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Senshu Ikeda, First Half Ordinary Profit Unexpectedly Revised Upward by 6%, Current Fiscal Year Dividend Revised Upward by 5 Yen

Fri Nov 14, 2025 2:00 pm JST Earnings

8714 Senshu Ikeda Holdings,Inc. 【J-GAAP】

Earnings Report

Senshu Ikeda Holdings,Inc. <8714> [TSE Prime] announced its financial results in the afternoon session on November 14th (14:00). The consolidated ordinary profit for the cumulative second quarter of the fiscal year ending March 2026 (April to September) increased 6.3% from the same period last year, reaching 12.5 billion yen, resulting in an increase in profits compared to the previous forecast of a 15.0% decrease.

However, Progress toward the full-year plan of 21.8 billion yen was 57.4%, it was below the five-year average of 63.1%.

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 grow 19.5% from the same period last year, reaching 9.29 billion yen.

At the same time, the company has significantly increased its planned annual dividend for the current fiscal year from the original plan of 16 yen to 21 yen (compared to 15.5 yen in the previous period).

In the most recent three-month period, from July to September (2Q), the consolidated ordinary profit grew 18.8% from the same period last year, reaching 7.10 billion yen.

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Actual Results

Accumulated Results 2nd Quarter
Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Progress Rate vs. First Half Announce Accounting Standards
Apr - Sep, 2023 43,357 ー 9,507 6,681 23.8 59.3 Nov 13, 2023 J-GAAP
Apr - Sep, 2024 46,029 ー 11,768 8,452 30.1 60.2 Nov 11, 2024 J-GAAP
Apr - Sep, 2025 54,696 ー 12,504 8,664 31.1 57.4 Nov 14, 2025 J-GAAP
YoY +18.8% － +6.3% +2.5% +3.3%

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 55,000 ー 10,000 7,100 25.5 8 May 12, 2025 J-GAAP
Apr - Sep, 2025 Results 54,696 ー 12,504 8,664 31.1 10.50 Nov 14, 2025 J-GAAP
Revision Rate -0.6% － +25.0% +22.0% +22.0%

Guidance Update

Full Year Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2026 Prev 112,000 ー 21,800 14,700 52.8 16 May 12, 2025 J-GAAP
Mar, 2026 New 112,000 ー 21,800 14,700 52.8 21 Nov 14, 2025 J-GAAP
Revision Rate 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
Oct - Mar, 2024 47,045 ー 7,781 4,794 17.1 8 May 12, 2025 J-GAAP
Oct - Mar, 2025 Guidance 57,304 ー 9,296 6,036 21.7 10.50 Nov 14, 2025 J-GAAP
YoY +21.8% － +19.5% +25.9% +26.7%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 85,219 ー 16,025 10,874 38.8 12.50 May 13, 2024 J-GAAP
Mar, 2025 93,074 ー 19,549 13,246 47.3 15.50 May 12, 2025 J-GAAP
Mar, 2026 Guidance 112,000 ー 21,800 14,700 52.8 21 Nov 14, 2025 J-GAAP
YoY +20.3% － +11.5% +11.0% +11.7%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Jul - Sep, 2024 23,486 ー 5,982 4,180 14.9 0.0 Nov 11, 2024 J-GAAP
Oct - Dec, 2024 22,592 ー 4,015 2,498 8.9 0.0 Jan 30, 2025 J-GAAP
Jan - Mar, 2025 24,453 ー 3,766 2,296 8.2 0.0 May 12, 2025 J-GAAP
Apr - Jun, 2025 25,606 ー 5,395 3,860 13.9 0.0 Jul 29, 2025 J-GAAP
Jul - Sep, 2025 29,090 ー 7,109 4,804 17.3 0.0 Nov 14, 2025 J-GAAP
YoY +23.9% － +18.8% +14.9% +15.8%

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