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CEL, Ordinary Profit Forecast for the Fiscal Year Revised Downward to an Unexpected 24% Decrease
5078 CEL Corporation 【J-GAAP】
Guidance Update ReportCEL Corporation <5078> [TSE Std] announced a performance revision in the afternoon session on December 19th (13:30). The consolidated ordinary profit forecast for the fiscal year ending February 2026 has decreased 31.0%, from the previous forecast of 2.26 billion yen to 1.55 billion yen (compared to 2.03 billion yen in the previous period). This changes the outlook from an anticipated profit increase to a projection of a 23.5% decrease in profit.
Based on the downwardly revised full-year plan announced by the company, our calculation indicates that the September to February period (second half) consolidated ordinary profit has decreased 57.9%, from the previous forecast of 1.21 billion yen to 0.50 billion yen (compared to 0.91 billion yen in the same period of the previous year). This changes the outlook from an anticipated profit increase to a projection of a 44.1% decrease in profit.
Kabutan News
Guidance Update
Second Half Update
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Sep - Feb, 2025 Prev | 15,089 | 1,211 | 1,210 | 842 | 248.5 | 135 | Oct 14, 2025 | J-GAAP |
| Sep - Feb, 2025 New | 9,286 | 504 | 509 | 232 | 68.5 | 135 | Dec 19, 2025 | J-GAAP |
| Revision Rate | -38.5% | -58.4% | -57.9% | -72.4% | -72.4% |
Full Year Update
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Feb, 2026 Prev | 25,888 | 2,258 | 2,260 | 1,527 | 450.7 | 135 | Apr 14, 2025 | J-GAAP |
| Feb, 2026 New | 20,085 | 1,551 | 1,559 | 917 | 270.7 | 135 | Dec 19, 2025 | J-GAAP |
| Revision Rate | -22.4% | -31.3% | -31.0% | -39.9% | -39.9% |
Current Period Guidance
Second Half Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Sep - Feb, 2024 | 12,337 | 910 | 911 | 630 | 185.8 | 135 | Apr 14, 2025 | J-GAAP |
| Sep - Feb, 2025 Guidance | 9,286 | 504 | 509 | 232 | 68.5 | 135 | Dec 19, 2025 | J-GAAP |
| YoY | -24.7% | -44.6% | -44.1% | -63.2% | -63.1% |
Current Period Guidance
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Feb, 2024 | 23,103 | 1,637 | 1,658 | 1,109 | 322.5 | 105 | Apr 12, 2024 | J-GAAP |
| Feb, 2025 | 23,922 | 2,018 | 2,039 | 1,416 | 417.6 | 135 | Apr 14, 2025 | J-GAAP |
| Feb, 2026 Guidance | 20,085 | 1,551 | 1,559 | 917 | 270.7 | 135 | Dec 19, 2025 | J-GAAP |
| YoY | -16.0% | -23.1% | -23.5% | -35.2% | -35.2% |
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