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Marubeni Construction Material Lease, Apr-Dec (Cumulative 3Q) Ordinary Profit Increases by 19%
9763 Maruken Lease Co., Ltd. 【J-GAAP】
Earnings ReportMaruken Lease Co., Ltd. <9763> [TSE Std] announced its financial results in the afternoon session on February 6th (13:00). The consolidated ordinary profit for the cumulative third quarter of the fiscal year ending March 2026 (April to December) increased 18.9% from the same period last year, reaching 1.67 billion yen. Progress toward the full-year plan of 1.87 billion yen was 89.3%, also surpassing the five-year average of 83.0%.
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 drop 36.9% from the same period last year to 0.20 billion yen.
In the most recent three-month period, from October to December (3Q), the consolidated ordinary profit decreased to 0.50 billion yen, a 16.3% decrease compared to the same period last year. The operating profit margin worsened from 9.3% in the same period last year to 6.5%.
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 | 15,614 | 1,149 | 1,294 | 914 | 288.3 | 81.8 | Feb 7, 2024 | J-GAAP |
| Apr - Dec, 2024 | 16,703 | 1,231 | 1,404 | 1,018 | 320.9 | 81.6 | Feb 6, 2025 | J-GAAP |
| Apr - Dec, 2025 | 19,568 | 1,226 | 1,670 | 1,159 | 365.4 | 89.3 | Feb 6, 2026 | J-GAAP |
| YoY | +17.2% | -0.4% | +18.9% | +13.9% | +13.9% |
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 | 11,566 | 793 | 917 | 644 | 203.1 | 75 | May 15, 2025 | J-GAAP |
| Oct - Mar, 2025 Guidance | 12,223 | 765 | 702 | 505 | 159.2 | 84 | Nov 7, 2025 | J-GAAP |
| YoY | +5.7% | -3.5% | -23.4% | -21.6% | -21.6% |
Current Period Guidance
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Mar, 2024 | 21,325 | 1,326 | 1,581 | 1,161 | 366.0 | 115 | May 10, 2024 | J-GAAP |
| Mar, 2025 | 22,807 | 1,514 | 1,721 | 1,218 | 384.1 | 140 | May 15, 2025 | J-GAAP |
| Mar, 2026 Guidance | 25,000 | 1,550 | 1,870 | 1,330 | 419.2 | 157 | Nov 7, 2025 | J-GAAP |
| YoY | +9.6% | +2.4% | +8.7% | +9.2% | +9.2% |
Quarterly Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Operating Profit Margin | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Oct - Dec, 2024 | 5,462 | 510 | 600 | 444 | 140.0 | 9.3 | Feb 6, 2025 | J-GAAP |
| Jan - Mar, 2025 | 6,104 | 283 | 317 | 200 | 63.1 | 4.6 | May 15, 2025 | J-GAAP |
| Apr - Jun, 2025 | 6,697 | 500 | 490 | 327 | 103.2 | 7.5 | Aug 8, 2025 | J-GAAP |
| Jul - Sep, 2025 | 6,080 | 285 | 678 | 498 | 157.1 | 4.7 | Nov 7, 2025 | J-GAAP |
| Oct - Dec, 2025 | 6,791 | 441 | 502 | 334 | 105.3 | 6.5 | Feb 6, 2026 | J-GAAP |
| YoY | +24.3% | -13.5% | -16.3% | -24.8% | -24.8% |
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