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YE DIGITAL, First Half Ordinary Profit Decreases by 17%, Jun-Aug Ordinary Profit Decreases by 34%

Tue Sep 30, 2025 4:00 pm JST Earnings

2354 YE DIGITAL Corporation 【J-GAAP】

Earnings Report

YE DIGITAL Corporation <2354> [TSE Std] announced its financial results after the market closed on September 30th (16:00). The consolidated ordinary profit for the cumulative second quarter of the fiscal year ending February 2026 (March to August) decreased 17.4% from the same period last year to 0.70 billion yen. Progress toward the full-year plan of 1.70 billion yen was 41.6%, which was higher than the five-year average of 37.4%.

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 expand 47.5% from the same period last year, reaching 0.99 billion yen.

In the most recent three-month period, from June to August (2Q), the consolidated ordinary profit dropped to 0.35 billion yen, a 33.8% decrease compared to the same period last year. The operating profit margin worsened from 9.4% in the same period last year to 6.9%.

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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 9,749 715 767 473 26.1 49.2 Sep 29, 2023 J-GAAP
Mar - Aug, 2024 10,081 797 856 559 30.7 56.0 Sep 30, 2024 J-GAAP
Mar - Aug, 2025 9,665 643 707 441 24.5 41.6 Sep 30, 2025 J-GAAP
YoY -4.1% -19.3% -17.4% -21.1% -20.3%

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 9,000 600 650 400 22.4 10 Mar 31, 2025 J-GAAP
Mar - Aug, 2025 Results 9,665 643 707 441 24.5 10 Sep 30, 2025 J-GAAP
Revision Rate +7.4% +7.2% +8.8% +10.3% +9.0%

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 9,863 611 673 479 26.2 10 Mar 31, 2025 J-GAAP
Sep - Feb, 2025 Guidance 10,335 957 993 709 39.8 10 Sep 30, 2025 J-GAAP
YoY +4.8% +56.6% +47.5% +48.0% +51.6%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Feb, 2024 19,504 1,488 1,559 1,092 60.2 12 Mar 29, 2024 J-GAAP
Feb, 2025 19,944 1,408 1,529 1,038 56.8 20 Mar 31, 2025 J-GAAP
Feb, 2026 Guidance 20,000 1,600 1,700 1,150 64.5 20 Mar 31, 2025 J-GAAP
YoY +0.3% +13.6% +11.2% +10.8% +13.5%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Jun - Aug, 2024 5,017 471 535 368 20.2 9.4 Sep 30, 2024 J-GAAP
Sep - Nov, 2024 4,613 158 154 84 4.6 3.4 Dec 24, 2024 J-GAAP
Dec - Feb, 2024 5,250 453 519 395 21.6 8.6 Mar 31, 2025 J-GAAP
Mar - May, 2025 4,920 315 353 218 12.0 6.4 Jun 26, 2025 J-GAAP
Jun - Aug, 2025 4,745 328 354 223 12.4 6.9 Sep 30, 2025 J-GAAP
YoY -5.4% -30.4% -33.8% -39.4% -38.8%

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