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OKUWA, First Half Ordinary Profit Increases by 2.1 times, Jun-Aug Ordinary Profit Increases by 84%

Tue Sep 30, 2025 1:00 pm JST Earnings

8217 OKUWA CO., LTD. 【J-GAAP】

Earnings Report

OKUWA CO., LTD. <8217> [TSE Prime] announced its financial results in the afternoon session on September 30th (13:00). The consolidated ordinary profit for the cumulative second quarter of the fiscal year ending February 2026 (March to August) surged 2.1 times that of the same period last year, reaching 0.67 billion yen. However, Progress toward the full-year plan of 2.10 billion yen was 31.9%, also falling below the five-year average of 37.5%.

Based on the first-half performance announced by the company and the unchanged full-year plan, our calculation indicates that the consolidated ordinary profit for the September to February period (second half) is expected to grow 26.7% from the same period last year, reaching 1.43 billion yen.

In the most recent three-month period, from June to August (2Q), the consolidated ordinary profit increased 84.0% from the same period last year, reaching 0.56 billion yen. The operating profit margin improved from 0.4% in the same period last year to 0.8%.

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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 121,520 706 819 399 9.1 26.4 Oct 3, 2023 J-GAAP
Mar - Aug, 2024 122,558 246 313 87 2.0 21.7 Oct 1, 2024 J-GAAP
Mar - Aug, 2025 124,448 579 670 248 6.0 31.9 Sep 30, 2025 J-GAAP
YoY +1.5% +135.4% +114.1% +185.1% +198.5%

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 124,400 570 670 240 5.9 13 Sep 26, 2025 J-GAAP
Mar - Aug, 2025 Results 124,448 579 670 248 6.0 13 Sep 30, 2025 J-GAAP
Revision Rate +0.0% +1.6% 0.0% +3.3% +2.0%

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 127,592 1,082 1,129 -2,468 -57.9 13 Apr 1, 2025 J-GAAP
Sep - Feb, 2025 Guidance 134,552 1,521 1,430 552 13.6 13 Sep 30, 2025 J-GAAP
YoY +5.5% +40.6% +26.7% － －

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Feb, 2024 247,378 2,888 3,098 1,000 22.8 26 Apr 2, 2024 J-GAAP
Feb, 2025 250,150 1,328 1,442 -2,381 -55.9 26 Apr 1, 2025 J-GAAP
Feb, 2026 Guidance 259,000 2,100 2,100 800 19.7 26 Apr 1, 2025 J-GAAP
YoY +3.5% +58.1% +45.6% － －

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Jun - Aug, 2024 63,861 284 307 143 3.3 0.4 Oct 1, 2024 J-GAAP
Sep - Nov, 2024 61,169 -119 -115 -201 -4.7 -0.2 Dec 27, 2024 J-GAAP
Dec - Feb, 2024 66,423 1,201 1,244 -2,267 -53.2 1.8 Apr 1, 2025 J-GAAP
Mar - May, 2025 60,044 59 105 5 0.1 0.1 Jun 27, 2025 J-GAAP
Jun - Aug, 2025 64,404 520 565 243 5.9 0.8 Sep 30, 2025 J-GAAP
YoY +0.9% +83.1% +84.0% +69.9% +78.2%

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