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Shinwa, Apr-Dec (Cumulative 3Q) Net Income Increases by 93%, Exceeds Full-Year Plan
3447 Shinwa Co., Ltd. 【IFRS】
Earnings ReportShinwa Co., Ltd. <3447> [TSE Std] announced its financial results (based on IFRS) in the afternoon session on February 9th (13:00). The consolidated net income for the cumulative third quarter of the fiscal year ending March 2026 (April to December) expanded 1.67 billion yen, an increase 93.3% compared to the same period last year. Progress toward the full-year plan of 1.24 billion yen is 134.5%, already exceeding the target and also exceeding the five-year average of 91.8%.
Based on the cumulative third-quarter performance announced by the company and the unchanged full-year plan, our calculation indicates that the consolidated net income/loss for the January to March period (4Q) is expected to turn into a loss of 0.43 billion yen (compared to a profit of 0.10 billion yen in the same period last year). However, if the fourth-quarter performance remains at the same level as the first three quarters, the full-year plan may be increased.
In the most recent three-month period, from October to December (3Q), the consolidated net income surged 2.4 times that of the same period last year, reaching 0.79 billion yen. The operating profit margin jumped from 12.7% in the same period last year to 17.9%.
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 | 9,675 | 694 | 656 | 439 | 31.6 | 100.6 | Feb 14, 2024 | IFRS |
| Apr - Dec, 2024 | 12,840 | 1,418 | 1,325 | 867 | 62.4 | 88.5 | Feb 14, 2025 | IFRS |
| Apr - Dec, 2025 | 15,397 | 2,348 | 2,214 | 1,676 | 123.0 | 121.6 | Feb 9, 2026 | IFRS |
| YoY | +19.9% | +65.6% | +67.1% | +93.3% | +97.0% |
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 | 8,961 | 751 | 683 | 445 | 32.0 | 16 | May 14, 2025 | IFRS |
| Oct - Mar, 2025 Guidance | 10,098 | 633 | 540 | 367 | 27.1 | 18 | Nov 6, 2025 | IFRS |
| YoY | +12.7% | -15.7% | -20.9% | -17.5% | -15.5% |
Current Period Guidance
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Mar, 2024 | 12,678 | 700 | 652 | 409 | 29.5 | 32 | May 10, 2024 | IFRS |
| Mar, 2025 | 17,503 | 1,622 | 1,498 | 975 | 70.2 | 32 | May 14, 2025 | IFRS |
| Mar, 2026 Guidance | 20,000 | 2,000 | 1,820 | 1,246 | 91.9 | 34 | Nov 6, 2025 | IFRS |
| YoY | +14.3% | +23.3% | +21.5% | +27.8% | +31.0% |
Quarterly Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Operating Profit Margin | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Oct - Dec, 2024 | 4,298 | 547 | 510 | 337 | 24.3 | 12.7 | Feb 14, 2025 | IFRS |
| Jan - Mar, 2025 | 4,663 | 204 | 173 | 108 | 7.8 | 4.4 | May 14, 2025 | IFRS |
| Apr - Jun, 2025 | 4,523 | 682 | 633 | 441 | 32.1 | 15.1 | Aug 4, 2025 | IFRS |
| Jul - Sep, 2025 | 5,379 | 685 | 647 | 438 | 32.1 | 12.7 | Nov 6, 2025 | IFRS |
| Oct - Dec, 2025 | 5,495 | 981 | 934 | 797 | 58.5 | 17.9 | Feb 9, 2026 | IFRS |
| YoY | +27.9% | +79.3% | +83.1% | +136.5% | +141.0% |
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