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Sharing Innovations, Ordinary Profit Forecast for the Fiscal Year Revised Downward to an Unexpected 64% Decrease
4178 Sharing Innovations Inc. 【J-GAAP】
Earnings ReportSharing Innovations Inc. <4178> [TSE Growth] announced its financial results after the market closed on November 14th (15:30). The consolidated ordinary profit for the cumulative third quarter of the fiscal year ending December 2025 (January to September) significantly dropped 70.6% from the same period last year to 48 million yen.
In addition, the full-year forecast for consolidated ordinary profit has decreased 71.7%, from the previous forecast of 300 million yen to 85 million yen (compared to 235 million yen in the previous period). This changes the outlook from an anticipated profit increase to a projection of a 63.8% decrease in profit.
Based on the full-year plan announced by the company after the downward revision, our estimate of the consolidated ordinary profit for the July to December period (second half) has decreased 75.4%, from the previous forecast of 285 million yen to 70 million yen (compared to 132 million yen in the same period of the previous year). This changes the outlook from an anticipated profit increase to a projection of a 47.0% decrease in profit.
In the most recent three-month period, from July to September (3Q), the consolidated ordinary profit dropped to 33 million yen, a 45.0% decrease compared to the same period last year. The operating profit margin worsened from 4.9% in the same period last year to 3.1%.
Kabutan News
Actual Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Progress Rate vs. First Half | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Jan - Sep, 2023 | 3,746 | 52 | 55 | 17 | 4.7 | 43.7 | Nov 14, 2023 | J-GAAP |
| Jan - Sep, 2024 | 3,848 | 168 | 163 | 101 | 27.2 | 69.4 | Nov 14, 2024 | J-GAAP |
| Jan - Sep, 2025 | 3,383 | 59 | 48 | 8 | 2.2 | 56.5 | Nov 14, 2025 | J-GAAP |
| YoY | -12.1% | -64.9% | -70.6% | -92.1% | -92.0% |
Guidance Update
Second Half Update
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Jul - Dec, 2025 Prev | 3,173 | 284 | 285 | 190 | 50.8 | 0 | Aug 14, 2025 | J-GAAP |
| Jul - Dec, 2025 New | 2,188 | 74 | 70 | 23 | 6.2 | 0 | Nov 14, 2025 | J-GAAP |
| Revision Rate | -31.0% | -73.9% | -75.4% | -87.9% | -87.9% |
Full Year Update
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Dec, 2025 Prev | 5,485 | 310 | 300 | 185 | 49.4 | 0 | Feb 14, 2025 | J-GAAP |
| Dec, 2025 New | 4,500 | 100 | 85 | 18 | 4.8 | 0 | Nov 14, 2025 | J-GAAP |
| Revision Rate | -18.0% | -67.7% | -71.7% | -90.3% | -90.3% |
Current Period Guidance
Second Half Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Jul - Dec, 2024 | 2,619 | 135 | 132 | 73 | 19.5 | 0 | Feb 14, 2025 | J-GAAP |
| Jul - Dec, 2025 Guidance | 2,188 | 74 | 70 | 23 | 6.2 | 0 | Nov 14, 2025 | J-GAAP |
| YoY | -16.5% | -45.2% | -47.0% | -68.5% | -68.5% |
Current Period Guidance
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Dec, 2023 | 5,057 | 124 | 126 | 34 | 9.1 | 0 | Feb 14, 2024 | J-GAAP |
| Dec, 2024 | 5,169 | 239 | 235 | 137 | 36.6 | 0 | Feb 14, 2025 | J-GAAP |
| Dec, 2025 Guidance | 4,500 | 100 | 85 | 18 | 4.8 | 0 | Nov 14, 2025 | J-GAAP |
| YoY | -12.9% | -58.2% | -63.8% | -86.9% | -86.9% |
Quarterly Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Operating Profit Margin | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Jul - Sep, 2024 | 1,298 | 64 | 60 | 37 | 10.0 | 4.9 | Nov 14, 2024 | J-GAAP |
| Oct - Dec, 2024 | 1,321 | 71 | 72 | 36 | 9.6 | 5.4 | Feb 14, 2025 | J-GAAP |
| Jan - Mar, 2025 | 1,218 | 11 | 5 | -3 | -1.0 | 0.9 | May 14, 2025 | J-GAAP |
| Apr - Jun, 2025 | 1,094 | 15 | 10 | -2 | -0.6 | 1.4 | Aug 14, 2025 | J-GAAP |
| Jul - Sep, 2025 | 1,071 | 33 | 33 | 13 | 3.5 | 3.1 | Nov 14, 2025 | J-GAAP |
| YoY | -17.5% | -48.4% | -45.0% | -64.9% | -64.6% |
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