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IPS, Jul-Mar (Cumulative 3Q) Ordinary Profit Increases by 21%, Jan-Mar Ordinary Profit Increases by 10%
4335 IPS HOLDINGS CO.,LTD. 【J-GAAP】
Earnings ReportIPS HOLDINGS CO.,LTD. <4335> [TSE Std] announced its financial results after the market closed on May 8th (17:05). The consolidated ordinary profit for the cumulative third quarter of the fiscal year ending June 2026 (July 2025 to March 2026) increased 20.9% from the same period last year, reaching 306 million yen. Progress toward the full-year plan of 360 million yen was 85.0%, 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 April to June period (4Q) is expected to drop 48.6% from the same period last year to 54 million yen.
In the most recent three-month period, from January to March (3Q), the consolidated ordinary profit grew 9.8% from the same period last year, reaching 112 million yen. However, the operating profit margin decreased from 11.7% in the same period last year to 11.6%.
Kabutan News
Actual Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Progress Rate vs. First Half | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Jul - Mar, 2023 | 2,112 | 164 | 162 | 105 | 46.3 | 49.7 | May 13, 2024 | J-GAAP |
| Jul - Mar, 2024 | 2,679 | 255 | 253 | 173 | 76.2 | 70.7 | May 9, 2025 | J-GAAP |
| Jul - Mar, 2025 | 2,788 | 306 | 306 | 185 | 81.2 | 85.0 | May 8, 2026 | J-GAAP |
| YoY | +4.1% | +20.0% | +20.9% | +6.9% | +6.5% |
Current Period Guidance
Second Half Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Jan - Jun, 2025 | 1,934 | 211 | 207 | 168 | 73.8 | 38 | Aug 8, 2025 | J-GAAP |
| Jan - Jun, 2026 Guidance | 1,975 | 170 | 166 | 135 | 59.0 | 38 | Feb 6, 2026 | J-GAAP |
| YoY | +2.1% | -19.4% | -19.8% | -19.6% | -20.1% |
Current Period Guidance
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Jun, 2024 | 3,129 | 328 | 326 | 226 | 99.4 | 35 | Aug 9, 2024 | J-GAAP |
| Jun, 2025 | 3,732 | 363 | 358 | 271 | 119.1 | 38 | Aug 8, 2025 | J-GAAP |
| Jun, 2026 Guidance | 3,800 | 364 | 360 | 252 | 110.1 | 38 | Aug 8, 2025 | J-GAAP |
| YoY | +1.8% | +0.3% | +0.6% | -7.0% | -7.5% |
Quarterly Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Operating Profit Margin | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Jan - Mar, 2025 | 881 | 103 | 102 | 70 | 30.8 | 11.7 | May 9, 2025 | J-GAAP |
| Apr - Jun, 2025 | 1,053 | 108 | 105 | 98 | 43.1 | 10.3 | Aug 8, 2025 | J-GAAP |
| Jul - Sep, 2025 | 742 | 60 | 59 | 34 | 15.0 | 8.1 | Nov 7, 2025 | J-GAAP |
| Oct - Dec, 2025 | 1,083 | 134 | 135 | 83 | 36.4 | 12.4 | Feb 6, 2026 | J-GAAP |
| Jan - Mar, 2026 | 963 | 112 | 112 | 68 | 29.9 | 11.6 | May 8, 2026 | J-GAAP |
| YoY | +9.3% | +8.7% | +9.8% | -2.9% | -3.2% |
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