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Alleanza Holdings, First Half Ordinary Profit Increases by 62%

Fri Oct 10, 2025 3:30 pm JST Earnings

3546 Alleanza Holdings Co., Ltd. 【J-GAAP】

Earnings Report

Alleanza Holdings Co., Ltd. <3546> [TSE Prime] 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) expanded 3.29 billion yen, an increase 61.9% compared to the same period last year, exceeded the previous forecast of 2.35 billion yen.

Progress toward the full-year plan of 4.25 billion yen was 77.6%, also surpassing the five-year average of 61.4%.

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 significant drop 50.3% from the same period last year to 0.95 billion yen.

In the most recent three-month period, from June to August (2Q), the consolidated ordinary profit increased 46.1% from the same period last year, reaching 1.65 billion yen. The operating profit margin improved from 2.5% in the same period last year to 4.0%.

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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 75,706 2,520 2,793 1,787 59.3 60.5 Oct 10, 2023 J-GAAP
Mar - Aug, 2024 78,759 1,825 2,037 1,219 40.4 51.5 Oct 10, 2024 J-GAAP
Mar - Aug, 2025 78,126 3,039 3,297 2,023 67.4 77.6 Oct 10, 2025 J-GAAP
YoY -0.8% +66.5% +61.9% +66.0% +66.7%

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 79,600 2,100 2,350 1,450 48.3 19 Apr 10, 2025 J-GAAP
Mar - Aug, 2025 Results 78,126 3,039 3,297 2,023 67.4 19 Oct 10, 2025 J-GAAP
Revision Rate -1.9% +44.7% +40.3% +39.5% +39.5%

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 74,586 1,684 1,916 869 28.9 19 Apr 10, 2025 J-GAAP
Sep - Feb, 2025 Guidance 76,874 711 953 177 5.9 19 Oct 10, 2025 J-GAAP
YoY +3.1% -57.8% -50.3% -79.6% -79.6%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Feb, 2024 149,715 4,106 4,614 2,372 78.7 38 Apr 10, 2024 J-GAAP
Feb, 2025 153,345 3,509 3,953 2,088 69.4 38 Apr 10, 2025 J-GAAP
Feb, 2026 Guidance 155,000 3,750 4,250 2,200 73.3 38 Apr 10, 2025 J-GAAP
YoY +1.1% +6.9% +7.5% +5.4% +5.6%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Jun - Aug, 2024 39,394 978 1,131 650 21.6 2.5 Oct 10, 2024 J-GAAP
Sep - Nov, 2024 36,799 671 782 618 20.5 1.8 Jan 10, 2025 J-GAAP
Dec - Feb, 2024 37,787 1,013 1,134 251 8.3 2.7 Apr 10, 2025 J-GAAP
Mar - May, 2025 39,283 1,500 1,645 990 33.0 3.8 Jul 10, 2025 J-GAAP
Jun - Aug, 2025 38,843 1,539 1,652 1,033 34.4 4.0 Oct 10, 2025 J-GAAP
YoY -1.4% +57.4% +46.1% +58.9% +59.6%

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