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CSS HOLDINGS, The Current Fiscal Year Ordinary Profit Revised Upward to an Unexpected 9% Increase
2304 CSS HOLDINGS,LTD. 【J-GAAP】
Earnings ReportCSS HOLDINGS,LTD. <2304> [TSE Std] announced its financial results after the market closed on May 13th (16:00). The consolidated ordinary profit for the cumulative second quarter of the fiscal year ending September 2025 (October 2024 to March 2025) was 530 million yen, a 1.9% increase compared to the same period last year, resulting in an increase in profits compared to the previous forecast of a 21.3% decrease.
In addition, the full-year consolidated ordinary profit has been revised upward 11.6%, from the previous forecast of 613 million yen to 684 million yen (compared to 630 million yen in the previous period), turning to an 8.6% increase in the consolidated ordinary profit outlook.
Based on the first-half performance announced by the company and the full-year plan, our calculation indicates that the consolidated ordinary profit for the April to September period (2H) is expected to expand 40.0% from the same period last year, reaching 154 million yen.
In the most recent three-month period, from January to March (2Q), the consolidated ordinary profit decreased to 286 million yen, a 23.1% decrease compared to the same period last year. The operating profit margin worsened from 7.6% in the same period last year to 5.6%.
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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 |
|---|---|---|---|---|---|---|---|---|
| Oct - Mar, 2022 | 7,439 | 238 | 269 | 202 | 40.6 | 85.9 | May 12, 2023 | J-GAAP |
| Oct - Mar, 2023 | 9,135 | 507 | 520 | 323 | 64.8 | 82.5 | May 14, 2024 | J-GAAP |
| Oct - Mar, 2024 | 9,886 | 512 | 530 | 302 | 60.5 | 77.5 | May 13, 2025 | J-GAAP |
| YoY | +8.2% | +1.0% | +1.9% | -6.5% | -6.7% |
First Half Results vs. Previous Guidance
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Oct - Mar, 2024 Guidance | 9,700 | 404 | 409 | 265 | 52.8 | 15 | Nov 12, 2024 | J-GAAP |
| Oct - Mar, 2024 Results | 9,886 | 512 | 530 | 302 | 60.5 | 15 | May 13, 2025 | J-GAAP |
| Revision Rate | +1.9% | +26.7% | +29.6% | +14.0% | +14.5% |
Guidance Update
Full Year Update
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Sep, 2025 Prev | 19,018 | 600 | 613 | 453 | 91.8 | 30 | Nov 12, 2024 | J-GAAP |
| Sep, 2025 New | 19,230 | 657 | 684 | 505 | 102.3 | 30 | May 13, 2025 | J-GAAP |
| Revision Rate | +1.1% | +9.5% | +11.6% | +11.5% | +11.5% |
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 | 8,496 | 88 | 110 | 106 | 21.2 | 20 | Nov 12, 2024 | J-GAAP |
| Apr - Sep, 2025 Guidance | 9,344 | 145 | 154 | 203 | 41.1 | 15 | May 13, 2025 | J-GAAP |
| YoY | +10.0% | +64.8% | +40.0% | +91.5% | +93.8% |
Current Period Guidance
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Sep, 2023 | 14,832 | 276 | 313 | 230 | 46.1 | 17 | Nov 14, 2023 | J-GAAP |
| Sep, 2024 | 17,631 | 595 | 630 | 429 | 85.9 | 30 | Nov 12, 2024 | J-GAAP |
| Sep, 2025 Guidance | 19,230 | 657 | 684 | 505 | 102.3 | 30 | May 13, 2025 | J-GAAP |
| YoY | +9.1% | +10.4% | +8.6% | +17.7% | +19.1% |
Quarterly Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Operating Profit Margin | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Jan - Mar, 2024 | 4,930 | 374 | 372 | 218 | 43.7 | 7.6 | May 14, 2024 | J-GAAP |
| Apr - Jun, 2024 | 4,164 | 98 | 107 | 71 | 14.2 | 2.4 | Aug 13, 2024 | J-GAAP |
| Jul - Sep, 2024 | 4,332 | -10 | 3 | 35 | 7.0 | -0.2 | Nov 12, 2024 | J-GAAP |
| Oct - Dec, 2024 | 4,936 | 233 | 244 | 151 | 30.3 | 4.7 | Feb 12, 2025 | J-GAAP |
| Jan - Mar, 2025 | 4,950 | 279 | 286 | 151 | 30.2 | 5.6 | May 13, 2025 | J-GAAP |
| YoY | +0.4% | -25.4% | -23.1% | -30.7% | -30.8% |
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