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WATANABE SATO, Apr-Dec (Cumulative 3Q) Ordinary Profit Increases by 74%, Oct-Dec Ordinary Profit Decreases by 8%
1807 WATANABE SATO CO., LTD. 【J-GAAP】
Earnings ReportWATANABE SATO CO., LTD. <1807> [TSE Std] announced its financial results in the afternoon session on February 9th (13:00). The consolidated ordinary profit for the cumulative third quarter of the fiscal year ending March 2026 (April to December) expanded 0.58 billion yen, an increase 73.7% compared to the same period last year. However, Progress toward the full-year plan of 1.30 billion yen was 44.6%, also falling below the five-year average of 50.9%.
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 27.6% from the same period last year to 0.72 billion yen.
In the most recent three-month period, from October to December (3Q), the consolidated ordinary profit decreased to 0.54 billion yen, an 8.2% decrease compared to the same period last year. However, the operating profit margin improved from 5.3% in the same period last year to 5.7%.
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 | 26,482 | 897 | 960 | 623 | 101.7 | 54.4 | Feb 9, 2024 | J-GAAP |
| Apr - Dec, 2024 | 26,962 | 235 | 334 | 157 | 25.4 | 25.2 | Feb 7, 2025 | J-GAAP |
| Apr - Dec, 2025 | 23,053 | 310 | 580 | 375 | 60.2 | 44.6 | Feb 9, 2026 | J-GAAP |
| YoY | -14.5% | +31.9% | +73.7% | +138.9% | +137.4% |
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 | 24,287 | 1,519 | 1,590 | 1,141 | 183.4 | 40 | May 12, 2025 | J-GAAP |
| Oct - Mar, 2025 Guidance | 21,841 | 1,339 | 1,267 | 829 | 132.8 | 40 | Nov 10, 2025 | J-GAAP |
| YoY | -10.1% | -11.8% | -20.3% | -27.3% | -27.6% |
Current Period Guidance
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Mar, 2024 | 38,400 | 1,650 | 1,764 | 1,202 | 195.5 | 75 | May 10, 2024 | J-GAAP |
| Mar, 2025 | 40,422 | 1,177 | 1,328 | 891 | 143.2 | 80 | May 12, 2025 | J-GAAP |
| Mar, 2026 Guidance | 37,000 | 1,200 | 1,300 | 850 | 136.1 | 80 | May 12, 2025 | J-GAAP |
| YoY | -8.5% | +2.0% | -2.1% | -4.6% | -4.9% |
Quarterly Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Operating Profit Margin | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Oct - Dec, 2024 | 10,827 | 577 | 596 | 407 | 65.8 | 5.3 | Feb 7, 2025 | J-GAAP |
| Jan - Mar, 2025 | 13,460 | 942 | 994 | 734 | 118.0 | 7.0 | May 12, 2025 | J-GAAP |
| Apr - Jun, 2025 | 7,322 | -241 | -105 | -82 | -13.2 | -3.3 | Aug 7, 2025 | J-GAAP |
| Jul - Sep, 2025 | 7,837 | 102 | 138 | 103 | 17.1 | 1.3 | Nov 10, 2025 | J-GAAP |
| Oct - Dec, 2025 | 7,894 | 449 | 547 | 354 | 56.9 | 5.7 | Feb 9, 2026 | J-GAAP |
| YoY | -27.1% | -22.2% | -8.2% | -13.0% | -13.5% |
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