PALEMO HOLDINGS, First Half Ordinary Profit Decreases by 30%
2778 PALEMO HOLDINGS CO.,LTD. 【J-GAAP】
Earnings ReportPALEMO 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%.
Kabutan News
Actual Performance and Financial Trends
| Fiscal Year | Revenue | Operating Profit |
Ordinary Profit |
Net Profit |
Adj. EPS |
Progress Rate vs. First Half |
Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
|
|
8,412M | 454M | 437M | 508M | 42.3 | 130.1 | Sep 29, 2023 | J-GAAP |
|
|
7,834M | 262M | 249M | 105M | 8.8 | 153.7 | Sep 27, 2024 | J-GAAP |
|
|
7,174M | 181M | 175M | 113M | 9.4 | 79.5 | Sep 26, 2025 | J-GAAP |
| YoY | -8.4% | -30.9% | -29.7% | +7.6% | +7.4% |
| Fiscal Year | Revenue | Operating Profit |
Ordinary Profit |
Net Profit |
Adj. EPS |
Adj. Dividend |
Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Mar - Aug, 2025 Guidance | 7,174M | 181M | 175M | 113M | 9.4 | 0 | Sep 16, 2025 | J-GAAP |
| Mar - Aug, 2025 Results | 7,174M | 181M | 175M | 113M | 9.4 | 0 | Sep 26, 2025 | J-GAAP |
| Revision Rate | 0.0% | 0.0% | 0.0% | 0.0% | +0.3% |
Current Period Guidance
| Fiscal Year | Revenue | Operating Profit |
Ordinary Profit |
Net Profit |
Adj. EPS |
Adj. Dividend |
Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
|
|
7,206M | -48M | -87M | -152M | -12.8 | 0 | Mar 28, 2025 | J-GAAP |
|
Guidance
Sep - Feb, 2025
|
6,986M | 49M | 45M | 17M | 1.4 | 0 | Sep 16, 2025 | J-GAAP |
| YoY | -3.1% | － | － | － | － |
| Fiscal Year | Revenue | Operating Profit |
Ordinary Profit |
Net Profit |
Adj. EPS |
Adj. Dividend |
Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
|
|
15,941M | 362M | 336M | 411M | 34.2 | 0 | Mar 29, 2024 | J-GAAP |
|
|
15,040M | 214M | 162M | -47M | -4.0 | 0 | Mar 28, 2025 | J-GAAP |
|
Guidance
Feb, 2026
|
14,160M | 230M | 220M | 130M | 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 |
|---|---|---|---|---|---|---|---|---|
|
|
4,031M | 184M | 178M | 33M | 2.8 | 4.6 | Sep 27, 2024 | J-GAAP |
|
|
3,402M | -66M | -105M | -68M | -5.7 | -1.9 | Dec 27, 2024 | J-GAAP |
|
|
3,804M | 18M | 18M | -84M | -7.1 | 0.5 | Mar 28, 2025 | J-GAAP |
|
|
3,385M | -14M | -17M | -24M | -2.1 | -0.4 | Jun 27, 2025 | J-GAAP |
|
|
3,789M | 195M | 192M | 137M | 11.4 | 5.1 | Sep 26, 2025 | J-GAAP |
| YoY | -6.0% | +6.0% | +7.9% | +315.2% | +314.9% |
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