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ICDA Holdings, First Half Ordinary Profit Decreases by 10%, Jul-Sep Ordinary Profit Decreases by 10%
3184 International Conglomerate of Distribution for Automobile Holdings Co., Ltd. 【J-GAAP】
Earnings ReportInternational Conglomerate of Distribution for Automobile Holdings Co., Ltd. <3184> [TSE Std] announced its financial results after the market closed on November 14th (16:40). The consolidated ordinary profit for the cumulative second quarter of the fiscal year ending March 2026 (April to September) decreased 10.5% from the same period last year to 0.95 billion yen. However, Progress toward the full-year plan of 1.90 billion yen was 50.0%, almost the same as the five-year average of 52.5%.
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 grow 22.7% from the same period last year, reaching 0.95 billion yen.
In the most recent three-month period, from July to September (2Q), the consolidated ordinary profit decreased to 0.49 billion yen, a 9.9% decrease compared to the same period last year. The operating profit margin worsened from 5.8% in the same period last year to 5.1%.
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 | 15,308 | 793 | 809 | 537 | 255.8 | 44.2 | Nov 13, 2023 | J-GAAP |
| Apr - Sep, 2024 | 18,497 | 1,046 | 1,061 | 695 | 331.1 | 57.8 | Nov 14, 2024 | J-GAAP |
| Apr - Sep, 2025 | 18,750 | 918 | 950 | 629 | 299.9 | 50.0 | Nov 14, 2025 | J-GAAP |
| YoY | +1.4% | -12.2% | -10.5% | -9.5% | -9.4% |
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 | 18,329 | 877 | 874 | 575 | 273.8 | 0 | May 15, 2025 | J-GAAP |
| Apr - Sep, 2025 Results | 18,750 | 918 | 950 | 629 | 299.9 | 0 | Nov 14, 2025 | J-GAAP |
| Revision Rate | +2.3% | +4.7% | +8.7% | +9.4% | +9.5% |
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 | 19,684 | 766 | 774 | 579 | 275.8 | 70 | May 15, 2025 | J-GAAP |
| Oct - Mar, 2025 Guidance | 19,750 | 992 | 950 | 631 | 300.5 | 70 | Nov 14, 2025 | J-GAAP |
| YoY | +0.3% | +29.5% | +22.7% | +9.0% | +8.9% |
Current Period Guidance
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Mar, 2024 | 33,101 | 1,797 | 1,830 | 930 | 443.3 | 50 | May 14, 2024 | J-GAAP |
| Mar, 2025 | 38,181 | 1,812 | 1,835 | 1,274 | 607.0 | 70 | May 15, 2025 | J-GAAP |
| Mar, 2026 Guidance | 38,500 | 1,910 | 1,900 | 1,260 | 600.1 | 70 | May 15, 2025 | J-GAAP |
| YoY | +0.8% | +5.4% | +3.5% | -1.1% | -1.1% |
Quarterly Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Operating Profit Margin | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Jul - Sep, 2024 | 9,382 | 546 | 548 | 348 | 165.8 | 5.8 | Nov 14, 2024 | J-GAAP |
| Oct - Dec, 2024 | 9,321 | 390 | 396 | 250 | 119.1 | 4.2 | Feb 14, 2025 | J-GAAP |
| Jan - Mar, 2025 | 10,363 | 376 | 378 | 329 | 156.7 | 3.6 | May 15, 2025 | J-GAAP |
| Apr - Jun, 2025 | 9,308 | 433 | 456 | 309 | 147.2 | 4.7 | Jul 28, 2025 | J-GAAP |
| Jul - Sep, 2025 | 9,442 | 485 | 494 | 320 | 152.6 | 5.1 | Nov 14, 2025 | J-GAAP |
| YoY | +0.6% | -11.2% | -9.9% | -8.0% | -8.0% |
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