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Keihan Holdings, 19% Decrease in Ordinary Profit for The Current Fiscal Year, Despite Last Fiscal Year's Dividend Increase, This Fiscal Year to Decrease Dividend
9045 Keihan Holdings Co.,Ltd. 【J-GAAP】
Earnings ReportKeihan Holdings Co.,Ltd. <9045> [TSE Prime] announced its financial results in the afternoon session on May 12th (14:00). The consolidated ordinary profit for the fiscal year ended March 2026 increased by 14.7% from the previous period to 46.9 billion yen. However, for the fiscal year ending March 2027, the consolidated ordinary profit is expected to decrease by 18.8% from the previous period to 38.1 billion yen.
At the same time, the company increased the annual dividend for the previous term from 97 yen to 100 yen (compared to 40 yen in the prior term), and has decided to reduce the dividend this fiscal year to 86 yen, a decrease of 14 yen from the previous fiscal year.
In the most recent three-month period, from January to March (4Q), the consolidated ordinary profit surged 2.4 times that of the same period last year, reaching 11.8 billion yen. The operating profit margin drastically improved from 6.9% in the same period last year to 12.1%.
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Actual Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Mar, 2024 | 302,147 | 33,904 | 33,111 | 24,890 | 232.1 | 35 | May 10, 2024 | J-GAAP |
| Mar, 2025 | 313,546 | 42,071 | 40,905 | 28,266 | 268.3 | 40 | May 9, 2025 | J-GAAP |
| Mar, 2026 | 332,471 | 49,152 | 46,931 | 33,581 | 332.8 | 100 | May 12, 2026 | J-GAAP |
| YoY | +6.0% | +16.8% | +14.7% | +18.8% | +24.0% |
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 | 325,400 | 46,200 | 43,900 | 32,600 | 323.1 | 97 | Nov 7, 2025 | J-GAAP |
| Mar, 2026 Results | 332,471 | 49,152 | 46,931 | 33,581 | 332.8 | 100 | May 12, 2026 | J-GAAP |
| Revision Rate | +2.2% | +6.4% | +6.9% | +3.0% | +3.0% |
Current Period Guidance
H1 Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Apr - Sep, 2025 | 144,365 | 22,119 | 21,123 | 15,802 | 156.6 | 0 | Nov 7, 2025 | J-GAAP |
| Apr - Sep, 2026 Guidance | 154,800 | 20,000 | 18,300 | 13,800 | 136.8 | 0 | May 12, 2026 | J-GAAP |
| YoY | +7.2% | -9.6% | -13.4% | -12.7% | -12.7% |
Current Period Guidance
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Mar, 2025 | 313,546 | 42,071 | 40,905 | 28,266 | 268.3 | 40 | May 9, 2025 | J-GAAP |
| Mar, 2026 | 332,471 | 49,152 | 46,931 | 33,581 | 332.8 | 100 | May 12, 2026 | J-GAAP |
| Mar, 2027 Guidance | 321,800 | 42,400 | 38,100 | 29,000 | 287.4 | 86 | May 12, 2026 | J-GAAP |
| YoY | -3.2% | -13.7% | -18.8% | -13.6% | -13.6% |
Quarterly Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Operating Profit Margin | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Jan - Mar, 2025 | 79,549 | 5,510 | 5,011 | 3,369 | 32.0 | 6.9 | May 9, 2025 | J-GAAP |
| Apr - Jun, 2025 | 72,827 | 12,960 | 12,636 | 9,354 | 92.7 | 17.8 | Aug 7, 2025 | J-GAAP |
| Jul - Sep, 2025 | 71,538 | 9,159 | 8,487 | 6,448 | 63.9 | 12.8 | Nov 7, 2025 | J-GAAP |
| Oct - Dec, 2025 | 81,376 | 14,131 | 13,988 | 9,761 | 96.7 | 17.4 | Feb 6, 2026 | J-GAAP |
| Jan - Mar, 2026 | 106,730 | 12,902 | 11,820 | 8,018 | 79.5 | 12.1 | May 12, 2026 | J-GAAP |
| YoY | +34.2% | +134.2% | +135.9% | +138.0% | +148.5% |
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