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Yokohama Maruuo, Oct-Dec (3Q) Ordinary Profit Increases by 34%, Current Fiscal Year Dividend Revised Upward by 4 Yen
8045 Yokohama Maruuo Co., Ltd 【J-GAAP】
Earnings ReportYokohama Maruuo Co., Ltd <8045> [TSE Std] announced its financial results after the market closed on February 5th (15:30). The consolidated ordinary profit for the cumulative third quarter of the fiscal year ending March 2026 (April to December) increased 24.0% from the same period last year, reaching 786 million yen. Progress toward the full-year plan of 800 million yen was 98.3%, it was below the five-year average of 116.8%.
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 significant drop 81.6% from the same period last year to 14 million yen.
At the same time, the company has increased its planned annual dividend for the current fiscal year from the original plan of 30 yen to 34 yen (compared to 30 yen in the previous period).
In the most recent three-month period, from October to December (3Q), the consolidated ordinary profit increased 34.0% from the same period last year, reaching 426 million yen. The operating profit margin improved from 1.2% in the same period last year to 1.7%.
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 | 29,774 | 244 | 543 | 400 | 63.0 | 94.4 | Feb 6, 2024 | J-GAAP |
| Apr - Dec, 2024 | 30,954 | 283 | 634 | 430 | 67.6 | 89.3 | Feb 6, 2025 | J-GAAP |
| Apr - Dec, 2025 | 30,997 | 344 | 786 | 510 | 81.1 | 98.3 | Feb 5, 2026 | J-GAAP |
| YoY | +0.1% | +21.6% | +24.0% | +18.6% | +20.0% |
Guidance Update
Second Half Update
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Oct - Mar, 2025 Prev | 22,755 | 318 | 440 | 319 | 52.9 | 15 | Nov 6, 2025 | J-GAAP |
| Oct - Mar, 2025 New | 22,755 | 318 | 440 | 319 | 52.9 | 19 | Feb 5, 2026 | J-GAAP |
| Revision Rate | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% |
Full Year Update
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Mar, 2026 Prev | 41,500 | 450 | 800 | 550 | 91.3 | 30 | May 13, 2025 | J-GAAP |
| Mar, 2026 New | 41,500 | 450 | 800 | 550 | 91.3 | 34 | Feb 5, 2026 | J-GAAP |
| Revision Rate | 0.0% | 0.0% | 0.0% | 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 | 20,935 | 218 | 394 | 277 | 43.5 | 30 | May 13, 2025 | J-GAAP |
| Oct - Mar, 2025 Guidance | 22,755 | 318 | 440 | 319 | 52.9 | 19 | Feb 5, 2026 | J-GAAP |
| YoY | +8.7% | +45.9% | +11.7% | +15.2% | +21.6% |
Current Period Guidance
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Mar, 2024 | 38,614 | 277 | 575 | 409 | 64.3 | 26 | May 14, 2024 | J-GAAP |
| Mar, 2025 | 39,841 | 354 | 710 | 508 | 79.8 | 30 | May 13, 2025 | J-GAAP |
| Mar, 2026 Guidance | 41,500 | 450 | 800 | 550 | 91.3 | 34 | Feb 5, 2026 | J-GAAP |
| YoY | +4.2% | +27.1% | +12.7% | +8.3% | +14.3% |
Quarterly Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Operating Profit Margin | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Oct - Dec, 2024 | 12,048 | 147 | 318 | 199 | 31.3 | 1.2 | Feb 6, 2025 | J-GAAP |
| Jan - Mar, 2025 | 8,887 | 71 | 76 | 78 | 12.3 | 0.8 | May 13, 2025 | J-GAAP |
| Apr - Jun, 2025 | 9,033 | 45 | 272 | 172 | 27.0 | 0.5 | Aug 5, 2025 | J-GAAP |
| Jul - Sep, 2025 | 9,712 | 87 | 88 | 59 | 9.3 | 0.9 | Nov 6, 2025 | J-GAAP |
| Oct - Dec, 2025 | 12,252 | 212 | 426 | 279 | 44.4 | 1.7 | Feb 5, 2026 | J-GAAP |
| YoY | +1.7% | +44.2% | +34.0% | +40.2% | +41.8% |
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