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ITOKI , Jan-Sep (Cumulative 3Q) Ordinary Profit Increases by 47%, Current Fiscal Year Dividend Revised Upward by 3 Yen
7972 ITOKI CORPORATION 【J-GAAP】
Earnings ReportITOKI CORPORATION <7972> [TSE Prime] announced its financial results after the market closed on October 31st (15:30). The consolidated ordinary profit for the cumulative third quarter of the fiscal year ending December 2025 (January to September) expanded 11.4 billion yen, an increase 46.7% compared to the same period last year. Progress toward the full-year plan of 12.0 billion yen was 95.4%, also surpassing the five-year average of 74.0%.
Based on the cumulative third-quarter performance announced by the company and the unchanged full-year plan, our calculation indicates that the consolidated ordinary profit for the October to December period (4Q) is expected to significant drop 75.1% from the same period last year to 0.54 billion yen.
At the same time, the company has increased its planned year-end lump-sum dividend for the current fiscal year from the original plan of 65 yen to 68 yen (compared to 55 yen in the previous period).
In the most recent three-month period, from July to September (3Q), the consolidated ordinary profit amounted to 0.95 billion yen, a 1.6% decrease compared to the same period last year. The operating profit margin remained almost flat, changing from 3.2% in the same period last year to 3.0%.
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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 |
|---|---|---|---|---|---|---|---|---|
| Jan - Sep, 2023 | 96,857 | 7,179 | 7,360 | 4,909 | 108.3 | 86.0 | Nov 13, 2023 | J-GAAP |
| Jan - Sep, 2024 | 102,123 | 7,806 | 7,809 | 5,800 | 119.0 | 78.1 | Nov 5, 2024 | J-GAAP |
| Jan - Sep, 2025 | 112,458 | 11,613 | 11,453 | 7,659 | 155.3 | 95.4 | Oct 31, 2025 | J-GAAP |
| YoY | +10.1% | +48.8% | +46.7% | +32.1% | +30.5% |
Guidance Update
Second Half Update
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Jul - Dec, 2025 Prev | 70,756 | 1,375 | 1,503 | 1,340 | 27.1 | 65 | Aug 4, 2025 | J-GAAP |
| Jul - Dec, 2025 New | 70,756 | 1,375 | 1,503 | 1,340 | 27.1 | 68 | Oct 31, 2025 | J-GAAP |
| Revision Rate | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% |
Full Year Update
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Dec, 2025 Prev | 150,000 | 12,000 | 12,000 | 8,300 | 168.0 | 65 | Aug 4, 2025 | J-GAAP |
| Dec, 2025 New | 150,000 | 12,000 | 12,000 | 8,300 | 168.0 | 68 | Oct 31, 2025 | J-GAAP |
| Revision Rate | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% |
Current Period Guidance
Second Half Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Jul - Dec, 2024 | 65,950 | 3,211 | 3,167 | 2,097 | 42.9 | 55 | Feb 13, 2025 | J-GAAP |
| Jul - Dec, 2025 Guidance | 70,756 | 1,375 | 1,503 | 1,340 | 27.1 | 68 | Oct 31, 2025 | J-GAAP |
| YoY | +7.3% | -57.2% | -52.5% | -36.1% | -36.8% |
Current Period Guidance
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Dec, 2023 | 132,985 | 8,523 | 8,555 | 5,905 | 130.3 | 42 | Feb 13, 2024 | J-GAAP |
| Dec, 2024 | 138,460 | 10,077 | 10,004 | 7,183 | 147.0 | 55 | Feb 13, 2025 | J-GAAP |
| Dec, 2025 Guidance | 150,000 | 12,000 | 12,000 | 8,300 | 168.0 | 68 | Oct 31, 2025 | J-GAAP |
| YoY | +8.3% | +19.1% | +20.0% | +15.6% | +14.3% |
Quarterly Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Operating Profit Margin | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Jul - Sep, 2024 | 29,613 | 940 | 972 | 714 | 14.7 | 3.2 | Nov 5, 2024 | J-GAAP |
| Oct - Dec, 2024 | 36,337 | 2,271 | 2,195 | 1,383 | 28.3 | 6.2 | Feb 13, 2025 | J-GAAP |
| Jan - Mar, 2025 | 42,744 | 7,422 | 7,318 | 4,916 | 99.9 | 17.4 | May 2, 2025 | J-GAAP |
| Apr - Jun, 2025 | 36,500 | 3,203 | 3,179 | 2,044 | 41.5 | 8.8 | Aug 4, 2025 | J-GAAP |
| Jul - Sep, 2025 | 33,214 | 988 | 956 | 699 | 14.2 | 3.0 | Oct 31, 2025 | J-GAAP |
| YoY | +12.2% | +5.1% | -1.6% | -2.1% | -3.2% |
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