PALEMO HOLDINGS, First Half Ordinary Profit Decreases by 30%

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Fri Sep 26, 2025 3:30 pm JST Earnings

2778 PALEMO HOLDINGS CO.,LTD. 【J-GAAP】

Earnings Report

PALEMO HOLDINGS CO.,LTD. <2778> [TSE Std] announced its financial results after the market closed on September 26th (15:30). The consolidated ordinary profit for the cumulative second quarter of the fiscal year ending February 2026 (March to August) decreased 29.7% from the same period last year to 175 million yen. Progress toward the full-year plan of 220 million yen was 79.5%, below the five-year average of 122.5%.

Based on the first-half performance announced by the company and the unchanged full-year plan, our calculation indicates that the consolidated ordinary profit/loss for the September to February period (second half) is expected to turn into a profit of 45 million yen (compared to a loss of 87 million yen in the same period last year).

In the most recent three-month period, from June to August (2Q), the consolidated ordinary profit grew 7.9% from the same period last year, reaching 192 million yen. The operating profit margin improved from 4.6% in the same period last year to 5.1%.

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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
Mar - Aug, 2023	8,412	454	437	508	42.3	130.1	Sep 29, 2023	J-GAAP
Mar - Aug, 2024	7,834	262	249	105	8.8	153.7	Sep 27, 2024	J-GAAP
Mar - Aug, 2025	7,174	181	175	113	9.4	79.5	Sep 26, 2025	J-GAAP
YoY	-8.4%	-30.9%	-29.7%	+7.6%	+7.4%

First Half Results vs. Previous Guidance

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Mar - Aug, 2025 Guidance	7,174	181	175	113	9.4	0	Sep 16, 2025	J-GAAP
Mar - Aug, 2025 Results	7,174	181	175	113	9.4	0	Sep 26, 2025	J-GAAP
Revision Rate	0.0%	0.0%	0.0%	0.0%	+0.3%

Current Period Guidance

Second Half Results

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Sep - Feb, 2024	7,206	-48	-87	-152	-12.8	0	Mar 28, 2025	J-GAAP
Sep - Feb, 2025 Guidance	6,986	49	45	17	1.4	0	Sep 16, 2025	J-GAAP
YoY	-3.1%	－	－	－	－

Current Period Guidance

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Feb, 2024	15,941	362	336	411	34.2	0	Mar 29, 2024	J-GAAP
Feb, 2025	15,040	214	162	-47	-4.0	0	Mar 28, 2025	J-GAAP
Feb, 2026 Guidance	14,160	230	220	130	10.8	0	Sep 16, 2025	J-GAAP
YoY	-5.9%	+7.5%	+35.8%	－	－

Quarterly Results

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Operating Profit Margin	Announce	Accounting Standards
Jun - Aug, 2024	4,031	184	178	33	2.8	4.6	Sep 27, 2024	J-GAAP
Sep - Nov, 2024	3,402	-66	-105	-68	-5.7	-1.9	Dec 27, 2024	J-GAAP
Dec - Feb, 2024	3,804	18	18	-84	-7.1	0.5	Mar 28, 2025	J-GAAP
Mar - May, 2025	3,385	-14	-17	-24	-2.1	-0.4	Jun 27, 2025	J-GAAP
Jun - Aug, 2025	3,789	195	192	137	11.4	5.1	Sep 26, 2025	J-GAAP
YoY	-6.0%	+6.0%	+7.9%	+315.2%	+314.9%