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RISO KYOIKU, Ordinary Profit Forecast for the Fiscal Year Revised Downward to an Unexpected 15% Decrease
4714 RISO KYOIKU GROUP CORPORATION 【J-GAAP】
Earnings ReportRISO KYOIKU GROUP CORPORATION <4714> [TSE Prime] announced its financial results after the market closed on January 9th (16:00). The consolidated ordinary profit for the cumulative third quarter of the fiscal year ending February 2026 (March to November) decreased 21.0% from the same period last year to 1.68 billion yen.
In addition, the full-year forecast for consolidated ordinary profit has decreased 20.4%, from the previous forecast of 3.14 billion yen to 2.50 billion yen (compared to 2.93 billion yen in the previous period). This changes the outlook from an anticipated profit increase to a projection of a 14.9% decrease in profit.
Based on the full-year plan announced by the company after the downward revision, our estimate of the consolidated ordinary profit for the September to February period (second half) has decreased 27.4%, from the previous forecast of 2.34 billion yen to 1.70 billion yen (compared to 1.48 billion yen in the same period of the previous year), leading to a reduction in the profit growth rate from 57.9% to 14.7%.
In the most recent three-month period, from September to November (3Q), the consolidated ordinary profit increased 31.3% from the same period last year, reaching 0.88 billion yen. The operating profit margin improved from 8.2% in the same period last year to 10.3%.
Kabutan News
Actual Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Progress Rate vs. First Half | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Mar - Nov, 2023 | 23,771 | 1,686 | 1,707 | 1,195 | 7.6 | 64.3 | Jan 9, 2024 | J-GAAP |
| Mar - Nov, 2024 | 24,730 | 2,128 | 2,128 | 1,345 | 8.2 | 72.4 | Jan 10, 2025 | J-GAAP |
| Mar - Nov, 2025 | 25,266 | 1,657 | 1,682 | 1,123 | 6.6 | 67.3 | Jan 9, 2026 | J-GAAP |
| YoY | +2.2% | -22.1% | -21.0% | -16.5% | -19.0% |
Guidance Update
Second Half Update
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Sep - Feb, 2025 Prev | 19,238 | 2,366 | 2,340 | 1,448 | 8.5 | 10 | Oct 9, 2025 | J-GAAP |
| Sep - Feb, 2025 New | 17,438 | 1,691 | 1,700 | 988 | 5.8 | 10 | Jan 9, 2026 | J-GAAP |
| Revision Rate | -9.4% | -28.5% | -27.4% | -31.8% | -31.8% |
Full Year Update
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Feb, 2026 Prev | 36,000 | 3,145 | 3,140 | 2,000 | 11.7 | 10 | Apr 8, 2025 | J-GAAP |
| Feb, 2026 New | 34,200 | 2,470 | 2,500 | 1,540 | 9.0 | 10 | Jan 9, 2026 | J-GAAP |
| Revision Rate | -5.0% | -21.5% | -20.4% | -23.0% | -23.0% |
Current Period Guidance
Second Half Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Sep - Feb, 2024 | 16,807 | 1,475 | 1,482 | 850 | 5.1 | 10 | Apr 8, 2025 | J-GAAP |
| Sep - Feb, 2025 Guidance | 17,438 | 1,691 | 1,700 | 988 | 5.8 | 10 | Jan 9, 2026 | J-GAAP |
| YoY | +3.8% | +14.6% | +14.7% | +16.2% | +13.5% |
Current Period Guidance
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Feb, 2024 | 32,215 | 2,628 | 2,655 | 1,661 | 10.8 | 10 | Apr 8, 2024 | J-GAAP |
| Feb, 2025 | 33,394 | 2,933 | 2,938 | 1,743 | 10.5 | 10 | Apr 8, 2025 | J-GAAP |
| Feb, 2026 Guidance | 34,200 | 2,470 | 2,500 | 1,540 | 9.0 | 10 | Jan 9, 2026 | J-GAAP |
| YoY | +2.4% | -15.8% | -14.9% | -11.6% | -13.7% |
Quarterly Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Operating Profit Margin | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Sep - Nov, 2024 | 8,143 | 670 | 672 | 452 | 2.7 | 8.2 | Jan 10, 2025 | J-GAAP |
| Dec - Feb, 2024 | 8,664 | 805 | 810 | 398 | 2.4 | 9.3 | Apr 8, 2025 | J-GAAP |
| Mar - May, 2025 | 7,110 | -599 | -588 | -383 | -2.3 | -8.4 | Jul 11, 2025 | J-GAAP |
| Jun - Aug, 2025 | 9,652 | 1,378 | 1,388 | 935 | 5.5 | 14.3 | Oct 9, 2025 | J-GAAP |
| Sep - Nov, 2025 | 8,504 | 878 | 882 | 571 | 3.4 | 10.3 | Jan 9, 2026 | J-GAAP |
| YoY | +4.4% | +31.0% | +31.3% | +26.3% | +22.6% |
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