kabutan

NIPPON KANRYU INDUSTRY, First Half Ordinary Profit Revised Downward to an Unexpected 12%Decrease

Thu May 15, 2025 3:30 pm JST Earnings

1771 NIPPON KANRYU INDUSTRY CO.,LTD. 【J-GAAP】

Earnings Report

NIPPON KANRYU INDUSTRY CO.,LTD. <1771> [FSE] announced its financial results after the market closed on May 15th (15:30). The consolidated ordinary profit for the cumulative second quarter of the fiscal year ending September 2025 (October 2024 to March 2025) decreased 11.9% from the same period last year to 0.88 billion yen, resulting in a decrease in profits compared to the previous forecast of a 3.4% increase.

The progress rate toward the full-year plan of 1.18 billion yen was 75.1%, below the five-year average of 97.2%.

Based on the first-half performance announced by the company and the unchanged full-year plan, our calculation indicates that the consolidated ordinary profit/loss for the April to September period (2H) is expected to turn into a profit of 0.29 billion yen (compared to a loss of 0.07 billion yen in the same period last year).

In the most recent three-month period, from January to March (2Q), the consolidated ordinary profit grew 5.4% from the same period last year, reaching 0.72 billion yen. The operating profit margin rose from 11.1% in the same period last year to 11.4%.

Kabutan News

Actual Results

Accumulated Results 2nd Quarter
Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Progress Rate vs. First Half Announce Accounting Standards
Oct - Mar, 2022 10,470 948 970 603 121.0 96.8 May 12, 2023 J-GAAP
Oct - Mar, 2023 11,003 994 1,006 666 134.4 108.4 May 15, 2024 J-GAAP
Oct - Mar, 2024 10,582 854 886 587 118.5 75.1 May 15, 2025 J-GAAP
YoY -3.8% -14.1% -11.9% -11.9% -11.8%

First Half Results vs. Previous Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Oct - Mar, 2024 Guidance 11,550 1,025 1,040 680 137.2 0 Nov 15, 2024 J-GAAP
Oct - Mar, 2024 Results 10,582 854 886 587 118.5 0 May 15, 2025 J-GAAP
Revision Rate -8.4% -16.7% -14.8% -13.7% -13.6%

Current Period Guidance

Second Half Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Apr - Sep, 2024 6,542 -121 -78 22 4.3 19 Nov 15, 2024 J-GAAP
Apr - Sep, 2025 Guidance 8,288 296 294 183 36.0 19 May 15, 2025 J-GAAP
YoY +26.7% － － +731.8% +734.3%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Sep, 2023 16,894 943 1,002 743 146.3 17 Nov 20, 2023 J-GAAP
Sep, 2024 17,545 873 928 688 134.9 19 Nov 15, 2024 J-GAAP
Sep, 2025 Guidance 18,870 1,150 1,180 770 151.3 19 Nov 15, 2024 J-GAAP
YoY +7.6% +31.7% +27.2% +11.9% +12.2%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Jan - Mar, 2024 6,216 692 689 458 92.5 11.1 May 15, 2024 J-GAAP
Apr - Jun, 2024 2,981 -126 -97 -85 -17.2 -4.2 Aug 9, 2024 J-GAAP
Jul - Sep, 2024 3,561 5 19 107 21.0 0.1 Nov 15, 2024 J-GAAP
Oct - Dec, 2024 4,385 150 160 98 19.8 3.4 Feb 14, 2025 J-GAAP
Jan - Mar, 2025 6,197 704 726 489 98.7 11.4 May 15, 2025 J-GAAP
YoY -0.3% +1.7% +5.4% +6.8% +6.8%

Related Articles