kabutan

YUKES, First Half Ordinary Profit Decreases by 13%

Wed Sep 10, 2025 3:45 pm JST Earnings

4334 YUKE'S Co.,Ltd. 【J-GAAP】

Earnings Report

YUKE'S Co.,Ltd. <4334> [TSE Std] announced its financial results after the market closed on September 10th (15:45). The consolidated ordinary profit for the cumulative second quarter of the fiscal year ending January 2026 (February to July) decreased 12.5% from the same period last year to 49 million yen. Progress toward the full-year plan of 338 million yen was 14.5%, also falling below the five-year average of 58.8%.

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 August to January period (second half) is expected to surge 2.7 times that of the same period last year, reaching 289 million yen.

In the most recent three-month period, from May to July (2Q), the consolidated ordinary profit/loss turned to a profit of 8 million yen (compared to a loss of 5 million yen in the same period last year). The operating profit/loss margin improved from -0.1% in the same period last year to 1.4%.

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
Feb - Jul, 2023 2,032 164 238 177 21.2 84.4 Sep 8, 2023 J-GAAP
Feb - Jul, 2024 1,621 35 56 21 2.5 34.4 Sep 10, 2024 J-GAAP
Feb - Jul, 2025 1,800 51 49 34 4.1 14.5 Sep 10, 2025 J-GAAP
YoY +11.0% +45.7% -12.5% +61.9% +62.5%

First Half Results vs. Previous Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Feb - Jul, 2025 Guidance ー ー ー ー － 0 Mar 12, 2025 J-GAAP
Feb - Jul, 2025 Results 1,800 51 49 34 4.1 0 Sep 10, 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
Aug - Jan, 2024 1,634 52 107 177 21.1 10 Mar 12, 2025 J-GAAP
Aug - Jan, 2025 Guidance 2,000 299 289 298 35.4 13 Sep 10, 2025 J-GAAP
YoY +22.4% +475.0% +170.1% +68.4% +67.9%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Jan, 2024 4,087 179 282 -1,349 -160.7 10 Mar 8, 2024 J-GAAP
Jan, 2025 3,255 87 163 198 23.6 10 Mar 12, 2025 J-GAAP
Jan, 2026 Guidance 3,800 350 338 332 39.4 13 Mar 12, 2025 J-GAAP
YoY +16.7% +302.3% +107.4% +67.7% +67.2%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
May - Jul, 2024 788 -1 -5 -19 -2.3 -0.1 Sep 10, 2024 J-GAAP
Aug - Oct, 2024 817 -21 -20 -20 -4.6 -2.6 Dec 10, 2024 J-GAAP
Nov - Jan, 2024 817 73 127 197 23.5 8.9 Mar 12, 2025 J-GAAP
Feb - Apr, 2025 921 39 41 30 3.6 4.2 Jun 10, 2025 J-GAAP
May - Jul, 2025 879 12 8 4 0.5 1.4 Sep 10, 2025 J-GAAP
YoY +11.5% － － － －

Related Articles