% |
Full Year Results vs. Previous Guidance
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Sep, 2025 Guidance | 33,920 | 8,770 | 8,760 | 6,220 | 118.3 | 59 | Nov 15, 2024 | J-GAAP |
| Sep, 2025 Results | 32,363 | 8,899 | 8,900 | 6,318 | 120.2 | 60 | Nov 14, 2025 | J-GAAP |
| Revision Rate | -4.6% | +1.5% | +1.6% | +1.6% | +1.6% |
Current Period Guidance
H1 Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Oct - Mar, 2024 | 14,562 | 4,373 | 4,343 | 3,040 | 57.9 | 0 | Apr 25, 2025 | J-GAAP |
| Oct - Mar, 2025 Guidance | 15,080 | 4,000 | 4,010 | 2,760 | 52.5 | 0 | Nov 14, 2025 | J-GAAP |
| YoY | +3.6% | -8.5% | -7.7% | -9.2% | -9.3% |
Current Period Guidance
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Sep, 2024 | 35,790 | 10,330 | 10,502 | 7,377 | 139.9 | 70 | Nov 15, 2024 | J-GAAP |
| Sep, 2025 | 32,363 | 8,899 | 8,900 | 6,318 | 120.2 | 60 | Nov 14, 2025 | J-GAAP |
| Sep, 2026 Guidance | 33,950 | 8,370 | 8,380 | 5,940 | 113.0 | 60 | Nov 14, 2025 | J-GAAP |
| YoY | +4.9% | -5.9% | -5.8% | -6.0% | -6.0% |
Quarterly Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Operating Profit Margin | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Jul - Sep, 2024 | 10,294 | 2,491 | 2,441 | 1,754 | 33.3 | 24.2 | Nov 15, 2024 | J-GAAP |
| Oct - Dec, 2024 | 7,838 | 2,488 | 2,562 | 1,804 | 34.3 | 31.7 | Jan 31, 2025 | J-GAAP |
| Jan - Mar, 2025 | 6,724 | 1,885 | 1,781 | 1,236 | 23.5 | 28.0 | Apr 25, 2025 | J-GAAP |
| Apr - Jun, 2025 | 8,371 | 2,331 | 2,285 | 1,587 | 30.2 | 27.8 | Jul 30, 2025 | J-GAAP |
| Jul - Sep, 2025 | 9,430 | 2,195 | 2,272 | 1,691 | 32.2 | 23.3 | Nov 14, 2025 | J-GAAP |
| YoY | -8.4% | -11.9% | -6.9% | -3.6% | -3.2% |
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