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Daiseki, Jun-Aug (2Q) Ordinary Profit Increases by 6%
9793 Daiseki Co.,Ltd. 【J-GAAP】
Earnings ReportDaiseki Co.,Ltd. <9793> [TSE Prime] announced its financial results after the market closed on October 2nd (15:30). The consolidated ordinary profit for the cumulative second quarter of the fiscal year ending February 2026 (March to August) was 7.62 billion yen, a 1.1% decrease compared to the same period last year, resulting in a decrease in profits compared to the previous forecast of a 2.4% increase.
Progress toward the full-year plan of 15.8 billion yen was 48.3%, almost the same as the five-year average of 50.9%.
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 14.8% from the same period last year, reaching 8.17 billion yen.
In the most recent three-month period, from June to August (2Q), the consolidated ordinary profit grew 6.2% from the same period last year, reaching 3.71 billion yen. However, the operating profit margin decreased from 21.3% in the same period last year to 19.9%.
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Actual Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Progress Rate vs. First Half | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Mar - Aug, 2023 | 35,766 | 7,753 | 7,916 | 4,781 | 97.2 | 51.2 | Oct 2, 2023 | J-GAAP |
| Mar - Aug, 2024 | 32,791 | 7,327 | 7,715 | 4,881 | 101.3 | 52.0 | Oct 1, 2024 | J-GAAP |
| Mar - Aug, 2025 | 36,117 | 7,450 | 7,629 | 4,712 | 99.1 | 48.3 | Oct 2, 2025 | J-GAAP |
| YoY | +10.1% | +1.7% | -1.1% | -3.5% | -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 | 35,600 | 7,900 | 7,900 | 5,000 | 105.7 | 36 | Apr 8, 2025 | J-GAAP |
| Mar - Aug, 2025 Results | 36,117 | 7,450 | 7,629 | 4,712 | 99.1 | 36 | Oct 2, 2025 | J-GAAP |
| Revision Rate | +1.5% | -5.7% | -3.4% | -5.8% | -6.3% |
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 | 34,513 | 6,991 | 7,115 | 4,426 | 92.0 | 39 | Apr 8, 2025 | J-GAAP |
| Sep - Feb, 2025 Guidance | 33,883 | 8,250 | 8,171 | 5,188 | 109.7 | 36 | Oct 2, 2025 | J-GAAP |
| YoY | -1.8% | +18.0% | +14.8% | +17.2% | +19.3% |
Current Period Guidance
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Feb, 2024 | 69,216 | 14,814 | 15,452 | 9,465 | 193.1 | 66 | Apr 4, 2024 | J-GAAP |
| Feb, 2025 | 67,304 | 14,318 | 14,830 | 9,307 | 193.4 | 72 | Apr 8, 2025 | J-GAAP |
| Feb, 2026 Guidance | 70,000 | 15,700 | 15,800 | 9,900 | 209.4 | 72 | Apr 8, 2025 | J-GAAP |
| YoY | +4.0% | +9.7% | +6.5% | +6.4% | +8.3% |
Quarterly Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Operating Profit Margin | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Jun - Aug, 2024 | 16,088 | 3,421 | 3,495 | 2,194 | 45.5 | 21.3 | Oct 1, 2024 | J-GAAP |
| Sep - Nov, 2024 | 17,241 | 3,800 | 3,849 | 2,408 | 50.0 | 22.0 | Jan 6, 2025 | J-GAAP |
| Dec - Feb, 2024 | 17,272 | 3,191 | 3,266 | 2,018 | 41.9 | 18.5 | Apr 8, 2025 | J-GAAP |
| Mar - May, 2025 | 17,912 | 3,830 | 3,916 | 2,441 | 51.0 | 21.4 | Jul 2, 2025 | J-GAAP |
| Jun - Aug, 2025 | 18,205 | 3,620 | 3,713 | 2,271 | 47.8 | 19.9 | Oct 2, 2025 | J-GAAP |
| YoY | +13.2% | +5.8% | +6.2% | +3.5% | +4.9% |
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