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KOMEDA, First Half Net Income Increases by 6%, Jun-Aug Net Income Increases by 5%

Wed Oct 8, 2025 3:30 pm JST Earnings

3543 KOMEDA Holdings Co., Ltd 【IFRS】

Earnings Report

KOMEDA Holdings Co., Ltd <3543> [TSE Prime] announced its financial results (based on IFRS) after the market closed on October 8th (15:30). The consolidated net income for the cumulative second quarter of the fiscal year ending February 2026 (March to August) increased 6.0% from the same period last year, reaching 3.17 billion yen. However, Progress toward the full-year plan of 6.77 billion yen was 46.9%, almost the same as the five-year average of 48.9%.

Based on the first-half performance announced by the company and the unchanged full-year plan, our calculation indicates that the consolidated net income for the September to February period (second half) is expected to grow 27.5% from the same period last year, reaching 3.59 billion yen.

In the most recent three-month period, from June to August (2Q), the consolidated net income grew 5.3% from the same period last year, reaching 1.63 billion yen. However, the operating profit margin decreased from 19.5% in the same period last year to 16.2%.

Kabutan News

Actual Performance and Financial Trends

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
21,284M 4,322M 4,288M 2,918M 63.5 49.4 Oct 11, 2023 IFRS
Mar - Aug, 2024
23,058M 4,456M 4,390M 2,992M 65.6 51.0 Oct 9, 2024 IFRS
Mar - Aug, 2025
28,529M 4,699M 4,659M 3,173M 69.7 46.7 Oct 8, 2025 IFRS
YoY +23.7% +5.5% +6.1% +6.0% +6.3%
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 30 Apr 9, 2025 IFRS
Mar - Aug, 2025 Results 28,529M 4,699M 4,659M 3,173M 69.7 30 Oct 8, 2025 IFRS
Revision Rate

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
23,999M 4,364M 4,222M 2,822M 62.0 27 Apr 9, 2025 IFRS
Guidance
Sep - Feb, 2025
26,351M 5,301M 5,311M 3,597M 79.0 30 Oct 8, 2025 IFRS
YoY +9.8% +21.5% +25.8% +27.5% +27.6%
Current Period Guidance
Fiscal Year Revenue Operating
Profit
Ordinary
Profit
Net
Profit
Adj.
EPS
Adj.
Dividend
Announce Accounting
Standards
Feb, 2024
43,236M 8,717M 8,685M 5,972M 130.1 53 Apr 10, 2024 IFRS
Feb, 2025
47,057M 8,820M 8,612M 5,814M 127.7 54 Apr 9, 2025 IFRS
Guidance
Feb, 2026
54,880M 10,000M 9,970M 6,770M 148.8 60 Apr 9, 2025 IFRS
YoY +16.6% +13.4% +15.8% +16.4% +16.5%

Quarterly Results

Fiscal Year Revenue Operating
Profit
Ordinary
Profit
Net
Profit
Adj.
EPS
Operating
Profit Margin
Announce Accounting
Standards
Jun - Aug, 2024
12,008M 2,345M 2,281M 1,555M 34.1 19.5 Oct 9, 2024 IFRS
Sep - Nov, 2024
11,607M 2,242M 2,108M 1,436M 31.5 19.3 Jan 10, 2025 IFRS
Dec - Feb, 2024
12,392M 2,122M 2,114M 1,386M 30.4 17.1 Apr 9, 2025 IFRS
Mar - May, 2025
13,676M 2,291M 2,290M 1,535M 33.8 16.8 Jul 11, 2025 IFRS
Jun - Aug, 2025
14,853M 2,408M 2,369M 1,638M 36.0 16.2 Oct 8, 2025 IFRS
YoY +23.7% +2.7% +3.9% +5.3% +5.6%