Kodensha, The Current Fiscal Year Ordinary Profit Revised Upward by 44%

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Fri Jan 31, 2025 2:30 pm JST Earnings

1948 The Kodensha,Co.,Ltd. 【J-GAAP】

Earnings Report

The Kodensha,Co.,Ltd. <1948> [TSE Std] announced its financial results in the afternoon session on January 31st (14:30). The consolidated ordinary profit for the cumulative third quarter of the fiscal year ending March 2025 (April to December) surged 13 times that of the same period last year, reaching 1.7 billion yen.

In addition, the full-year consolidated ordinary profit has been revised upward 43.8%, from the previous forecast of 1.85 billion yen to 2.66 billion yen (compared to 1.29 billion yen in the previous period), increasing the growth rate from 43.2% to 2.1 times.

Based on the full-year plan announced by the company after the upward revision, our estimate of the consolidated ordinary profit for the October to March period (2H) is expected to increase 82.7%, from the previous forecast of 0.97 billion yen to 1.78 billion yen (compared to 1.16 billion yen in the same period of the previous year), turning to a 53.0% increase in the consolidated ordinary profit outlook.

In the most recent three-month period, from October to December (3Q), the consolidated ordinary profit surged 209 times that of the same period last year, reaching 0.83 billion yen. The operating profit/loss margin drastically improved from -0.4% in the same period last year to 8.1%.

Kabutan News

Actual Results

Accumulated Results 3rd Quarter

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Progress Rate vs. First Half	Announce	Accounting Standards
Apr - Dec, 2022	22,945	-152	-21	-49	-5.6	ー	Jan 31, 2023	J-GAAP
Apr - Dec, 2023	24,363	23	127	13	1.5	9.8	Jan 31, 2024	J-GAAP
Apr - Dec, 2024	27,183	1,659	1,707	1,227	138.7	64.2	Jan 31, 2025	J-GAAP
YoY	+11.6%	+7,113.0%	+1,244.1%	+9,338.5%	+9,025.0%

Guidance Update

Second Half Update

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Oct - Mar, 2024 Prev	21,296	885	979	889	101.8	33	Oct 31, 2024	J-GAAP
Oct - Mar, 2024 New	22,196	1,745	1,789	1,389	159.0	33	Jan 31, 2025	J-GAAP
Revision Rate	+4.2%	+97.2%	+82.7%	+56.2%	+56.2%

Full Year Update

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Mar, 2025 Prev	38,600	1,740	1,850	1,390	159.2	66	Sep 17, 2024	J-GAAP
Mar, 2025 New	39,500	2,600	2,660	1,890	216.4	66	Jan 31, 2025	J-GAAP
Revision Rate	+2.3%	+49.4%	+43.8%	+36.0%	+36.0%

Current Period Guidance

Second Half Results

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Oct - Mar, 2023	19,306	1,099	1,169	811	91.6	54	May 9, 2024	J-GAAP
Oct - Mar, 2024 Guidance	22,196	1,745	1,789	1,389	159.0	33	Jan 31, 2025	J-GAAP
YoY	+15.0%	+58.8%	+53.0%	+71.3%	+73.7%

Current Period Guidance

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Mar, 2023	33,557	682	856	556	62.8	44	May 10, 2023	J-GAAP
Mar, 2024	34,868	1,156	1,292	899	101.5	54	May 9, 2024	J-GAAP
Mar, 2025 Guidance	39,500	2,600	2,660	1,890	216.4	66	Jan 31, 2025	J-GAAP
YoY	+13.3%	+124.9%	+105.9%	+110.2%	+113.2%

Quarterly Results

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Operating Profit Margin	Announce	Accounting Standards
Oct - Dec, 2023	8,801	-34	4	-75	-8.8	-0.4	Jan 31, 2024	J-GAAP
Jan - Mar, 2024	10,505	1,133	1,165	886	100.0	10.8	May 9, 2024	J-GAAP
Apr - Jun, 2024	7,662	153	170	44	5.0	2.0	Jul 31, 2024	J-GAAP
Jul - Sep, 2024	9,642	702	701	457	51.7	7.3	Oct 31, 2024	J-GAAP
Oct - Dec, 2024	9,879	804	836	726	82.1	8.1	Jan 31, 2025	J-GAAP
YoY	+12.2%	－	+20,800.0%	－	－