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KONDOTEC, First Half Ordinary Profit Increases by 6%, Jul-Sep Ordinary Profit Increases by 11%
7438 KONDOTEC INC. 【J-GAAP】
Earnings ReportKONDOTEC INC. <7438> [TSE Prime] announced its financial results in the afternoon session on November 11th (14:00). The consolidated ordinary profit for the cumulative second quarter of the fiscal year ending March 2026 (April to September) increased 5.7% from the same period last year, reaching 2.27 billion yen. However, Progress toward the full-year plan of 4.80 billion yen was 47.5%, almost the same as the five-year average of 46.1%.
Based on the first-half performance announced by the company and the unchanged full-year plan, our calculation indicates that the consolidated ordinary profit for the October to March period (second half) is expected to nearly flat at 2.52 billion yen, down 0.04% from the same period last year.
In the most recent three-month period, from July to September (2Q), the consolidated ordinary profit grew 10.8% from the same period last year, reaching 1.31 billion yen. The operating profit margin improved from 5.8% in the same period last year to 6.2%.
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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 |
|---|---|---|---|---|---|---|---|---|
| Apr - Sep, 2023 | 37,864 | 2,234 | 2,330 | 1,545 | 60.6 | 47.8 | Nov 10, 2023 | J-GAAP |
| Apr - Sep, 2024 | 38,640 | 2,042 | 2,157 | 1,525 | 59.7 | 46.1 | Nov 8, 2024 | J-GAAP |
| Apr - Sep, 2025 | 40,636 | 2,169 | 2,279 | 1,459 | 57.0 | 47.5 | Nov 11, 2025 | J-GAAP |
| YoY | +5.2% | +6.2% | +5.7% | -4.3% | -4.5% |
First Half Results vs. Previous Guidance
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Apr - Sep, 2025 Guidance | 41,696 | 2,192 | 2,295 | 1,648 | 64.3 | 26 | May 14, 2025 | J-GAAP |
| Apr - Sep, 2025 Results | 40,636 | 2,169 | 2,279 | 1,459 | 57.0 | 26 | Nov 11, 2025 | J-GAAP |
| Revision Rate | -2.5% | -1.0% | -0.7% | -11.5% | -11.4% |
Current Period Guidance
Second Half Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Oct - Mar, 2024 | 40,535 | 2,423 | 2,522 | 1,747 | 68.4 | 23 | May 14, 2025 | J-GAAP |
| Oct - Mar, 2025 Guidance | 44,364 | 2,431 | 2,521 | 1,891 | 73.8 | 26 | Nov 11, 2025 | J-GAAP |
| YoY | +9.4% | +0.3% | 0.0% | +8.2% | +8.0% |
Current Period Guidance
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Mar, 2024 | 76,873 | 4,673 | 4,872 | 3,265 | 128.0 | 40 | May 14, 2024 | J-GAAP |
| Mar, 2025 | 79,175 | 4,465 | 4,679 | 3,272 | 128.0 | 46 | May 14, 2025 | J-GAAP |
| Mar, 2026 Guidance | 85,000 | 4,600 | 4,800 | 3,350 | 130.8 | 52 | May 14, 2025 | J-GAAP |
| YoY | +7.4% | +3.0% | +2.6% | +2.4% | +2.2% |
Quarterly Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Operating Profit Margin | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Jul - Sep, 2024 | 19,506 | 1,129 | 1,188 | 903 | 35.4 | 5.8 | Nov 8, 2024 | J-GAAP |
| Oct - Dec, 2024 | 21,235 | 1,403 | 1,461 | 961 | 37.6 | 6.6 | Feb 13, 2025 | J-GAAP |
| Jan - Mar, 2025 | 19,300 | 1,020 | 1,061 | 786 | 30.8 | 5.3 | May 14, 2025 | J-GAAP |
| Apr - Jun, 2025 | 20,170 | 904 | 963 | 601 | 23.5 | 4.5 | Aug 8, 2025 | J-GAAP |
| Jul - Sep, 2025 | 20,466 | 1,265 | 1,316 | 858 | 33.5 | 6.2 | Nov 11, 2025 | J-GAAP |
| YoY | +4.9% | +12.0% | +10.8% | -5.0% | -5.1% |
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