JMS, The Current Fiscal Year Ordinary Profit Revised Upward by 75%

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Fri Feb 7, 2025 3:30 pm JST Earnings

7702 JMS CO.,LTD. 【J-GAAP】

Earnings Report

JMS CO.,LTD. <7702> [TSE Std] announced its financial results after the market closed on February 7th (15:30). The consolidated ordinary profit for the cumulative third quarter of the fiscal year ending March 2025 (April to December) surged 2.4 times that of the same period last year, reaching 632 million yen.

In addition, the full-year consolidated ordinary profit has been revised upward 75.0%, from the previous forecast of 400 million yen to 700 million yen (compared to 145 million yen in the previous period), increasing the growth rate from 2.8 times to 4.8 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 57.9%, from the previous forecast of 518 million yen to 818 million yen (compared to 280 million yen in the same period of the previous year), increasing the growth rate from 85.0% to 2.9 times.

In the most recent three-month period, from October to December (3Q), the consolidated ordinary profit increased 88.4% from the same period last year, reaching 750 million yen. The operating profit margin improved from 2.4% in the same period last year to 3.5%.

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	46,918	471	420	131	5.4	71.7	Feb 7, 2023	J-GAAP
Apr - Dec, 2023	48,035	77	263	54	2.2	181.4	Feb 8, 2024	J-GAAP
Apr - Dec, 2024	52,635	819	632	209	8.6	90.3	Feb 7, 2025	J-GAAP
YoY	+9.6%	+963.6%	+140.3%	+287.0%	+286.9%

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	36,170	545	518	358	14.6	8.50	Nov 7, 2024	J-GAAP
Oct - Mar, 2024 New	36,170	845	818	508	20.7	8.50	Feb 7, 2025	J-GAAP
Revision Rate	0.0%	+55.0%	+57.9%	+41.9%	+41.9%

Full Year Update

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Mar, 2025 Prev	70,000	700	400	100	4.1	17	Nov 7, 2024	J-GAAP
Mar, 2025 New	70,000	1,000	700	250	10.2	17	Feb 7, 2025	J-GAAP
Revision Rate	0.0%	+42.9%	+75.0%	+150.0%	+150.0%

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	34,044	52	280	222	9.1	8.50	May 14, 2024	J-GAAP
Oct - Mar, 2024 Guidance	36,170	845	818	508	20.7	8.50	Feb 7, 2025	J-GAAP
YoY	+6.2%	+1,525.0%	+192.1%	+128.8%	+127.1%

Current Period Guidance

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Mar, 2023	63,740	724	586	281	11.5	17	May 12, 2023	J-GAAP
Mar, 2024	65,292	-268	145	-36	-1.5	17	May 14, 2024	J-GAAP
Mar, 2025 Guidance	70,000	1,000	700	250	10.2	17	Feb 7, 2025	J-GAAP
YoY	+7.2%	－	+382.8%	－	－

Quarterly Results

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Operating Profit Margin	Announce	Accounting Standards
Oct - Dec, 2023	16,787	397	398	312	12.8	2.4	Feb 8, 2024	J-GAAP
Jan - Mar, 2024	17,257	-345	-118	-90	-3.7	-2.0	May 14, 2024	J-GAAP
Apr - Jun, 2024	16,177	42	194	-92	-3.8	0.3	Aug 9, 2024	J-GAAP
Jul - Sep, 2024	17,653	113	-312	-166	-6.8	0.6	Nov 7, 2024	J-GAAP
Oct - Dec, 2024	18,805	664	750	467	19.1	3.5	Feb 7, 2025	J-GAAP
YoY	+12.0%	+67.3%	+88.4%	+49.7%	+49.6%