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JTP CO, First Half Ordinary Profit Unexpectedly Revised Upward by 30%
2488 JTP CO.,Ltd. 【J-GAAP】
Earnings ReportJTP CO.,Ltd. <2488> [TSE Std] announced its financial results after the market closed on November 14th (15:30). The ordinary profit (non-consolidated) for the cumulative second quarter of the fiscal year ending March 2026 (April to September) increased 29.9% from the same period last year, reaching 443 million yen, resulting in an increase in profits compared to the previous forecast of a 26.1% decrease.
Progress toward the full-year plan of 830 million yen was 53.4%, also surpassing the five-year average of 36.1%.
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 decrease 20.5% from the same period last year to 387 million yen.
In the most recent three-month period, from July to September (2Q), the ordinary profit grew 19.3% from the same period last year, reaching 290 million yen. The operating profit margin remained almost flat, changing from 10.8% in the same period last year to 10.9%.
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 | 3,899 | 243 | 258 | 183 | 32.6 | 38.8 | Nov 14, 2023 | J-GAAP |
| Apr - Sep, 2024 | 4,381 | 345 | 341 | 225 | 39.9 | 41.2 | Nov 14, 2024 | J-GAAP |
| Apr - Sep, 2025 | 4,939 | 436 | 443 | 298 | 52.4 | 53.4 | Nov 14, 2025 | J-GAAP |
| YoY | +12.7% | +26.4% | +29.9% | +32.4% | +31.5% |
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 | 4,435 | 252 | 252 | 166 | 29.1 | 11 | May 15, 2025 | J-GAAP |
| Apr - Sep, 2025 Results | 4,939 | 436 | 443 | 298 | 52.4 | 11 | Nov 14, 2025 | J-GAAP |
| Revision Rate | +11.4% | +73.0% | +75.8% | +79.5% | +80.1% |
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 | 4,830 | 475 | 487 | 337 | 59.5 | 29 | May 15, 2025 | J-GAAP |
| Oct - Mar, 2025 Guidance | 4,693 | 394 | 387 | 302 | 53.0 | 32 | Nov 14, 2025 | J-GAAP |
| YoY | -2.8% | -17.1% | -20.5% | -10.4% | -11.0% |
Current Period Guidance
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Mar, 2024 | 8,119 | 631 | 665 | 482 | 85.7 | 36 | May 13, 2024 | J-GAAP |
| Mar, 2025 | 9,211 | 820 | 828 | 562 | 99.3 | 41 | May 15, 2025 | J-GAAP |
| Mar, 2026 Guidance | 9,632 | 830 | 830 | 600 | 105.2 | 43 | May 15, 2025 | J-GAAP |
| YoY | +4.6% | +1.2% | +0.2% | +6.8% | +6.0% |
Quarterly Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Operating Profit Margin | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Jul - Sep, 2024 | 2,333 | 253 | 243 | 163 | 28.9 | 10.8 | Nov 14, 2024 | J-GAAP |
| Oct - Dec, 2024 | 2,403 | 245 | 257 | 173 | 30.6 | 10.2 | Feb 14, 2025 | J-GAAP |
| Jan - Mar, 2025 | 2,427 | 230 | 230 | 164 | 29.0 | 9.5 | May 15, 2025 | J-GAAP |
| Apr - Jun, 2025 | 2,312 | 150 | 153 | 101 | 17.9 | 6.5 | Aug 6, 2025 | J-GAAP |
| Jul - Sep, 2025 | 2,627 | 286 | 290 | 197 | 34.7 | 10.9 | Nov 14, 2025 | J-GAAP |
| YoY | +12.6% | +13.0% | +19.3% | +20.9% | +20.0% |
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