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Mitsubishi Steel Mfg, Apr-Dec (Cumulative 3Q) Ordinary Profit Decreases by 44%, Oct-Dec Ordinary Profit Decreases by 64%
5632 Mitsubishi Steel Mfg. Co.,Ltd. 【J-GAAP】
Earnings ReportMitsubishi Steel Mfg. Co.,Ltd. <5632> [TSE Prime] announced its financial results in the afternoon session on February 5th (15:00). The consolidated ordinary profit for the cumulative third quarter of the fiscal year ending March 2026 (April to December) dropped 44.0% from the same period last year to 2.30 billion yen. Progress toward the full-year plan of 3.00 billion yen was 76.8%, also surpassing the five-year average of 62.8%.
Based on the cumulative third-quarter performance announced by the company and the unchanged full-year plan, our calculation indicates that the consolidated ordinary profit for the January to March period (4Q) is expected to decrease 6.2% from the same period last year to 0.69 billion yen.
In the most recent three-month period, from October to December (3Q), the consolidated ordinary profit significantly dropped to 0.89 billion yen, a 63.7% decrease compared to the same period last year. The operating profit margin worsened from 4.7% in the same period last year to 2.2%.
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Actual Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Progress Rate vs. First Half | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Apr - Dec, 2023 | 125,961 | 2,783 | 837 | -565 | -37.0 | 42.9 | Feb 7, 2024 | J-GAAP |
| Apr - Dec, 2024 | 119,587 | 4,991 | 4,113 | 1,008 | 66.5 | 84.7 | Feb 6, 2025 | J-GAAP |
| Apr - Dec, 2025 | 116,453 | 2,940 | 2,305 | 1,000 | 66.2 | 76.8 | Feb 5, 2026 | J-GAAP |
| YoY | -2.6% | -41.1% | -44.0% | -0.8% | -0.4% |
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 | 79,068 | 3,401 | 3,191 | 2,331 | 153.8 | 34 | May 14, 2025 | J-GAAP |
| Oct - Mar, 2025 Guidance | 79,073 | 2,279 | 1,585 | 1,826 | 120.8 | 40 | Nov 6, 2025 | J-GAAP |
| YoY | +0.0% | -33.0% | -50.3% | -21.7% | -21.5% |
Current Period Guidance
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Mar, 2024 | 169,943 | 4,808 | 1,949 | -969 | -63.5 | 60 | May 13, 2024 | J-GAAP |
| Mar, 2025 | 159,584 | 6,564 | 4,854 | 2,363 | 155.9 | 64 | May 14, 2025 | J-GAAP |
| Mar, 2026 Guidance | 159,000 | 4,400 | 3,000 | 2,500 | 165.3 | 80 | Nov 6, 2025 | J-GAAP |
| YoY | -0.4% | -33.0% | -38.2% | +5.8% | +6.0% |
Quarterly Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Operating Profit Margin | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Oct - Dec, 2024 | 39,071 | 1,828 | 2,450 | 976 | 64.4 | 4.7 | Feb 6, 2025 | J-GAAP |
| Jan - Mar, 2025 | 39,997 | 1,573 | 741 | 1,355 | 89.4 | 3.9 | May 14, 2025 | J-GAAP |
| Apr - Jun, 2025 | 38,113 | 793 | 204 | -115 | -7.6 | 2.1 | Aug 7, 2025 | J-GAAP |
| Jul - Sep, 2025 | 41,814 | 1,328 | 1,211 | 789 | 52.2 | 3.2 | Nov 6, 2025 | J-GAAP |
| Oct - Dec, 2025 | 36,526 | 819 | 890 | 326 | 21.6 | 2.2 | Feb 5, 2026 | J-GAAP |
| YoY | -6.5% | -55.2% | -63.7% | -66.6% | -66.5% |
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