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ZERO, Jul-Mar (Cumulative 3Q) Net Income Decreases by 7%
9028 ZERO CO.,LTD. 【IFRS】
Earnings ReportZERO CO.,LTD. <9028> [TSE Std] announced its financial results (based on IFRS) after the market closed on May 14th (17:00). The consolidated net income for the cumulative third quarter of the fiscal year ending June 2026 (July 2025 to March 2026) decreased 6.6% from the same period last year to 5.09 billion yen. Progress toward the full-year plan of 7.20 billion yen was 70.7%, also falling below the five-year average of 75.1%.
Based on the cumulative third-quarter performance announced by the company and the unchanged full-year plan, our calculation indicates that the consolidated net income for the April to June period (4Q) is expected to grow 22.1% from the same period last year, reaching 2.10 billion yen.
In the most recent three-month period, from January to March (3Q), the consolidated net income grew 5.5% from the same period last year, reaching 2.05 billion yen. The operating profit margin improved from 6.3% in the same period last year to 6.7%.
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 | 105,570 | 4,501 | 4,512 | 2,959 | 175.2 | 72.5 | May 9, 2024 | IFRS |
| Jul - Mar, 2024 | 113,023 | 7,717 | 7,705 | 5,452 | 322.0 | 75.4 | May 15, 2025 | IFRS |
| Jul - Mar, 2025 | 111,925 | 7,503 | 7,502 | 5,091 | 300.0 | 72.8 | May 14, 2026 | IFRS |
| YoY | -1.0% | -2.8% | -2.6% | -6.6% | -6.8% |
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 | 78,887 | 5,277 | 5,271 | 3,674 | 216.9 | 96.90 | Aug 7, 2025 | IFRS |
| Jan - Jun, 2026 Guidance | 79,159 | 5,864 | 5,874 | 4,163 | 247.8 | 84.30 | Feb 12, 2026 | IFRS |
| YoY | +0.3% | +11.1% | +11.4% | +13.3% | +14.2% |
Current Period Guidance
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Jun, 2024 | 140,751 | 6,222 | 6,227 | 4,150 | 245.6 | 61.40 | Aug 8, 2024 | IFRS |
| Jun, 2025 | 147,843 | 10,228 | 10,213 | 7,179 | 423.9 | 139.90 | Aug 7, 2025 | IFRS |
| Jun, 2026 Guidance | 145,000 | 10,300 | 10,300 | 7,200 | 428.5 | 140.30 | Aug 7, 2025 | IFRS |
| YoY | -1.9% | +0.7% | +0.9% | +0.3% | +1.1% |
Quarterly Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Operating Profit Margin | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Jan - Mar, 2025 | 44,067 | 2,766 | 2,763 | 1,947 | 115.0 | 6.3 | May 15, 2025 | IFRS |
| Apr - Jun, 2025 | 34,820 | 2,511 | 2,508 | 1,727 | 102.0 | 7.2 | Aug 7, 2025 | IFRS |
| Jul - Sep, 2025 | 35,453 | 2,510 | 2,516 | 1,747 | 103.1 | 7.1 | Nov 13, 2025 | IFRS |
| Oct - Dec, 2025 | 30,388 | 1,926 | 1,910 | 1,290 | 76.1 | 6.3 | Feb 12, 2026 | IFRS |
| Jan - Mar, 2026 | 46,084 | 3,067 | 3,076 | 2,054 | 121.1 | 6.7 | May 14, 2026 | IFRS |
| YoY | +4.6% | +10.9% | +11.3% | +5.5% | +5.3% |
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