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ICHIBANYA, First Half Ordinary Profit Unexpectedly Revised Upward by 9%

Mon Oct 6, 2025 3:30 pm JST Earnings

7630 ICHIBANYA CO.,LTD. 【J-GAAP】

Earnings Report

ICHIBANYA CO.,LTD. <7630> [TSE Prime] 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) increased 8.9% from the same period last year, reaching 2.70 billion yen, resulting in an increase in profits compared to the previous forecast of a 7.5% decrease.

Progress toward the full-year plan of 5.50 billion yen was 49.2%, exceeding the five-year average of 45.2%.

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 3.1% from the same period last year, reaching 2.79 billion yen.

In the most recent three-month period, from June to August (2Q), the consolidated ordinary profit amounted to 1.34 billion yen, an increase of 0.8% compared to the same period last year. However, the operating profit margin worsened from 8.6% in the same period last year to 7.7%.

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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 26,822 2,467 2,606 1,418 8.9 51.9 Oct 6, 2023 J-GAAP
Mar - Aug, 2024 29,599 2,393 2,487 1,554 9.8 47.9 Oct 7, 2024 J-GAAP
Mar - Aug, 2025 32,018 2,526 2,708 1,384 8.7 49.2 Oct 6, 2025 J-GAAP
YoY +8.2% +5.6% +8.9% -10.9% -11.0%

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 32,300 2,200 2,300 1,200 7.5 8 Apr 4, 2025 J-GAAP
Mar - Aug, 2025 Results 32,018 2,526 2,708 1,384 8.7 8 Oct 6, 2025 J-GAAP
Revision Rate -0.9% +14.8% +17.7% +15.3% +15.4%

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 31,407 2,532 2,707 1,617 10.1 8 Apr 4, 2025 J-GAAP
Sep - Feb, 2025 Guidance 35,282 2,874 2,792 1,916 12.0 8 Oct 6, 2025 J-GAAP
YoY +12.3% +13.5% +3.1% +18.5% +18.4%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Feb, 2024 55,137 4,715 5,021 2,685 16.8 16 Apr 4, 2024 J-GAAP
Feb, 2025 61,006 4,925 5,194 3,171 19.9 16 Apr 4, 2025 J-GAAP
Feb, 2026 Guidance 67,300 5,400 5,500 3,300 20.7 16 Apr 4, 2025 J-GAAP
YoY +10.3% +9.6% +5.9% +4.1% +4.0%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Jun - Aug, 2024 15,346 1,313 1,338 706 4.4 8.6 Oct 7, 2024 J-GAAP
Sep - Nov, 2024 15,395 1,491 1,568 1,051 6.6 9.7 Dec 23, 2024 J-GAAP
Dec - Feb, 2024 16,012 1,041 1,139 566 3.6 6.5 Apr 4, 2025 J-GAAP
Mar - May, 2025 15,750 1,266 1,359 922 5.8 8.0 Jun 23, 2025 J-GAAP
Jun - Aug, 2025 16,268 1,260 1,349 462 2.9 7.7 Oct 6, 2025 J-GAAP
YoY +6.0% -4.0% +0.8% -34.6% -34.5%

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