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itamiarts, Net Income Forecast for the Fiscal Year Revised Upward by 3.4 times

Fri Sep 12, 2025 3:30 pm JST Earnings

168A itamiarts inc. 【J-GAAP】

Earnings Report

itamiarts inc. <168A> [TSE Growth] announced its financial results after the market closed on September 12th (15:30). The consolidated net income for the cumulative second quarter of the fiscal year ending January 2026 (February to July) surged 6.4 times that of the previous period non-consolidated to 328 million yen, exceeded the previous forecast of 75 million yen.

In addition, the full-year forecast for consolidated net income has been revised upward 3.4 times, from the previous non-consolidated estimate of 108 million yen to 364 million yen.

Based on the first-half performance announced by the company and the full-year plan, our calculation indicates that the consolidated net income for the August to January period (second half) is expected to significant drop 68.4% from the previous period non-consolidated to 36 million yen.

In the most recent three-month period, from May to July (2Q), the consolidated net income surged 6.8 times that of the same period last year, reaching 294 million yen. However, the operating profit margin worsened from 6.4% in the same period last year to 5.7%.

Note: Since the current fiscal year, the company has transitioned to consolidated financial statements.

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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
Feb - Jul, 2024 1,807 92 74 51 39.0 30.3 Sep 13, 2024 J-GAAP
Feb - Jul, 2025 2,089 106 110 328 223.5 68.3 Sep 12, 2025 J-GAAP
YoY +15.6% +15.2% +48.6% +543.1% +473.4%

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 2,064 108 108 75 51.0 0 Mar 14, 2025 J-GAAP
Feb - Jul, 2025 Results 2,089 106 110 328 223.5 0 Sep 12, 2025 J-GAAP
Revision Rate +1.2% -1.9% +1.9% +337.3% +338.1%

Guidance Update

Full Year Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Jan, 2026 Prev 4,027 158 156 108 73.5 20 Mar 14, 2025 J-GAAP
Jan, 2026 New 4,753 159 161 364 247.6 20 Sep 12, 2025 J-GAAP
Revision Rate +18.0% +0.6% +3.2% +237.0% +237.0%

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 1,798 179 170 114 81.9 20 Mar 14, 2025 J-GAAP
Aug - Jan, 2025 Guidance 2,664 53 51 36 24.5 20 Sep 12, 2025 J-GAAP
YoY +48.2% -70.4% -70.0% -68.4% -70.1%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Jan, 2024 3,112 192 221 153 145.9 0 Apr 8, 2024 J-GAAP
Jan, 2025 3,605 271 244 165 118.5 20 Mar 14, 2025 J-GAAP
Jan, 2026 Guidance 4,753 159 161 364 247.6 20 Sep 12, 2025 J-GAAP
YoY +31.8% -41.3% -34.0% +120.6% +109.0%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
May - Jul, 2024 988 63 62 43 32.9 6.4 Sep 13, 2024 J-GAAP
Aug - Oct, 2024 992 140 134 90 66.0 14.1 Dec 13, 2024 J-GAAP
Nov - Jan, 2024 806 39 36 24 17.2 4.8 Mar 14, 2025 J-GAAP
Feb - Apr, 2025 955 41 42 34 23.4 4.3 Jun 13, 2025 J-GAAP
May - Jul, 2025 1,134 65 68 294 200.4 5.7 Sep 12, 2025 J-GAAP
YoY +14.8% +3.2% +9.7% +583.7% +509.5%

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