ICHIMASA KAMABOKO, First Half Ordinary Profit Increases by 16%

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Thu Feb 13, 2025 3:30 pm JST Earnings

2904 ICHIMASA KAMABOKO CO.,LTD. 【J-GAAP】

Earnings Report

ICHIMASA KAMABOKO CO.,LTD. <2904> [TSE Std] announced its financial results after the market closed on February 13th (15:30). The consolidated ordinary profit for the cumulative second quarter of the fiscal year ending June 2025 (July to December) increased 16.3% from the same period last year, reaching 1.09 billion yen. The progress rate toward the full-year plan of 1.35 billion yen was 80.7%, it was below the five-year average of 90.4%.

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 January to June period (2H) is expected to decrease 16.1% from the same period last year to 0.26 billion yen.

In the most recent three-month period, from October to December (2Q), the consolidated ordinary profit grew 15.5% from the same period last year, reaching 1.16 billion yen. The operating profit margin improved from 8.6% in the same period last year to 9.2%.

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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
Jul - Dec, 2022	18,080	311	366	350	19.1	ー	Feb 10, 2023	J-GAAP
Jul - Dec, 2023	18,854	924	937	701	38.2	75.1	Feb 9, 2024	J-GAAP
Jul - Dec, 2024	19,053	1,023	1,090	953	51.9	80.7	Feb 13, 2025	J-GAAP
YoY	+1.1%	+10.7%	+16.3%	+35.9%	+36.0%

First Half Results vs. Previous Guidance

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Jul - Dec, 2024 Guidance	20,000	1,100	1,150	800	43.5	0	Aug 7, 2024	J-GAAP
Jul - Dec, 2024 Results	19,053	1,023	1,090	953	51.9	0	Feb 13, 2025	J-GAAP
Revision Rate	-4.7%	-7.0%	-5.2%	+19.1%	+19.2%

Current Period Guidance

Second Half Results

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Jan - Jun, 2024	15,633	347	310	256	13.9	12	Aug 7, 2024	J-GAAP
Jan - Jun, 2025 Guidance	17,447	277	260	7	0.4	14	Feb 13, 2025	J-GAAP
YoY	+11.6%	-20.2%	-16.1%	-97.3%	-97.3%

Current Period Guidance

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Jun, 2023	32,814	-193	-146	84	4.6	12	Aug 4, 2023	J-GAAP
Jun, 2024	34,487	1,271	1,247	957	52.1	12	Aug 7, 2024	J-GAAP
Jun, 2025 Guidance	36,500	1,300	1,350	960	52.2	14	Aug 7, 2024	J-GAAP
YoY	+5.8%	+2.3%	+8.3%	+0.3%	+0.1%

Quarterly Results

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Operating Profit Margin	Announce	Accounting Standards
Oct - Dec, 2023	11,525	995	1,011	683	37.2	8.6	Feb 9, 2024	J-GAAP
Jan - Mar, 2024	8,478	546	524	377	20.5	6.4	May 14, 2024	J-GAAP
Apr - Jun, 2024	7,155	-199	-214	-121	-6.6	-2.8	Aug 7, 2024	J-GAAP
Jul - Sep, 2024	7,344	-51	-78	7	0.4	-0.7	Nov 12, 2024	J-GAAP
Oct - Dec, 2024	11,709	1,074	1,168	946	51.5	9.2	Feb 13, 2025	J-GAAP
YoY	+1.6%	+7.9%	+15.5%	+38.5%	+38.5%