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WADAKOHSAN, Mar-Nov (Cumulative 3Q) Ordinary Profit Increases by 11%, Exceeds Full-Year Plan
8931 WADAKOHSAN CORPORATION 【J-GAAP】
Earnings ReportWADAKOHSAN CORPORATION <8931> [TSE Std] announced its financial results after the market closed on January 9th (15:30). The ordinary profit (non-consolidated) for the cumulative third quarter of the fiscal year ending February 2026 (March to November) increased 10.5% from the same period last year, reaching 4.52 billion yen. Progress toward the full-year plan of 3.50 billion yen is 129.2%, already exceeding the target and also exceeding the five-year average of 74.4%.
Based on the cumulative third-quarter performance announced by the company and the unchanged full-year plan, our calculation indicates that the ordinary profit/loss for the December to February period (4Q) is expected to turn into a loss of 1.02 billion yen (compared to a profit of 0.41 billion yen in the same period last year). However, if the fourth-quarter performance remains at the same level as the first three quarters, the full-year plan may be increased.
In the most recent three-month period, from September to November (3Q), the ordinary profit amounted to 2.21 billion yen, a 2.2% decrease compared to the same period last year. The operating profit margin decreased from 18.3% in the same period last year to 16.0%.
Kabutan News
Actual Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Progress Rate vs. First Half | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Mar - Nov, 2023 | 32,298 | 4,016 | 3,503 | 2,421 | 218.2 | 91.7 | Jan 9, 2024 | J-GAAP |
| Mar - Nov, 2024 | 33,746 | 4,660 | 4,092 | 2,813 | 256.3 | 90.9 | Jan 7, 2025 | J-GAAP |
| Mar - Nov, 2025 | 37,590 | 5,230 | 4,523 | 3,110 | 283.9 | 129.2 | Jan 9, 2026 | J-GAAP |
| YoY | +11.4% | +12.2% | +10.5% | +10.6% | +10.8% |
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 | 19,981 | 3,109 | 2,678 | 1,880 | 171.3 | 44 | Apr 11, 2025 | J-GAAP |
| Sep - Feb, 2025 Guidance | 18,818 | 1,742 | 1,195 | 853 | 77.8 | 35 | Oct 3, 2025 | J-GAAP |
| YoY | -5.8% | -44.0% | -55.4% | -54.6% | -54.6% |
Current Period Guidance
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Feb, 2024 | 38,825 | 4,528 | 3,820 | 2,638 | 237.7 | 60 | Apr 12, 2024 | J-GAAP |
| Feb, 2025 | 40,130 | 5,285 | 4,502 | 3,122 | 284.5 | 70 | Apr 11, 2025 | J-GAAP |
| Feb, 2026 Guidance | 41,000 | 4,500 | 3,500 | 2,500 | 228.2 | 70 | Apr 11, 2025 | J-GAAP |
| YoY | +2.2% | -14.9% | -22.3% | -19.9% | -19.8% |
Quarterly Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Operating Profit Margin | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Sep - Nov, 2024 | 13,597 | 2,484 | 2,268 | 1,571 | 143.1 | 18.3 | Jan 7, 2025 | J-GAAP |
| Dec - Feb, 2024 | 6,384 | 625 | 410 | 309 | 28.2 | 9.8 | Apr 11, 2025 | J-GAAP |
| Mar - May, 2025 | 12,313 | 1,734 | 1,513 | 1,109 | 101.2 | 14.1 | Jul 11, 2025 | J-GAAP |
| Jun - Aug, 2025 | 9,869 | 1,024 | 792 | 538 | 49.1 | 10.4 | Oct 3, 2025 | J-GAAP |
| Sep - Nov, 2025 | 15,408 | 2,472 | 2,218 | 1,463 | 133.6 | 16.0 | Jan 9, 2026 | J-GAAP |
| YoY | +13.3% | -0.5% | -2.2% | -6.9% | -6.7% |
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