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Systems Engineering Consultants, Ordinary Profit Forecast for Last Fiscal Year Revised Upward by 3%, Raises Record High Profit Forecast, Dividend Revised Upward by 4 Yen
3741 Systems Engineering Consultants Co.,LTD. 【J-GAAP】
Guidance Update ReportSystems Engineering Consultants Co.,LTD. <3741> [TSE Prime] announced a revision to its performance and dividend after the market closed on April 27th (15:45). The ordinary profit (non-consolidated) forecast for the fiscal year ending March 2026 has been revised upward 2.6%, from the previous forecast of 2.01 billion yen to 2.06 billion yen (compared to 1.89 billion yen in the previous period), increasing the growth rate from 6.2% to 8.9%, further surpassing the previous forecast of record-high profits for seven consecutive terms.
Based on the upwardly revised full-year plan announced by the company, our calculation indicates that the October to March period (second half) ordinary profit is expected to increase 4.6%, from the previous forecast of 1.12 billion yen to 1.17 billion yen (compared to 1.08 billion yen in the same period of the previous year), increasing the growth rate from 3.4% to 8.2%.
In light of the strong performance, the company has increased its planned year-end lump-sum dividend for the last fiscal year from the original plan of 56 yen to 60 yen (compared to 110 yen before the 2-for-1 forward stock split in the previous period).
Kabutan News
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 | 5,383 | 1,013 | 1,121 | 772 | 75.6 | 56 | Oct 27, 2025 | J-GAAP |
| Oct - Mar, 2025 New | 5,903 | 1,052 | 1,173 | 886 | 86.8 | 60 | Apr 27, 2026 | J-GAAP |
| Revision Rate | +9.7% | +3.8% | +4.6% | +14.8% | +14.8% |
Full Year Update
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Mar, 2026 Prev | 10,700 | 1,840 | 2,010 | 1,395 | 136.6 | 56 | Sep 8, 2025 | J-GAAP |
| Mar, 2026 New | 11,220 | 1,879 | 2,062 | 1,509 | 147.9 | 60 | Apr 27, 2026 | J-GAAP |
| Revision Rate | +4.9% | +2.1% | +2.6% | +8.2% | +8.2% |
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 | 5,800 | 1,029 | 1,084 | 778 | 76.3 | 55 | May 12, 2025 | J-GAAP |
| Oct - Mar, 2025 Guidance | 5,903 | 1,052 | 1,173 | 886 | 86.8 | 60 | Apr 27, 2026 | J-GAAP |
| YoY | +1.8% | +2.2% | +8.2% | +13.9% | +13.8% |
Current Period Guidance
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Mar, 2024 | 8,534 | 1,467 | 1,547 | 1,105 | 108.5 | 43.50 | May 13, 2024 | J-GAAP |
| Mar, 2025 | 10,295 | 1,793 | 1,893 | 1,344 | 131.8 | 55 | May 12, 2025 | J-GAAP |
| Mar, 2026 Guidance | 11,220 | 1,879 | 2,062 | 1,509 | 147.9 | 60 | Apr 27, 2026 | J-GAAP |
| YoY | +9.0% | +4.8% | +8.9% | +12.3% | +12.2% |
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