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ZOA, Oct-Dec (3Q) Ordinary Profit Increases by 90%, Current Fiscal Year Dividend Revised Upward by 5 Yen
3375 ZOA CORPORATION 【J-GAAP】
Earnings ReportZOA CORPORATION <3375> [TSE Std] announced its financial results after the market closed on February 6th (15:30). The ordinary profit (non-consolidated) for the cumulative third quarter of the fiscal year ending March 2026 (April to December) expanded 428 million yen, an increase 47.6% compared to the same period last year. Progress toward the full-year plan of 470 million yen was 91.1%, also surpassing the five-year average of 80.7%.
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 significant drop 71.0% from the same period last year to 42 million yen.
At the same time, the company has increased its planned year-end lump-sum dividend for the current fiscal year from the original plan of 70 yen to 75 yen (compared to 70 yen in the previous period).
In the most recent three-month period, from October to December (3Q), the ordinary profit increased 89.8% from the same period last year, reaching 186 million yen. The operating profit margin improved from 4.4% 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 | 6,311 | 351 | 357 | 251 | 200.8 | 84.0 | Feb 9, 2024 | J-GAAP |
| Apr - Dec, 2024 | 6,638 | 284 | 290 | 200 | 159.6 | 66.7 | Feb 7, 2025 | J-GAAP |
| Apr - Dec, 2025 | 7,223 | 423 | 428 | 291 | 232.0 | 91.1 | Feb 6, 2026 | J-GAAP |
| YoY | +8.8% | +48.9% | +47.6% | +45.5% | +45.4% |
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 | 4,599 | 230 | 228 | 156 | 124.0 | 70 | Nov 7, 2025 | J-GAAP |
| Oct - Mar, 2025 New | 4,599 | 230 | 228 | 156 | 124.0 | 75 | Feb 6, 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 | 9,000 | 470 | 470 | 320 | 254.3 | 70 | May 13, 2025 | J-GAAP |
| Mar, 2026 New | 9,000 | 470 | 470 | 320 | 254.3 | 75 | Feb 6, 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 | 4,804 | 239 | 243 | 165 | 131.5 | 70 | May 13, 2025 | J-GAAP |
| Oct - Mar, 2025 Guidance | 4,599 | 230 | 228 | 156 | 124.0 | 75 | Feb 6, 2026 | J-GAAP |
| YoY | -4.3% | -3.8% | -6.2% | -5.5% | -5.7% |
Current Period Guidance
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Mar, 2024 | 8,598 | 419 | 425 | 293 | 234.0 | 58 | May 10, 2024 | J-GAAP |
| Mar, 2025 | 9,274 | 428 | 435 | 297 | 236.7 | 70 | May 13, 2025 | J-GAAP |
| Mar, 2026 Guidance | 9,000 | 470 | 470 | 320 | 254.3 | 75 | Feb 6, 2026 | J-GAAP |
| YoY | -3.0% | +9.8% | +8.0% | +7.7% | +7.4% |
Quarterly Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Operating Profit Margin | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Oct - Dec, 2024 | 2,168 | 95 | 98 | 68 | 54.3 | 4.4 | Feb 7, 2025 | J-GAAP |
| Jan - Mar, 2025 | 2,636 | 144 | 145 | 97 | 77.3 | 5.5 | May 13, 2025 | J-GAAP |
| Apr - Jun, 2025 | 2,025 | 97 | 100 | 67 | 53.7 | 4.8 | Aug 14, 2025 | J-GAAP |
| Jul - Sep, 2025 | 2,376 | 143 | 142 | 97 | 77.6 | 6.0 | Nov 7, 2025 | J-GAAP |
| Oct - Dec, 2025 | 2,822 | 183 | 186 | 127 | 101.2 | 6.5 | Feb 6, 2026 | J-GAAP |
| YoY | +30.2% | +92.6% | +89.8% | +86.8% | +86.6% |
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