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Yasuda Logistics, 11% Decrease in Ordinary Profit for The Current Fiscal Year, Increased Previous Year's Dividend by 2 Yen, This Fiscal Year to Increase Dividend by 4 Yen
9324 Yasuda Logistics corporation 【J-GAAP】
Earnings ReportYasuda Logistics corporation <9324> [TSE Prime] announced its financial results in the afternoon session on May 8th (15:00). The consolidated ordinary profit for the fiscal year ended March 2026 increased by 17.0% from the previous period to 5.82 billion yen. However, for the fiscal year ending March 2027, the consolidated ordinary profit is expected to decrease by 10.7% from the previous period to 5.20 billion yen.
At the same time, the company increased the annual dividend for the previous term from 68 yen to 70 yen (compared to 35 yen in the prior term), and has decided to increase the dividend this fiscal year to 74 yen, an increase of 4 yen from the previous fiscal year.
In the most recent three-month period, from January to March (4Q), the consolidated ordinary profit amounted to 1.65 billion yen, an increase of 0.5% compared to the same period last year. However, the operating profit margin remained almost flat, changing from 4.8% in the same period last year to 4.5%.
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Actual Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Mar, 2024 | 67,384 | 2,644 | 3,953 | 2,306 | 79.6 | 28 | May 7, 2024 | J-GAAP |
| Mar, 2025 | 75,115 | 3,515 | 4,977 | 2,802 | 96.8 | 35 | May 7, 2025 | J-GAAP |
| Mar, 2026 | 80,028 | 4,289 | 5,822 | 6,728 | 232.3 | 70 | May 8, 2026 | J-GAAP |
| YoY | +6.5% | +22.0% | +17.0% | +140.1% | +140.1% |
Full Year Results vs. Previous Guidance
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Mar, 2026 Guidance | 80,000 | 4,200 | 5,600 | 6,000 | 207.1 | 68 | Feb 3, 2026 | J-GAAP |
| Mar, 2026 Results | 80,028 | 4,289 | 5,822 | 6,728 | 232.3 | 70 | May 8, 2026 | J-GAAP |
| Revision Rate | +0.0% | +2.1% | +4.0% | +12.1% | +12.2% |
Current Period Guidance
H1 Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Apr - Sep, 2025 | 40,196 | 2,007 | 2,677 | 1,739 | 60.0 | 29 | Nov 5, 2025 | J-GAAP |
| Apr - Sep, 2026 Guidance | 40,000 | 1,800 | 2,400 | 2,900 | 100.4 | 37 | May 8, 2026 | J-GAAP |
| YoY | -0.5% | -10.3% | -10.3% | +66.8% | +67.3% |
Current Period Guidance
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Mar, 2025 | 75,115 | 3,515 | 4,977 | 2,802 | 96.8 | 35 | May 7, 2025 | J-GAAP |
| Mar, 2026 | 80,028 | 4,289 | 5,822 | 6,728 | 232.3 | 70 | May 8, 2026 | J-GAAP |
| Mar, 2027 Guidance | 82,000 | 4,100 | 5,200 | 6,200 | 214.7 | 74 | May 8, 2026 | J-GAAP |
| YoY | +2.5% | -4.4% | -10.7% | -7.8% | -7.6% |
Quarterly Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Operating Profit Margin | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Jan - Mar, 2025 | 19,902 | 948 | 1,649 | 744 | 25.7 | 4.8 | May 7, 2025 | J-GAAP |
| Apr - Jun, 2025 | 20,457 | 981 | 1,005 | 616 | 21.3 | 4.8 | Aug 4, 2025 | J-GAAP |
| Jul - Sep, 2025 | 19,739 | 1,026 | 1,672 | 1,123 | 38.8 | 5.2 | Nov 5, 2025 | J-GAAP |
| Oct - Dec, 2025 | 20,168 | 1,391 | 1,487 | 1,313 | 45.3 | 6.9 | Feb 3, 2026 | J-GAAP |
| Jan - Mar, 2026 | 19,664 | 891 | 1,658 | 3,676 | 126.9 | 4.5 | May 8, 2026 | J-GAAP |
| YoY | -1.2% | -6.0% | +0.5% | +394.1% | +394.1% |
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