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GMO Pepabo, First Half Ordinary Profit Increases by 13%

Thu Aug 7, 2025 3:31 pm JST Earnings

3633 GMO Pepabo, Inc. 【J-GAAP】

Earnings Report

GMO Pepabo, Inc. <3633> [TSE Std] announced its financial results after the market closed on August 7th (15:31). The consolidated ordinary profit for the cumulative second quarter of the fiscal year ending December 2025 (January to June) increased 13.4% from the same period last year, reaching 559 million yen. Progress toward the full-year plan of 860 million yen was 65.0%, also surpassing the five-year average of 50.6%.

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 July to December period (second half) is expected to drop 32.2% from the same period last year to 301 million yen.

In the most recent three-month period, from April to June (2Q), the consolidated ordinary profit decreased to 250 million yen, a 3.1% decrease compared to the same period last year. The operating profit margin remained almost flat, changing from 9.6% in the same period last year to 9.4%.

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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
Jan - Jun, 2023 5,523 -825 -746 -892 -169.1 ー Aug 9, 2023 J-GAAP
Jan - Jun, 2024 5,365 496 493 325 61.6 52.6 Aug 6, 2024 J-GAAP
Jan - Jun, 2025 5,539 597 559 397 75.8 65.0 Aug 7, 2025 J-GAAP
YoY +3.2% +20.4% +13.4% +22.2% +23.0%

First Half Results vs. Previous Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Jan - Jun, 2025 Guidance ー ー ー ー － 0 Feb 5, 2025 J-GAAP
Jan - Jun, 2025 Results 5,539 597 559 397 75.8 0 Aug 7, 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
Jul - Dec, 2024 5,557 333 444 266 50.5 57 Feb 5, 2025 J-GAAP
Jul - Dec, 2025 Guidance 5,645 291 301 139 26.9 67 Aug 7, 2025 J-GAAP
YoY +1.6% -12.6% -32.2% -47.7% -46.6%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Dec, 2023 10,903 -340 -246 -628 -119.2 0 Feb 13, 2024 J-GAAP
Dec, 2024 10,922 829 937 591 112.1 57 Feb 5, 2025 J-GAAP
Dec, 2025 Guidance 11,184 888 860 536 103.9 67 Feb 5, 2025 J-GAAP
YoY +2.4% +7.1% -8.2% -9.3% -7.3%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Apr - Jun, 2024 2,718 262 258 171 32.4 9.6 Aug 6, 2024 J-GAAP
Jul - Sep, 2024 2,740 286 340 226 42.8 10.4 Nov 6, 2024 J-GAAP
Oct - Dec, 2024 2,817 47 104 40 7.6 1.7 Feb 5, 2025 J-GAAP
Jan - Mar, 2025 2,745 335 309 237 45.0 12.2 May 13, 2025 J-GAAP
Apr - Jun, 2025 2,794 262 250 160 30.6 9.4 Aug 7, 2025 J-GAAP
YoY +2.8% 0.0% -3.1% -6.4% -5.8%

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