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KUSURI NO AOKI, Jun-Feb (Cumulative 3Q) Ordinary Profit Increases by 7%, Dec-Feb Ordinary Profit Increases by 9%
3549 KUSURI NO AOKI HOLDINGS CO., LTD. 【J-GAAP】
Earnings ReportKUSURI NO AOKI HOLDINGS CO., LTD. <3549> [TSE Prime] announced its financial results after the market closed on April 2nd (15:30). The consolidated ordinary profit for the cumulative third quarter of the fiscal year ending May 2026 (June 2025 to February 2026) increased 6.6% from the same period last year, reaching 21.8 billion yen. Progress toward the full-year plan of 22.7 billion yen was 96.2%, also surpassing the five-year average of 77.4%.
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 March to May period (4Q) is expected to significant drop 87.7% from the same period last year to 0.86 billion yen.
In the most recent three-month period, from December to February (3Q), the consolidated ordinary profit grew 8.6% from the same period last year, reaching 8.22 billion yen. However, the operating profit margin remained almost flat, changing from 5.7% in the same period last year to 5.5%.
Kabutan News
Actual Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Progress Rate vs. First Half | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Jun - Feb, 2023 | 326,710 | 13,479 | 13,998 | 8,266 | 87.4 | 69.6 | Apr 4, 2024 | J-GAAP |
| Jun - Feb, 2024 | 371,883 | 19,947 | 20,486 | 13,935 | 137.7 | 74.5 | Apr 3, 2025 | J-GAAP |
| Jun - Feb, 2025 | 422,807 | 21,420 | 21,835 | 15,376 | 157.8 | 96.2 | Apr 2, 2026 | J-GAAP |
| YoY | +13.7% | +7.4% | +6.6% | +10.3% | +14.7% |
Current Period Guidance
Second Half Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Dec - May, 2024 | 258,644 | 13,950 | 14,602 | 9,164 | 90.4 | 7 | Jul 3, 2025 | J-GAAP |
| Dec - May, 2025 Guidance | 280,192 | 9,506 | 9,093 | 5,861 | 61.6 | 48 | Dec 25, 2025 | J-GAAP |
| YoY | +8.3% | -31.9% | -37.7% | -36.0% | -31.8% |
Current Period Guidance
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| May, 2024 | 436,875 | 18,569 | 20,101 | 12,307 | 130.1 | 10.83 | Jul 4, 2024 | J-GAAP |
| May, 2025 | 501,470 | 26,601 | 27,513 | 17,786 | 175.4 | 14 | Jul 3, 2025 | J-GAAP |
| May, 2026 Guidance | 560,000 | 23,000 | 22,700 | 15,500 | 163.0 | 56 | Dec 25, 2025 | J-GAAP |
| YoY | +11.7% | -13.5% | -17.5% | -12.9% | -7.1% |
Quarterly Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Operating Profit Margin | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Dec - Feb, 2024 | 129,057 | 7,296 | 7,575 | 5,313 | 52.5 | 5.7 | Apr 3, 2025 | J-GAAP |
| Mar - May, 2025 | 129,587 | 6,654 | 7,027 | 3,851 | 38.0 | 5.1 | Jul 3, 2025 | J-GAAP |
| Jun - Aug, 2025 | 139,735 | 7,263 | 7,284 | 5,033 | 50.3 | 5.2 | Oct 2, 2025 | J-GAAP |
| Sep - Nov, 2025 | 140,073 | 6,231 | 6,323 | 4,606 | 46.7 | 4.4 | Dec 25, 2025 | J-GAAP |
| Dec - Feb, 2025 | 142,999 | 7,926 | 8,228 | 5,737 | 58.9 | 5.5 | Apr 2, 2026 | J-GAAP |
| YoY | +10.8% | +8.6% | +8.6% | +8.0% | +12.2% |
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