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KENSOH, Apr-Dec (Cumulative 3Q) Ordinary Profit Decreases by 26%, Oct-Dec Ordinary Profit Decreases by 87%
7939 KENSOH CO.,LTD. 【J-GAAP】
Earnings ReportKENSOH CO.,LTD. <7939> [TSE Std] announced its financial results at noon (12:00) on January 30th. The ordinary profit (non-consolidated) for the cumulative third quarter of the fiscal year ending March 2026 (April to December) decreased 25.6% from the same period last year to 96 million yen. Progress toward the full-year plan of 219 million yen was 43.8%, almost the same as the five-year average of 43.9%.
Based on the cumulative third-quarter performance announced by the company and the unchanged full-year plan, our calculation indicates that the ordinary profit for the January to March period (4Q) is expected to decrease 3.9% from the same period last year to 123 million yen.
In the most recent three-month period, from October to December (3Q), the ordinary profit significantly dropped to 14 million yen, an 86.5% decrease compared to the same period last year. The operating profit margin drastically worsened from 7.1% in the same period last year to 0.9%.
Kabutan News
Actual Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Progress Rate vs. First Half | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Apr - Dec, 2023 | 4,170 | 110 | 109 | 75 | 20.0 | 42.6 | Jan 26, 2024 | J-GAAP |
| Apr - Dec, 2024 | 4,077 | 134 | 129 | 87 | 23.0 | 50.2 | Jan 31, 2025 | J-GAAP |
| Apr - Dec, 2025 | 4,523 | 102 | 96 | 87 | 23.0 | 43.8 | Jan 30, 2026 | J-GAAP |
| YoY | +10.9% | -23.9% | -25.6% | 0.0% | 0.0% |
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 | 3,300 | 237 | 232 | 160 | 42.3 | 21 | May 9, 2025 | J-GAAP |
| Oct - Mar, 2025 Guidance | 3,063 | 142 | 137 | 92 | 24.2 | 22 | Oct 31, 2025 | J-GAAP |
| YoY | -7.2% | -40.1% | -40.9% | -42.5% | -42.7% |
Current Period Guidance
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Mar, 2024 | 5,888 | 259 | 256 | 183 | 48.8 | 16 | May 10, 2024 | J-GAAP |
| Mar, 2025 | 5,868 | 264 | 257 | 175 | 46.3 | 21 | May 9, 2025 | J-GAAP |
| Mar, 2026 Guidance | 5,996 | 229 | 219 | 148 | 39.0 | 22 | May 9, 2025 | J-GAAP |
| YoY | +2.2% | -13.3% | -14.8% | -15.4% | -15.8% |
Quarterly Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Operating Profit Margin | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Oct - Dec, 2024 | 1,509 | 107 | 104 | 72 | 19.1 | 7.1 | Jan 31, 2025 | J-GAAP |
| Jan - Mar, 2025 | 1,791 | 130 | 128 | 88 | 23.3 | 7.3 | May 9, 2025 | J-GAAP |
| Apr - Jun, 2025 | 1,441 | 24 | 23 | 15 | 4.1 | 1.7 | Jul 25, 2025 | J-GAAP |
| Jul - Sep, 2025 | 1,492 | 63 | 59 | 41 | 10.9 | 4.2 | Oct 31, 2025 | J-GAAP |
| Oct - Dec, 2025 | 1,590 | 15 | 14 | 31 | 8.2 | 0.9 | Jan 30, 2026 | J-GAAP |
| YoY | +5.4% | -86.0% | -86.5% | -56.9% | -56.9% |
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