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Sotetsu Holdings, Apr-Jun (1Q) Ordinary Profit Decreases by 30%
9003 Sotetsu Holdings,Inc. 【J-GAAP】
Earnings ReportSotetsu Holdings,Inc. <9003> [TSE Prime] announced its financial results in the afternoon session on July 31st (14:00). The consolidated ordinary profit for the first quarter of the fiscal year ending March 2026 (April to June) dropped 30.0% from the same period last year to 10.2 billion yen. Progress toward the plan for the six months ending September (first half) of 14.9 billion yen was 68.7%, also surpassing the five-year average of 56.8%.
In the most recent three-month period, from April to June (1Q), the operating profit margin decreased from 17.7% in the same period last year to 14.8%.
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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 - Jun, 2023 | 61,693 | 6,708 | 6,845 | 5,098 | 52.0 | 54.4 | Jul 27, 2023 | J-GAAP |
| Apr - Jun, 2024 | 80,998 | 14,362 | 14,632 | 10,529 | 107.5 | 70.4 | Aug 1, 2024 | J-GAAP |
| Apr - Jun, 2025 | 75,082 | 11,105 | 10,240 | 7,355 | 76.3 | 68.7 | Jul 31, 2025 | J-GAAP |
| YoY | -7.3% | -22.7% | -30.0% | -30.1% | -29.0% |
Current Period Guidance
H1 Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Apr - Sep, 2024 | 148,466 | 21,862 | 20,782 | 15,253 | 155.7 | 30 | Oct 31, 2024 | J-GAAP |
| Apr - Sep, 2025 Guidance | 149,800 | 16,400 | 14,900 | 10,300 | 107.3 | 30 | Apr 25, 2025 | J-GAAP |
| YoY | +0.9% | -25.0% | -28.3% | -32.5% | -31.1% |
Current Period Guidance
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Mar, 2024 | 270,039 | 28,965 | 26,995 | 16,080 | 164.1 | 50 | Apr 26, 2024 | J-GAAP |
| Mar, 2025 | 292,178 | 37,820 | 34,812 | 22,407 | 228.8 | 65 | Apr 25, 2025 | J-GAAP |
| Mar, 2026 Guidance | 316,300 | 35,100 | 32,500 | 21,300 | 222.0 | 65 | Apr 25, 2025 | J-GAAP |
| YoY | +8.3% | -7.2% | -6.6% | -4.9% | -3.0% |
Quarterly Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Operating Profit Margin | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Apr - Jun, 2024 | 80,998 | 14,362 | 14,632 | 10,529 | 107.5 | 17.7 | Aug 1, 2024 | J-GAAP |
| Jul - Sep, 2024 | 67,468 | 7,500 | 6,150 | 4,724 | 48.2 | 11.1 | Oct 31, 2024 | J-GAAP |
| Oct - Dec, 2024 | 74,122 | 11,189 | 11,357 | 7,804 | 79.7 | 15.1 | Feb 6, 2025 | J-GAAP |
| Jan - Mar, 2025 | 69,590 | 4,769 | 2,673 | -650 | -6.6 | 6.9 | Apr 25, 2025 | J-GAAP |
| Apr - Jun, 2025 | 75,082 | 11,105 | 10,240 | 7,355 | 76.3 | 14.8 | Jul 31, 2025 | J-GAAP |
| YoY | -7.3% | -22.7% | -30.0% | -30.1% | -29.0% |
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