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Sumitomo Forestry Co.,Ltd., January-September (Third Quarter Cumulative) Ordinary Profit Increases by 44%, July-September Ordinary Profit Increases by 48%
1911 Sumitomo Forestry Co.,Ltd. 【J-GAAP】
Earnings ReportSumitomo Forestry Co.,Ltd. <1911> [TSE-P] announced its financial results after the market closed on October 31st (15:00). The consolidated ordinary profit for the cumulative third quarter of the fiscal year ending December 2024 (January to September) expanded to 142 billion yen, an increase of 43.5% compared to the same period last year. The progress rate against the 193 billion yen full-year plan was 74.1%, exceeding the three-year average of 66.4%.
Based on the third-quarter cumulative performance announced by the company and the unchanged full-year plan, our calculation indicates that the consolidated ordinary profit for the October to December period (4Q) is expected to decrease by 16.3% from the same period last year to 50 billion yen.
In the most recent three-month period, from July to September (3Q), the consolidated ordinary profit increased by 48.2% from the same period last year, reaching 47.7 billion yen. The operating profit margin improved from 7.8% in the same period last year to 9.6%.
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Actual Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Progress Rate vs. First Half | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Jan - Sep, 2022 | 1,206,293 | 111,109 | 141,870 | 82,718 | 138.0 | 72.8 | Oct 31, 2022 | J-GAAP |
| Jan - Sep, 2023 | 1,232,884 | 97,615 | 99,579 | 63,797 | 105.2 | 62.7 | Oct 31, 2023 | J-GAAP |
| Jan - Sep, 2024 | 1,492,337 | 139,226 | 139,592 | 83,222 | 135.6 | 72.3 | Oct 31, 2024 | J-GAAP |
| YoY | +21.0% | +42.6% | +40.2% | +30.4% | +28.8% |
Current Period Guidance
Second Half Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Jul - Dec, 2023 | 916,686 | 81,029 | 91,555 | 57,355 | 94.3 | 21.67 | Feb 14, 2024 | J-GAAP |
| Jul - Dec, 2024 Guidance | 1,113,584 | 88,926 | 100,041 | 60,851 | 99.1 | 26.66 | Aug 8, 2024 | J-GAAP |
| YoY | +21.5% | +9.7% | +9.3% | +6.1% | +5.1% |
Current Period Guidance
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Dec, 2022 | 1,669,707 | 158,253 | 194,994 | 108,672 | 181.3 | 41.67 | Feb 14, 2023 | J-GAAP |
| Dec, 2023 | 1,733,169 | 146,258 | 158,921 | 102,170 | 168.0 | 41.67 | Feb 14, 2024 | J-GAAP |
| Dec, 2024 Guidance | 2,095,000 | 180,000 | 193,000 | 115,000 | 187.3 | 48.33 | Aug 8, 2024 | J-GAAP |
| YoY | +20.9% | +23.1% | +21.4% | +12.6% | +11.5% |
Quarterly Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Operating Profit Margin | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Jul - Sep, 2023 | 416,401 | 32,386 | 32,213 | 18,982 | 31.3 | 7.8 | Oct 31, 2023 | J-GAAP |
| Oct - Dec, 2023 | 500,285 | 48,643 | 59,342 | 38,373 | 63.1 | 9.7 | Feb 14, 2024 | J-GAAP |
| Jan - Mar, 2024 | 453,632 | 39,529 | 38,670 | 21,457 | 35.0 | 8.7 | Apr 30, 2024 | J-GAAP |
| Apr - Jun, 2024 | 527,784 | 51,545 | 54,289 | 32,692 | 53.3 | 9.8 | Aug 8, 2024 | J-GAAP |
| Jul - Sep, 2024 | 510,921 | 48,152 | 46,633 | 29,073 | 47.4 | 9.4 | Oct 31, 2024 | J-GAAP |
| YoY | +22.7% | +48.7% | +44.8% | +53.2% | +51.2% |
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