kabutan

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 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 95,488 5,043 5,039 3,437 160.9 46.2 Sep 28, 2023 J-GAAP
Mar - Aug, 2024 103,292 5,749 5,759 3,997 187.1 46.8 Sep 27, 2024 J-GAAP
Mar - Aug, 2025 111,549 5,858 5,905 4,085 191.2 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 109,533 5,890 5,920 4,110 192.8 34 Apr 14, 2025 J-GAAP
Mar - Aug, 2025 Results 111,549 5,858 5,905 4,085 191.2 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 107,460 6,521 6,542 4,916 230.0 34 Apr 14, 2025 J-GAAP
Sep - Feb, 2025 Guidance 112,669 6,462 6,455 4,505 211.1 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 195,444 10,870 10,896 8,589 402.1 46 Apr 11, 2024 J-GAAP
Feb, 2025 210,752 12,270 12,301 8,913 417.0 60 Apr 14, 2025 J-GAAP
Feb, 2026 Guidance 224,218 12,320 12,360 8,590 402.6 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 53,556 2,799 2,807 1,946 91.1 5.2 Sep 27, 2024 J-GAAP
Sep - Nov, 2024 52,457 2,911 2,932 1,948 91.1 5.5 Dec 27, 2024 J-GAAP
Dec - Feb, 2024 55,003 3,610 3,610 2,968 138.8 6.6 Apr 14, 2025 J-GAAP
Mar - May, 2025 53,996 3,047 3,059 2,131 99.7 5.6 Jun 26, 2025 J-GAAP
Jun - Aug, 2025 57,553 2,811 2,846 1,954 91.5 4.9 Sep 26, 2025 J-GAAP
YoY +7.5% +0.4% +1.4% +0.4% +0.4%

Related Articles