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OHMORI, 20% Decrease in Ordinary Profit for The Current Fiscal Year, Increased Previous Year's Dividend by 1.5 Yen, Plan to Continue the 11.5 Yen Policy This Fiscal Year as Well
1844 OHMORI CO.,LTD. 【J-GAAP】
Earnings ReportOHMORI CO.,LTD. <1844> [TSE Std] announced its financial results after the market closed on September 12th (16:00). The consolidated ordinary profit for the fiscal year ended July 2025 increased by 27.6% from the previous period to 759 million yen. However, for the fiscal year ending July 2026, the consolidated ordinary profit is expected to decrease by 20.0% from the previous period to 607 million yen.
At the same time, the company increased the annual dividend for the previous term from 10 yen to 11.5 yen (compared to 10 yen in the prior term), and has decided to continue with a dividend of 11.5 yen for the current term as well.
In the most recent three-month period, from May to July (4Q), the consolidated ordinary profit dropped to 63 million yen, a 32.3% decrease compared to the same period last year. The operating profit margin worsened from 6.1% in the same period last year to 4.3%.
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Actual Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Jul, 2023 | 6,054 | 451 | 433 | 293 | 19.0 | 8 | Sep 14, 2023 | J-GAAP |
| Jul, 2024 | 5,981 | 621 | 595 | 414 | 22.7 | 10 | Sep 13, 2024 | J-GAAP |
| Jul, 2025 | 6,443 | 785 | 759 | 518 | 27.8 | 11.50 | Sep 12, 2025 | J-GAAP |
| YoY | +7.7% | +26.4% | +27.6% | +25.1% | +22.4% |
Full Year Results vs. Previous Guidance
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Jul, 2025 Guidance | 6,405 | 759 | 727 | 516 | 27.7 | 10 | May 16, 2025 | J-GAAP |
| Jul, 2025 Results | 6,443 | 785 | 759 | 518 | 27.8 | 11.50 | Sep 12, 2025 | J-GAAP |
| Revision Rate | +0.6% | +3.4% | +4.4% | +0.4% | +0.5% |
Current Period Guidance
H1 Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Aug - Jan, 2024 | 3,175 | 505 | 492 | 332 | 17.8 | 0 | Mar 12, 2025 | J-GAAP |
| Aug - Jan, 2025 Guidance | 3,132 | 244 | 210 | 141 | 7.6 | 0 | Sep 12, 2025 | J-GAAP |
| YoY | -1.4% | -51.7% | -57.3% | -57.5% | -57.6% |
Current Period Guidance
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Jul, 2024 | 5,981 | 621 | 595 | 414 | 22.7 | 10 | Sep 13, 2024 | J-GAAP |
| Jul, 2025 | 6,443 | 785 | 759 | 518 | 27.8 | 11.50 | Sep 12, 2025 | J-GAAP |
| Jul, 2026 Guidance | 7,190 | 657 | 607 | 431 | 23.1 | 11.50 | Sep 12, 2025 | J-GAAP |
| YoY | +11.6% | -16.3% | -20.0% | -16.8% | -16.9% |
Quarterly Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Operating Profit Margin | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| May - Jul, 2024 | 1,628 | 99 | 93 | 46 | 2.5 | 6.1 | Sep 13, 2024 | J-GAAP |
| Aug - Oct, 2024 | 1,618 | 193 | 187 | 122 | 6.6 | 11.9 | Dec 10, 2024 | J-GAAP |
| Nov - Jan, 2024 | 1,557 | 312 | 305 | 210 | 11.3 | 20.0 | Mar 12, 2025 | J-GAAP |
| Feb - Apr, 2025 | 1,648 | 210 | 204 | 126 | 6.8 | 12.7 | Jun 9, 2025 | J-GAAP |
| May - Jul, 2025 | 1,620 | 70 | 63 | 60 | 3.2 | 4.3 | Sep 12, 2025 | J-GAAP |
| YoY | -0.5% | -29.3% | -32.3% | +30.4% | +27.8% |
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