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Saison Technology, First Half Ordinary Profit Unexpectedly Revised Upward by 7%
9640 Saison Technology Co.,Ltd. 【J-GAAP】
Earnings ReportSaison Technology Co.,Ltd. <9640> [TSE Std] announced its financial results after the market closed on October 30th (15:30). The consolidated ordinary profit for the cumulative second quarter of the fiscal year ending March 2026 (April to September) increased 6.6% from the same period last year, reaching 0.97 billion yen, resulting in an increase in profits compared to the previous forecast of a 14.4% decrease.
Progress toward the full-year plan of 2.26 billion yen was 43.0%, almost the same as the five-year average of 40.5%.
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 3.2% from the same period last year, reaching 1.28 billion yen.
In the most recent three-month period, from July to September (2Q), the consolidated ordinary profit decreased to 0.48 billion yen, a 6.2% decrease compared to the same period last year. However, the operating profit margin remained almost flat, changing from 8.9% in the same period last year to 8.9%.
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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 - Sep, 2023 | 11,998 | 98 | 121 | -14 | -0.9 | 11.3 | Oct 31, 2023 | J-GAAP |
| Apr - Sep, 2024 | 11,591 | 907 | 911 | 597 | 36.9 | 42.2 | Oct 30, 2024 | J-GAAP |
| Apr - Sep, 2025 | 10,962 | 953 | 971 | 632 | 39.1 | 43.0 | Oct 30, 2025 | J-GAAP |
| YoY | -5.4% | +5.1% | +6.6% | +5.9% | +5.8% |
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 | 11,200 | 800 | 780 | 530 | 32.7 | 45 | May 13, 2025 | J-GAAP |
| Apr - Sep, 2025 Results | 10,962 | 953 | 971 | 632 | 39.1 | 45 | Oct 30, 2025 | J-GAAP |
| Revision Rate | -2.1% | +19.1% | +24.5% | +19.2% | +19.3% |
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 | 12,792 | 1,234 | 1,249 | 909 | 56.1 | 45 | May 13, 2025 | J-GAAP |
| Oct - Mar, 2025 Guidance | 12,438 | 1,347 | 1,289 | 968 | 59.8 | 45 | Oct 30, 2025 | J-GAAP |
| YoY | -2.8% | +9.2% | +3.2% | +6.5% | +6.5% |
Current Period Guidance
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Mar, 2024 | 23,864 | 1,024 | 1,072 | 603 | 37.2 | 90 | May 10, 2024 | J-GAAP |
| Mar, 2025 | 24,383 | 2,141 | 2,160 | 1,506 | 93.0 | 90 | May 13, 2025 | J-GAAP |
| Mar, 2026 Guidance | 23,400 | 2,300 | 2,260 | 1,600 | 98.8 | 90 | May 13, 2025 | J-GAAP |
| YoY | -4.0% | +7.4% | +4.6% | +6.2% | +6.2% |
Quarterly Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Operating Profit Margin | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Jul - Sep, 2024 | 6,022 | 533 | 520 | 349 | 21.6 | 8.9 | Oct 30, 2024 | J-GAAP |
| Oct - Dec, 2024 | 6,897 | 650 | 657 | 431 | 26.6 | 9.4 | Jan 30, 2025 | J-GAAP |
| Jan - Mar, 2025 | 5,895 | 584 | 592 | 478 | 29.5 | 9.9 | May 13, 2025 | J-GAAP |
| Apr - Jun, 2025 | 5,485 | 463 | 483 | 318 | 19.6 | 8.4 | Jul 30, 2025 | J-GAAP |
| Jul - Sep, 2025 | 5,477 | 490 | 488 | 314 | 19.4 | 8.9 | Oct 30, 2025 | J-GAAP |
| YoY | -9.1% | -8.1% | -6.2% | -10.0% | -10.1% |
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