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Karula, First Half Ordinary Profit Decreases by 4%
2789 Karula Co.,LTD. 【J-GAAP】
Earnings ReportKarula Co.,LTD. <2789> [TSE Std] announced its financial results after the market closed on October 6th (15:30). The consolidated ordinary profit for the cumulative second quarter of the fiscal year ending February 2026 (March to August) decreased 4.0% from the same period last year to 262 million yen. Progress toward the full-year plan of 325 million yen was 80.6%, below the five-year average of 123.4%.
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 decrease 26.7% from the same period last year to 63 million yen.
In the most recent three-month period, from June to August (2Q), the consolidated ordinary profit grew 6.8% from the same period last year, reaching 173 million yen. However, the operating profit margin remained almost flat, changing from 8.5% in the same period last year to 8.3%.
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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 | 3,519 | 273 | 271 | 357 | 59.5 | 79.9 | Oct 5, 2023 | J-GAAP |
| Mar - Aug, 2024 | 3,738 | 281 | 273 | 288 | 50.0 | 76.0 | Oct 4, 2024 | J-GAAP |
| Mar - Aug, 2025 | 3,935 | 264 | 262 | 245 | 42.6 | 80.6 | Oct 6, 2025 | J-GAAP |
| YoY | +5.3% | -6.0% | -4.0% | -14.9% | -14.8% |
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 | 3,870 | 231 | 232 | 232 | 40.3 | 0 | Apr 7, 2025 | J-GAAP |
| Mar - Aug, 2025 Results | 3,935 | 264 | 262 | 245 | 42.6 | 0 | Oct 6, 2025 | J-GAAP |
| Revision Rate | +1.7% | +14.3% | +12.9% | +5.6% | +5.7% |
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 | 3,525 | 84 | 86 | 75 | 13.0 | 5 | Apr 7, 2025 | J-GAAP |
| Sep - Feb, 2025 Guidance | 3,565 | 61 | 63 | 45 | 7.8 | 5 | Oct 6, 2025 | J-GAAP |
| YoY | +1.1% | -27.4% | -26.7% | -40.0% | -40.0% |
Current Period Guidance
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Feb, 2024 | 6,840 | 348 | 339 | 437 | 73.0 | 5 | Apr 5, 2024 | J-GAAP |
| Feb, 2025 | 7,263 | 365 | 359 | 363 | 63.0 | 5 | Apr 7, 2025 | J-GAAP |
| Feb, 2026 Guidance | 7,500 | 325 | 325 | 290 | 50.3 | 5 | Apr 7, 2025 | J-GAAP |
| YoY | +3.3% | -11.0% | -9.5% | -20.1% | -20.2% |
Quarterly Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Operating Profit Margin | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Jun - Aug, 2024 | 1,956 | 166 | 162 | 162 | 28.1 | 8.5 | Oct 4, 2024 | J-GAAP |
| Sep - Nov, 2024 | 1,784 | 57 | 59 | 42 | 7.3 | 3.2 | Jan 6, 2025 | J-GAAP |
| Dec - Feb, 2024 | 1,741 | 27 | 27 | 33 | 5.7 | 1.6 | Apr 7, 2025 | J-GAAP |
| Mar - May, 2025 | 1,855 | 91 | 89 | 80 | 14.1 | 4.9 | Jul 7, 2025 | J-GAAP |
| Jun - Aug, 2025 | 2,080 | 173 | 173 | 165 | 28.7 | 8.3 | Oct 6, 2025 | J-GAAP |
| YoY | +6.3% | +4.2% | +6.8% | +1.9% | +2.0% |
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