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JINS HOLDINGS, Ordinary Profit Forecast for the Fiscal Year Revised Downward by 2%
3046 JINS HOLDINGS Inc. 【J-GAAP】
Earnings ReportJINS HOLDINGS Inc. <3046> [TSE Prime] announced its financial results after the market closed on April 10th (16:00). The consolidated ordinary profit for the cumulative second quarter of the fiscal year ending August 2026 (September 2025 to February 2026) decreased 6.2% from the same period last year to 4.89 billion yen.
In addition, the full-year forecast for consolidated ordinary profit has decreased 1.6%, from the previous forecast of 12.8 billion yen to 12.6 billion yen (compared to 12.1 billion yen in the previous period), leading to a reduction in the profit growth rate from 6.3% to 4.6%.
Based on the first-half performance announced by the company and the full-year plan, our calculation indicates that the consolidated ordinary profit for the March to August period (second half) is expected to grow 12.8% from the same period last year, reaching 7.78 billion yen.
In the most recent three-month period, from December to February (2Q), the consolidated ordinary profit decreased to 2.80 billion yen, a 13.0% decrease compared to the same period last year. The operating profit margin decreased from 13.3% in the same period last year to 11.0%.
Kabutan News
Actual Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Progress Rate vs. First Half | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Sep - Feb, 2023 | 38,018 | 2,563 | 2,598 | 1,556 | 66.7 | 33.6 | Apr 12, 2024 | J-GAAP |
| Sep - Feb, 2024 | 44,832 | 5,155 | 5,221 | 3,785 | 162.2 | 43.1 | Apr 11, 2025 | J-GAAP |
| Sep - Feb, 2025 | 50,512 | 4,932 | 4,899 | 3,393 | 145.4 | 38.6 | Apr 10, 2026 | J-GAAP |
| YoY | +12.7% | -4.3% | -6.2% | -10.4% | -10.4% |
First Half Results vs. Previous Guidance
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Sep - Feb, 2025 Guidance | 51,770 | 5,160 | 5,100 | 3,590 | 153.8 | 47 | Oct 10, 2025 | J-GAAP |
| Sep - Feb, 2025 Results | 50,512 | 4,932 | 4,899 | 3,393 | 145.4 | 47 | Apr 10, 2026 | J-GAAP |
| Revision Rate | -2.4% | -4.4% | -3.9% | -5.5% | -5.5% |
Guidance Update
Full Year Update
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Aug, 2026 Prev | 111,650 | 13,000 | 12,880 | 8,820 | 377.8 | 115 | Oct 10, 2025 | J-GAAP |
| Aug, 2026 New | 110,392 | 12,772 | 12,679 | 8,623 | 369.4 | 115 | Apr 10, 2026 | J-GAAP |
| Revision Rate | -1.1% | -1.8% | -1.6% | -2.2% | -2.2% |
Current Period Guidance
Second Half Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Mar - Aug, 2025 | 52,383 | 6,938 | 6,900 | 4,545 | 194.7 | 59 | Oct 10, 2025 | J-GAAP |
| Mar - Aug, 2026 Guidance | 59,880 | 7,840 | 7,780 | 5,230 | 224.0 | 68 | Oct 10, 2025 | J-GAAP |
| YoY | +14.3% | +13.0% | +12.8% | +15.1% | +15.0% |
Current Period Guidance
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Aug, 2024 | 82,999 | 7,836 | 7,735 | 4,671 | 200.2 | 61 | Oct 11, 2024 | J-GAAP |
| Aug, 2025 | 97,215 | 12,093 | 12,121 | 8,330 | 356.9 | 109 | Oct 10, 2025 | J-GAAP |
| Aug, 2026 Guidance | 110,392 | 12,772 | 12,679 | 8,623 | 369.4 | 115 | Apr 10, 2026 | J-GAAP |
| YoY | +13.6% | +5.6% | +4.6% | +3.5% | +3.5% |
Quarterly Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Operating Profit Margin | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Dec - Feb, 2024 | 23,776 | 3,152 | 3,219 | 2,468 | 105.7 | 13.3 | Apr 11, 2025 | J-GAAP |
| Mar - May, 2025 | 24,983 | 3,737 | 3,672 | 2,500 | 107.1 | 15.0 | Jul 11, 2025 | J-GAAP |
| Jun - Aug, 2025 | 27,400 | 3,201 | 3,228 | 2,045 | 87.6 | 11.7 | Oct 10, 2025 | J-GAAP |
| Sep - Nov, 2025 | 23,987 | 2,023 | 2,098 | 1,463 | 62.7 | 8.4 | Jan 9, 2026 | J-GAAP |
| Dec - Feb, 2025 | 26,525 | 2,909 | 2,801 | 1,930 | 82.7 | 11.0 | Apr 10, 2026 | J-GAAP |
| YoY | +11.6% | -7.7% | -13.0% | -21.8% | -21.8% |
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