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note, First Half Ordinary Profit Increases by 2.3 times, Mar-May Ordinary Profit Increases by 53%

Tue Jul 8, 2025 3:30 pm JST Earnings

5243 note inc. 【J-GAAP】

Earnings Report

note inc. <5243> [TSE Growth] announced its financial results after the market closed on July 8th (15:30). The consolidated ordinary profit for the cumulative second quarter of the fiscal year ending November 2025 (December 2024 to May 2025) surged 2.3 times that of the same period last year, reaching 35 million yen. Progress toward the full-year plan of 80 million yen was 43.8%, exceeding the same period of the previous year of 20.0%.

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 June to November period (second half) is expected to decrease 25.0% from the same period last year to 45 million yen.

In the most recent three-month period, from March to May (2Q), the consolidated ordinary profit increased 52.6% from the same period last year, reaching 29 million yen. However, the operating profit margin worsened from 2.3% in the same period last year to 1.8%.

Kabutan News

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
Dec - May, 2022 1,347 -309 -343 -344 -23.0 ー Jul 14, 2023 J-GAAP
Dec - May, 2023 1,616 12 15 14 0.9 20.0 Jul 10, 2024 J-GAAP
Dec - May, 2024 1,970 23 35 70 4.4 43.8 Jul 8, 2025 J-GAAP
YoY +21.9% +91.7% +133.3% +400.0% +377.2%

First Half Results vs. Previous Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Dec - May, 2024 Guidance ー ー ー ー － 0 Jan 14, 2025 J-GAAP
Dec - May, 2024 Results 1,970 23 35 70 4.4 0 Jul 8, 2025 J-GAAP
Revision Rate － － － － －

Current Period Guidance

Second Half Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Jun - Nov, 2024 1,696 40 60 84 5.5 0 Jan 14, 2025 J-GAAP
Jun - Nov, 2025 Guidance 2,040 37 45 40 2.4 0 Jul 8, 2025 J-GAAP
YoY +20.3% -7.5% -25.0% -52.4% -56.7%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Nov, 2023 2,777 -380 -413 -414 -27.5 0 Jan 11, 2024 J-GAAP
Nov, 2024 3,312 52 75 98 6.4 0 Jan 14, 2025 J-GAAP
Nov, 2025 Guidance 4,010 60 80 110 6.6 0 Jan 14, 2025 J-GAAP
YoY +21.1% +15.4% +6.7% +12.2% +2.2%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Mar - May, 2024 812 19 19 18 1.2 2.3 Jul 10, 2024 J-GAAP
Jun - Aug, 2024 845 22 35 33 2.2 2.6 Oct 9, 2024 J-GAAP
Sep - Nov, 2024 851 18 25 51 3.4 2.1 Jan 14, 2025 J-GAAP
Dec - Feb, 2024 957 5 6 4 0.3 0.5 Apr 8, 2025 J-GAAP
Mar - May, 2025 1,013 18 29 66 4.1 1.8 Jul 8, 2025 J-GAAP
YoY +24.8% -5.3% +52.6% +266.7% +250.8%

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