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KOHNAN SHOJI, Ordinary Profit Forecast for the Fiscal Year Revised Downward to an Unexpected 15% Decrease

Fri Jan 9, 2026 3:30 pm JST Earnings

7516 KOHNAN SHOJI CO.,LTD. 【J-GAAP】

Earnings Report

KOHNAN SHOJI CO.,LTD. <7516> [TSE Prime] announced its financial results after the market closed on January 9th (15:30). The consolidated ordinary profit for the cumulative third quarter of the fiscal year ending February 2026 (March to November) decreased 12.2% from the same period last year to 17.0 billion yen.

In addition, the full-year forecast for consolidated ordinary profit has decreased 17.5%, from the previous forecast of 24.0 billion yen to 19.8 billion yen (compared to 23.3 billion yen in the previous period). This changes the outlook from an anticipated profit increase to a projection of a 15.0% 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 40.9%, from the previous forecast of 10.2 billion yen to 6.07 billion yen (compared to 7.91 billion yen in the same period of the previous year). This changes the outlook from an anticipated profit increase to a projection of a 23.3% decrease in profit.

In the most recent three-month period, from September to November (3Q), the consolidated ordinary profit decreased to 3.31 billion yen, a 17.6% decrease compared to the same period last year. The operating profit margin worsened from 4.0% in the same period last year to 3.0%.

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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
Mar - Nov, 2023 356,050 20,374 19,058 12,874 432.7 84.3 Jan 11, 2024 J-GAAP
Mar - Nov, 2024 378,729 20,785 19,410 11,691 404.4 83.3 Jan 10, 2025 J-GAAP
Mar - Nov, 2025 391,108 18,501 17,046 10,907 383.6 86.1 Jan 9, 2026 J-GAAP
YoY +3.3% -11.0% -12.2% -6.7% -5.1%

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 258,551 10,898 10,270 5,774 205.0 65 Oct 9, 2025 J-GAAP
Sep - Feb, 2025 New 251,551 6,548 6,070 3,274 116.2 65 Jan 9, 2026 J-GAAP
Revision Rate -2.7% -39.9% -40.9% -43.3% -43.3%

Full Year Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Feb, 2026 Prev 523,600 25,600 24,000 14,500 514.8 130 Apr 11, 2025 J-GAAP
Feb, 2026 New 516,600 21,250 19,800 12,000 426.1 130 Jan 9, 2026 J-GAAP
Revision Rate -1.3% -17.0% -17.5% -17.2% -17.2%

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 244,791 9,097 7,918 4,985 172.8 50 Apr 11, 2025 J-GAAP
Sep - Feb, 2025 Guidance 251,551 6,548 6,070 3,274 116.2 65 Jan 9, 2026 J-GAAP
YoY +2.8% -28.0% -23.3% -34.3% -32.7%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Feb, 2024 472,655 24,097 22,598 14,054 473.9 95 Apr 10, 2024 J-GAAP
Feb, 2025 501,403 25,001 23,306 14,210 492.5 100 Apr 11, 2025 J-GAAP
Feb, 2026 Guidance 516,600 21,250 19,800 12,000 426.1 130 Jan 9, 2026 J-GAAP
YoY +3.0% -15.0% -15.0% -15.6% -13.5%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Sep - Nov, 2024 122,117 4,881 4,022 2,466 85.3 4.0 Jan 10, 2025 J-GAAP
Dec - Feb, 2024 122,674 4,216 3,896 2,519 87.3 3.4 Apr 11, 2025 J-GAAP
Mar - May, 2025 130,789 7,109 6,451 4,373 152.7 5.4 Jul 10, 2025 J-GAAP
Jun - Aug, 2025 134,260 7,593 7,279 4,353 152.5 5.7 Oct 9, 2025 J-GAAP
Sep - Nov, 2025 126,059 3,799 3,316 2,181 76.7 3.0 Jan 9, 2026 J-GAAP
YoY +3.2% -22.2% -17.6% -11.6% -10.1%

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