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Kohjin Bio, Ordinary Profit Forecast for the Fiscal Year Revised Downward to an Unexpected 56% Decrease, Dividend Revised down by 15 Yen
177A Kohjin Bio Co.,Ltd. 【J-GAAP】
Earnings ReportKohjin Bio Co.,Ltd. <177A> [TSE Growth] announced its financial results after the market closed on February 13th (15:30). The consolidated ordinary profit for the cumulative third quarter of the fiscal year ending March 2026 (April to December) dropped 48.0% from the same period last year to 0.38 billion yen.
In addition, the full-year forecast for consolidated ordinary profit has decreased 58.9%, from the previous forecast of 1.13 billion yen to 0.46 billion yen (compared to 1.06 billion yen in the previous period). This changes the outlook from an anticipated profit increase to a projection of a 56.2% decrease in profit.
Based on the full-year plan announced by the company after the downward revision, our estimate of the consolidated ordinary profit for the October to March period (second half) has decreased 77.4%, from the previous forecast of 0.86 billion yen to 0.19 billion yen (compared to 0.64 billion yen in the same period of the previous year). This changes the outlook from an anticipated profit increase to a projection of a 70.0% decrease in profit.
Due to a decline in performance, the company has significantly reduced its planned year-end lump-sum dividend for the current fiscal year from the original plan of 25 yen to 10 yen (compared to 24 yen in the previous period).
In the most recent three-month period, from October to December (3Q), the consolidated ordinary profit significantly dropped to 0.11 billion yen, a 65.1% decrease compared to the same period last year. The operating profit margin sharply declined from 20.9% in the same period last year to 10.1%.
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, 2024 | 3,923 | 675 | 740 | 516 | 103.0 | 69.5 | Feb 14, 2025 | J-GAAP |
| Apr - Dec, 2025 | 3,791 | 387 | 385 | 279 | 54.7 | 82.4 | Feb 13, 2026 | J-GAAP |
| YoY | -3.4% | -42.7% | -48.0% | -45.9% | -46.9% |
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 | 3,175 | 808 | 863 | 620 | 121.3 | 25 | Nov 13, 2025 | J-GAAP |
| Oct - Mar, 2025 New | 2,467 | 207 | 195 | 133 | 26.0 | 10 | Feb 13, 2026 | J-GAAP |
| Revision Rate | -22.3% | -74.4% | -77.4% | -78.5% | -78.5% |
Full Year Update
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Mar, 2026 Prev | 5,679 | 1,065 | 1,135 | 822 | 160.8 | 25 | May 14, 2025 | J-GAAP |
| Mar, 2026 New | 4,971 | 464 | 467 | 335 | 65.5 | 10 | Feb 13, 2026 | J-GAAP |
| Revision Rate | -12.5% | -56.4% | -58.9% | -59.2% | -59.2% |
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 | 2,699 | 612 | 649 | 517 | 102.6 | 24 | May 14, 2025 | J-GAAP |
| Oct - Mar, 2025 Guidance | 2,467 | 207 | 195 | 133 | 26.0 | 10 | Feb 13, 2026 | J-GAAP |
| YoY | -8.6% | -66.2% | -70.0% | -74.3% | -74.6% |
Current Period Guidance
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Mar, 2024 | 4,770 | 596 | 635 | 384 | 92.4 | 14 | May 15, 2024 | J-GAAP |
| Mar, 2025 | 5,206 | 991 | 1,065 | 794 | 157.6 | 24 | May 14, 2025 | J-GAAP |
| Mar, 2026 Guidance | 4,971 | 464 | 467 | 335 | 65.5 | 10 | Feb 13, 2026 | J-GAAP |
| YoY | -4.5% | -53.2% | -56.2% | -57.8% | -58.4% |
Quarterly Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Operating Profit Margin | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Oct - Dec, 2024 | 1,416 | 296 | 324 | 239 | 47.7 | 20.9 | Feb 14, 2025 | J-GAAP |
| Jan - Mar, 2025 | 1,283 | 316 | 325 | 278 | 55.2 | 24.6 | May 14, 2025 | J-GAAP |
| Apr - Jun, 2025 | 1,219 | 131 | 116 | 82 | 16.1 | 10.7 | Aug 14, 2025 | J-GAAP |
| Jul - Sep, 2025 | 1,285 | 126 | 156 | 120 | 23.5 | 9.8 | Nov 13, 2025 | J-GAAP |
| Oct - Dec, 2025 | 1,287 | 130 | 113 | 77 | 15.1 | 10.1 | Feb 13, 2026 | J-GAAP |
| YoY | -9.1% | -56.1% | -65.1% | -67.8% | -68.3% |
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