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HALOWS, First Half Ordinary Profit Increases by 3%, Jun-Aug Ordinary Profit Increases by 1%

Fri Sep 26, 2025 3:30 pm JST Earnings

2742 HALOWS CO.,LTD. 【J-GAAP】

Earnings Report

HALOWS CO.,LTD. <2742> [TSE Prime] announced its financial results after the market closed on September 26th (15:30). The ordinary profit (non-consolidated) for the cumulative second quarter of the fiscal year ending February 2026 (March to August) was 5.90 billion yen, a 2.5% increase compared to the same period last year. However, Progress toward the full-year plan of 12.3 billion yen was 47.8%, almost the same as the five-year average of 47.5%.

Based on the first-half performance announced by the company and the unchanged full-year plan, our calculation indicates that the ordinary profit for the September to February period (second half) is expected to decrease 1.3% from the same period last year to 6.45 billion yen.

In the most recent three-month period, from June to August (2Q), the ordinary profit amounted to 2.84 billion yen, an increase of 1.4% compared to the same period last year. However, the operating profit margin worsened from 5.2% in the same period last year to 4.9%.

Kabutan News

Actual Performance and Financial Trends

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
95,488M 5,043M 5,039M 3,437M 160.9 46.2 Sep 28, 2023 J-GAAP
Mar - Aug, 2024
103,292M 5,749M 5,759M 3,997M 187.1 46.8 Sep 27, 2024 J-GAAP
Mar - Aug, 2025
111,549M 5,858M 5,905M 4,085M 191.2 47.8 Sep 26, 2025 J-GAAP
YoY +8.0% +1.9% +2.5% +2.2% +2.2%
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 109,533M 5,890M 5,920M 4,110M 192.8 34 Apr 14, 2025 J-GAAP
Mar - Aug, 2025 Results 111,549M 5,858M 5,905M 4,085M 191.2 34 Sep 26, 2025 J-GAAP
Revision Rate +1.8% -0.5% -0.3% -0.6% -0.8%

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
107,460M 6,521M 6,542M 4,916M 230.0 34 Apr 14, 2025 J-GAAP
Guidance
Sep - Feb, 2025
112,669M 6,462M 6,455M 4,505M 211.1 34 Sep 26, 2025 J-GAAP
YoY +4.8% -0.9% -1.3% -8.4% -8.2%
Current Period Guidance
Fiscal Year Revenue Operating
Profit
Ordinary
Profit
Net
Profit
Adj.
EPS
Adj.
Dividend
Announce Accounting
Standards
Feb, 2024
195,444M 10,870M 10,896M 8,589M 402.1 46 Apr 11, 2024 J-GAAP
Feb, 2025
210,752M 12,270M 12,301M 8,913M 417.0 60 Apr 14, 2025 J-GAAP
Guidance
Feb, 2026
224,218M 12,320M 12,360M 8,590M 402.5 68 Apr 14, 2025 J-GAAP
YoY +6.4% +0.4% +0.5% -3.6% -3.5%

Quarterly Results

Fiscal Year Revenue Operating
Profit
Ordinary
Profit
Net
Profit
Adj.
EPS
Operating
Profit Margin
Announce Accounting
Standards
Jun - Aug, 2024
53,556M 2,799M 2,807M 1,946M 91.1 5.2 Sep 27, 2024 J-GAAP
Sep - Nov, 2024
52,457M 2,911M 2,932M 1,948M 91.1 5.5 Dec 27, 2024 J-GAAP
Dec - Feb, 2024
55,003M 3,610M 3,610M 2,968M 138.8 6.6 Apr 14, 2025 J-GAAP
Mar - May, 2025
53,996M 3,047M 3,059M 2,131M 99.7 5.6 Jun 26, 2025 J-GAAP
Jun - Aug, 2025
57,553M 2,811M 2,846M 1,954M 91.5 4.9 Sep 26, 2025 J-GAAP
YoY +7.5% +0.4% +1.4% +0.4% +0.4%