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POPER, Ordinary Profit Forecast for the Fiscal Year Revised Upward by 53%, Raises Record High Profit Forecast

Thu Jun 12, 2025 3:30 pm JST Earnings

5134 POPER Co.,Ltd. 【J-GAAP】

Earnings Report

POPER Co.,Ltd. <5134> [TSE Growth] announced its financial results after the market closed on June 12th (15:30). The ordinary profit (non-consolidated) for the cumulative second quarter of the fiscal year ending October 2025 (November 2024 to April 2025) surged 5.3 times that of the same period last year, reaching 117 million yen.

In addition, the full-year forecast for ordinary profit has been revised upward 53.1%, from the previous forecast of 96 million yen to 147 million yen (compared to 70 million yen in the previous period), increasing the growth rate from 37.1% to 2.1 times, further surpassing the previous forecast of record-high profits for three consecutive terms.

Based on the first-half performance announced by the company and the full-year plan, our calculation indicates that the ordinary profit for the May to October period (second half) is expected to drop 37.5% from the same period last year to 30 million yen.

In the most recent three-month period, from February to April (2Q), the ordinary profit surged 5.5 times that of the same period last year, reaching 55 million yen. The operating profit margin drastically improved from 4.6% in the same period last year to 15.9%.

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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
Nov - Apr, 2022 407 22 18 13 3.5 54.5 Jun 14, 2023 J-GAAP
Nov - Apr, 2023 470 23 22 12 3.3 31.4 Jun 13, 2024 J-GAAP
Nov - Apr, 2024 691 118 117 136 34.6 79.6 Jun 12, 2025 J-GAAP
YoY +47.0% +413.0% +431.8% +1,033.3% +962.0%

First Half Results vs. Previous Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Nov - Apr, 2024 Guidance ー ー ー ー － 0 Dec 12, 2024 J-GAAP
Nov - Apr, 2024 Results 691 118 117 136 34.6 0 Jun 12, 2025 J-GAAP
Revision Rate － － － － －

Guidance Update

Full Year Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Oct, 2025 Prev 1,320 100 96 83 21.1 0 Dec 12, 2024 J-GAAP
Oct, 2025 New 1,350 150 147 118 29.9 0 Jun 12, 2025 J-GAAP
Revision Rate +2.3% +50.0% +53.1% +42.2% +42.2%

Current Period Guidance

Second Half Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
May - Oct, 2024 601 50 48 71 18.3 0 Dec 12, 2024 J-GAAP
May - Oct, 2025 Guidance 659 32 30 -18 -4.6 0 Jun 12, 2025 J-GAAP
YoY +9.7% -36.0% -37.5% － －

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Oct, 2023 829 37 33 26 6.9 0 Dec 14, 2023 J-GAAP
Oct, 2024 1,071 73 70 83 21.3 0 Dec 12, 2024 J-GAAP
Oct, 2025 Guidance 1,350 150 147 118 29.9 0 Jun 12, 2025 J-GAAP
YoY +26.1% +105.5% +110.0% +42.2% +40.3%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Feb - Apr, 2024 239 11 10 5 1.4 4.6 Jun 13, 2024 J-GAAP
May - Jul, 2024 285 6 5 2 0.5 2.1 Sep 12, 2024 J-GAAP
Aug - Oct, 2024 316 44 43 69 17.7 13.9 Dec 12, 2024 J-GAAP
Nov - Jan, 2024 344 63 62 51 13.1 18.3 Mar 13, 2025 J-GAAP
Feb - Apr, 2025 347 55 55 85 21.6 15.9 Jun 12, 2025 J-GAAP
YoY +45.2% +400.0% +450.0% +1,600.0% +1,491.2%

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