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YELLOW HAT, Apr-Jun (1Q) Ordinary Profit Increases by 12%
9882 YELLOW HAT LTD. 【J-GAAP】
Earnings ReportYELLOW HAT LTD. <9882> [TSE Prime] announced its financial results after the market closed on July 31st (15:30). The consolidated ordinary profit for the first quarter of the fiscal year ending March 2026 (April to June) increased 11.8% from the same period last year, reaching 3.87 billion yen. Progress toward the plan for the six months ending September (first half) of 6.10 billion yen was 63.4%, also surpassing the five-year average of 55.4%.
In the most recent three-month period, from April to June (1Q), the operating profit margin remained almost flat, changing from 9.0% in the same period last year to 8.7%.
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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 | 34,303 | 3,268 | 3,568 | 2,413 | 26.1 | 59.3 | Jul 31, 2023 | J-GAAP |
| Apr - Jun, 2024 | 34,672 | 3,117 | 3,463 | 2,256 | 24.4 | 58.5 | Jul 31, 2024 | J-GAAP |
| Apr - Jun, 2025 | 40,288 | 3,504 | 3,870 | 2,677 | 30.3 | 63.4 | Jul 31, 2025 | J-GAAP |
| YoY | +16.2% | +12.4% | +11.8% | +18.7% | +24.3% |
Current Period Guidance
H1 Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Apr - Sep, 2024 | 69,291 | 5,353 | 5,920 | 3,969 | 42.9 | 17.50 | Oct 31, 2024 | J-GAAP |
| Apr - Sep, 2025 Guidance | 77,000 | 5,500 | 6,100 | 4,000 | 45.9 | 29 | May 9, 2025 | J-GAAP |
| YoY | +11.1% | +2.7% | +3.0% | +0.8% | +6.9% |
Current Period Guidance
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Mar, 2024 | 146,641 | 14,475 | 15,964 | 10,259 | 111.0 | 33 | May 10, 2024 | J-GAAP |
| Mar, 2025 | 154,066 | 15,450 | 16,838 | 11,260 | 123.6 | 50 | May 9, 2025 | J-GAAP |
| Mar, 2026 Guidance | 170,000 | 15,900 | 17,200 | 11,400 | 132.3 | 58 | May 9, 2025 | J-GAAP |
| YoY | +10.3% | +2.9% | +2.1% | +1.2% | +7.1% |
Quarterly Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Operating Profit Margin | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Apr - Jun, 2024 | 34,672 | 3,117 | 3,463 | 2,256 | 24.4 | 9.0 | Jul 31, 2024 | J-GAAP |
| Jul - Sep, 2024 | 34,619 | 2,236 | 2,457 | 1,713 | 18.5 | 6.5 | Oct 31, 2024 | J-GAAP |
| Oct - Dec, 2024 | 49,858 | 7,766 | 8,282 | 5,758 | 62.7 | 15.6 | Jan 31, 2025 | J-GAAP |
| Jan - Mar, 2025 | 34,917 | 2,331 | 2,636 | 1,533 | 16.8 | 6.7 | May 9, 2025 | J-GAAP |
| Apr - Jun, 2025 | 40,288 | 3,504 | 3,870 | 2,677 | 30.3 | 8.7 | Jul 31, 2025 | J-GAAP |
| YoY | +16.2% | +12.4% | +11.8% | +18.7% | +24.3% |
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