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JENOBA, First Half Ordinary Profit Increases by 5%, Jan-Mar Ordinary Profit Increases by 3%
5570 JENOBA CO.,LTD. 【J-GAAP】
Earnings ReportJENOBA CO.,LTD. <5570> [TSE Growth] announced its financial results in the afternoon session on May 12th (14:30). The ordinary profit (non-consolidated) for the cumulative second quarter of the fiscal year ending September 2026 (October 2025 to March 2026) increased 4.5% from the same period last year, reaching 415 million yen. Progress toward the full-year plan of 793 million yen was 52.3%, almost the same as the four-year average of 50.2%.
Based on the first-half performance announced by the company and the unchanged full-year plan, our calculation indicates that the ordinary profit for the April to September period (second half) is expected to decrease 1.8% from the same period last year to 378 million yen.
In the most recent three-month period, from January to March (2Q), the ordinary profit grew 3.2% from the same period last year, reaching 191 million yen. However, the operating profit margin decreased from 55.9% in the same period last year to 53.5%.
Kabutan News
Actual Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Progress Rate vs. First Half | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Oct - Mar, 2023 | 629 | 345 | 346 | 239 | 17.5 | 49.7 | May 10, 2024 | J-GAAP |
| Oct - Mar, 2024 | 682 | 393 | 397 | 276 | 20.2 | 50.8 | May 12, 2025 | J-GAAP |
| Oct - Mar, 2025 | 715 | 406 | 415 | 287 | 21.7 | 52.3 | May 12, 2026 | J-GAAP |
| YoY | +4.8% | +3.3% | +4.5% | +4.0% | +7.7% |
First Half Results vs. Previous Guidance
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Oct - Mar, 2025 Guidance | 714 | 402 | 410 | 285 | 21.5 | 0 | Nov 10, 2025 | J-GAAP |
| Oct - Mar, 2025 Results | 715 | 406 | 415 | 287 | 21.7 | 0 | May 12, 2026 | J-GAAP |
| Revision Rate | +0.1% | +1.0% | +1.2% | +0.7% | +0.9% |
Current Period Guidance
Second Half Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Apr - Sep, 2025 | 684 | 380 | 385 | 266 | 20.0 | 6 | Nov 10, 2025 | J-GAAP |
| Apr - Sep, 2026 Guidance | 718 | 373 | 378 | 256 | 19.4 | 7 | May 12, 2026 | J-GAAP |
| YoY | +5.0% | -1.8% | -1.8% | -3.8% | -3.4% |
Current Period Guidance
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Sep, 2024 | 1,265 | 694 | 696 | 482 | 35.0 | 5 | Nov 11, 2024 | J-GAAP |
| Sep, 2025 | 1,366 | 773 | 782 | 542 | 40.8 | 6 | Nov 10, 2025 | J-GAAP |
| Sep, 2026 Guidance | 1,433 | 779 | 793 | 543 | 41.0 | 7 | Nov 10, 2025 | J-GAAP |
| YoY | +4.9% | +0.8% | +1.4% | +0.2% | +0.5% |
Quarterly Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Operating Profit Margin | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Jan - Mar, 2025 | 324 | 181 | 185 | 129 | 9.4 | 55.9 | May 12, 2025 | J-GAAP |
| Apr - Jun, 2025 | 334 | 177 | 178 | 123 | 9.2 | 53.0 | Aug 8, 2025 | J-GAAP |
| Jul - Sep, 2025 | 350 | 203 | 207 | 143 | 10.8 | 58.0 | Nov 10, 2025 | J-GAAP |
| Oct - Dec, 2025 | 371 | 222 | 224 | 156 | 11.8 | 59.8 | Feb 10, 2026 | J-GAAP |
| Jan - Mar, 2026 | 344 | 184 | 191 | 131 | 9.9 | 53.5 | May 12, 2026 | J-GAAP |
| YoY | +6.2% | +1.7% | +3.2% | +1.6% | +5.1% |
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