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Daiwa, First Half Ordinary Profit Increases by 28%

Fri Oct 10, 2025 3:30 pm JST Earnings

8247 Daiwa Co.,Ltd. 【J-GAAP】

Earnings Report

Daiwa Co.,Ltd. <8247> [TSE Std] announced its financial results after the market closed on October 10th (15:30). The consolidated ordinary profit for the cumulative second quarter of the fiscal year ending February 2026 (March to August) increased 27.9% from the same period last year, reaching 174 million yen. Progress toward the full-year plan of 200 million yen was 87.0%, also surpassing the five-year average of 74.8%.

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 surge 4.3 times that of the same period last year, reaching 26 million yen.

In the most recent three-month period, from June to August (2Q), the consolidated ordinary profit/loss turned to a loss of 20 million yen (compared to a profit of 4 million yen in the same period last year). The operating profit/loss margin worsened from -0.4% in the same period last year to -0.8%.

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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 7,927 107 205 192 34.3 72.4 Oct 12, 2023 J-GAAP
Mar - Aug, 2024 8,189 126 136 159 28.5 95.8 Oct 10, 2024 J-GAAP
Mar - Aug, 2025 7,992 155 174 190 33.9 87.0 Oct 10, 2025 J-GAAP
YoY -2.4% +23.0% +27.9% +19.5% +19.3%

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 7,990 155 170 190 33.9 0 Oct 7, 2025 J-GAAP
Mar - Aug, 2025 Results 7,992 155 174 190 33.9 0 Oct 10, 2025 J-GAAP
Revision Rate +0.0% 0.0% +2.4% 0.0% +0.2%

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 8,245 69 6 33 5.9 0 Apr 10, 2025 J-GAAP
Sep - Feb, 2025 Guidance 8,208 165 26 30 5.4 － Oct 10, 2025 J-GAAP
YoY -0.4% +139.1% +333.3% -9.1% -9.3%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Feb, 2024 16,537 222 283 652 116.3 0 Apr 11, 2024 J-GAAP
Feb, 2025 16,434 195 142 192 34.3 0 Apr 10, 2025 J-GAAP
Feb, 2026 Guidance 16,200 320 200 220 39.2 － Oct 7, 2025 J-GAAP
YoY -1.4% +64.1% +40.8% +14.6% +14.2%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Jun - Aug, 2024 3,973 -14 4 27 4.8 -0.4 Oct 10, 2024 J-GAAP
Sep - Nov, 2024 3,751 27 -9 -33 -5.9 0.7 Jan 9, 2025 J-GAAP
Dec - Feb, 2024 4,494 42 15 66 11.8 0.9 Apr 10, 2025 J-GAAP
Mar - May, 2025 4,161 184 194 189 33.8 4.4 Jul 10, 2025 J-GAAP
Jun - Aug, 2025 3,831 -29 -20 1 0.2 -0.8 Oct 10, 2025 J-GAAP
YoY -3.6% -107.1% － -96.3% -96.3%

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