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Oji Holdings, Apr-Dec (Cumulative 3Q) Ordinary Profit Decreases by 64%, Oct-Dec Ordinary Profit Decreases by 41%
3861 Oji Holdings Corporation 【J-GAAP】
Earnings ReportOji Holdings Corporation <3861> [TSE Prime] 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) significantly dropped 63.9% from the same period last year to 22.7 billion yen. Progress toward the full-year plan of 35.0 billion yen was 65.0%, also falling below 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 consolidated ordinary profit for the January to March period (4Q) is expected to surge 2.2 times that of the same period last year, reaching 12.2 billion yen.
In the most recent three-month period, from October to December (3Q), the consolidated ordinary profit dropped to 13.9 billion yen, a 41.0% decrease compared to the same period last year. The operating profit margin worsened from 4.3% in the same period last year to 2.1%.
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 | 1,292,397 | 56,363 | 65,446 | 42,330 | 42.7 | 76.1 | Feb 5, 2024 | J-GAAP |
| Apr - Dec, 2024 | 1,383,731 | 57,025 | 62,997 | 50,407 | 51.3 | 91.9 | Feb 10, 2025 | J-GAAP |
| Apr - Dec, 2025 | 1,392,951 | 26,668 | 22,739 | 30,999 | 33.8 | 65.0 | Feb 6, 2026 | J-GAAP |
| YoY | +0.7% | -53.2% | -63.9% | -38.5% | -34.1% |
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 | 926,377 | 30,499 | 29,201 | 21,882 | 22.4 | 12 | May 13, 2025 | J-GAAP |
| Oct - Mar, 2025 Guidance | 935,016 | 28,269 | 26,213 | 39,080 | 43.8 | 18 | Nov 7, 2025 | J-GAAP |
| YoY | +0.9% | -7.3% | -10.2% | +78.6% | +95.2% |
Current Period Guidance
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Mar, 2024 | 1,696,268 | 72,600 | 85,987 | 50,812 | 51.3 | 16 | May 14, 2024 | J-GAAP |
| Mar, 2025 | 1,849,264 | 67,686 | 68,568 | 46,171 | 47.3 | 24 | May 13, 2025 | J-GAAP |
| Mar, 2026 Guidance | 1,850,000 | 45,000 | 35,000 | 50,000 | 56.0 | 36 | Nov 7, 2025 | J-GAAP |
| YoY | +0.0% | -33.5% | -49.0% | +8.3% | +18.4% |
Quarterly Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Operating Profit Margin | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Oct - Dec, 2024 | 460,844 | 19,838 | 23,630 | 26,118 | 26.6 | 4.3 | Feb 10, 2025 | J-GAAP |
| Jan - Mar, 2025 | 465,533 | 10,661 | 5,571 | -4,236 | -4.3 | 2.3 | May 13, 2025 | J-GAAP |
| Apr - Jun, 2025 | 457,442 | 3,703 | -3,554 | -5,157 | -5.6 | 0.8 | Aug 4, 2025 | J-GAAP |
| Jul - Sep, 2025 | 457,542 | 13,028 | 12,341 | 16,077 | 17.5 | 2.8 | Nov 7, 2025 | J-GAAP |
| Oct - Dec, 2025 | 477,967 | 9,937 | 13,952 | 20,079 | 21.9 | 2.1 | Feb 6, 2026 | J-GAAP |
| YoY | +3.7% | -49.9% | -41.0% | -23.1% | -17.6% |
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