OKAYA, Jun-Aug (2Q) Ordinary Profit Increases by 45%, Current Fiscal Year Dividend Revised Upward by 5 Yen
7485 OKAYA & CO.,LTD. 【J-GAAP】
Earnings ReportOKAYA & CO.,LTD. <7485> [NSE Prem] announced its financial results at noon (11:30) on September 30th. The consolidated ordinary profit for the cumulative second quarter of the fiscal year ending February 2026 (March to August) increased 28.4% from the same period last year, reaching 24.4 billion yen. Progress toward the full-year plan of 38.0 billion yen was 64.3%, also surpassing the five-year average of 46.6%.
Based on the first-half performance announced by the company and the unchanged full-year plan, our calculation indicates that the consolidated ordinary profit for the September to February period (second half) is expected to drop 40.7% from the same period last year to 13.5 billion yen.
At the same time, the company has increased its planned annual dividend for the current fiscal year from the original plan of 150 yen to 155 yen.
In the most recent three-month period, from June to August (2Q), the consolidated ordinary profit increased 45.0% from the same period last year, reaching 13.2 billion yen. The operating profit margin improved from 3.3% in the same period last year to 3.9%.
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 |
|---|---|---|---|---|---|---|---|---|
|
|
544,508M | 16,034M | 17,797M | 11,782M | 306.2 | 49.6 | Sep 28, 2023 | J-GAAP |
|
|
539,805M | 17,245M | 19,033M | 12,397M | 322.2 | 45.4 | Sep 30, 2024 | J-GAAP |
|
|
570,648M | 21,311M | 24,433M | 16,264M | 422.6 | 64.3 | Sep 30, 2025 | J-GAAP |
| YoY | +5.7% | +23.6% | +28.4% | +31.2% | +31.2% |
| Fiscal Year | Revenue | Operating Profit |
Ordinary Profit |
Net Profit |
Adj. EPS |
Adj. Dividend |
Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Mar - Aug, 2025 Guidance | ー | ー | ー | ー | － | 37.50 | Mar 31, 2025 | J-GAAP |
| Mar - Aug, 2025 Results | 570,648M | 21,311M | 24,433M | 16,264M | 422.6 | 37.50 | Sep 30, 2025 | J-GAAP |
| Revision Rate | － | － | － | － | － |
Guidance Update
| Fiscal Year | Revenue | Operating Profit |
Ordinary Profit |
Net Profit |
Adj. EPS |
Adj. Dividend |
Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Feb, 2026 Prev | 1,100,000M | 34,000M | 38,000M | 25,000M | 649.6 | 75 | Mar 31, 2025 | J-GAAP |
| Feb, 2026 New | 1,100,000M | 34,000M | 38,000M | 25,000M | 649.6 | 77.50 | Sep 30, 2025 | J-GAAP |
| Revision Rate | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% |
Current Period Guidance
| Fiscal Year | Revenue | Operating Profit |
Ordinary Profit |
Net Profit |
Adj. EPS |
Adj. Dividend |
Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
|
|
581,959M | 20,124M | 22,888M | 14,673M | 381.3 | 37.50 | Mar 31, 2025 | J-GAAP |
|
Guidance
Sep - Feb, 2025
|
529,352M | 12,689M | 13,567M | 8,736M | 227.0 | 40 | Sep 30, 2025 | J-GAAP |
| YoY | -9.0% | -36.9% | -40.7% | -40.5% | -40.5% |
| Fiscal Year | Revenue | Operating Profit |
Ordinary Profit |
Net Profit |
Adj. EPS |
Adj. Dividend |
Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
|
|
1,111,934M | 32,412M | 35,850M | 23,659M | 614.8 | 65 | Mar 28, 2024 | J-GAAP |
|
|
1,121,764M | 37,369M | 41,921M | 27,070M | 703.4 | 71.25 | Mar 31, 2025 | J-GAAP |
|
Guidance
Feb, 2026
|
1,100,000M | 34,000M | 38,000M | 25,000M | 649.6 | 77.50 | Sep 30, 2025 | J-GAAP |
| YoY | -1.9% | -9.0% | -9.4% | -7.6% | -7.6% |
Quarterly Results
| Fiscal Year | Revenue | Operating Profit |
Ordinary Profit |
Net Profit |
Adj. EPS |
Operating Profit Margin |
Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
|
|
255,878M | 8,434M | 9,151M | 5,649M | 146.8 | 3.3 | Sep 30, 2024 | J-GAAP |
|
|
288,161M | 8,648M | 10,000M | 6,966M | 181.0 | 3.0 | Dec 26, 2024 | J-GAAP |
|
|
293,798M | 11,476M | 12,888M | 7,707M | 200.3 | 3.9 | Mar 31, 2025 | J-GAAP |
|
|
276,777M | 9,926M | 11,168M | 7,354M | 191.1 | 3.6 | Jun 30, 2025 | J-GAAP |
|
|
293,871M | 11,385M | 13,265M | 8,910M | 231.5 | 3.9 | Sep 30, 2025 | J-GAAP |
| YoY | +14.8% | +35.0% | +45.0% | +57.7% | +57.7% |
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