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KOWA, First Half Ordinary Profit Decreases by 28%, Jun-Aug Ordinary Profit Decreases by 18%

Wed Oct 15, 2025 3:30 pm JST Earnings

7807 KOWA CO.,LTD. 【J-GAAP】

Earnings Report

KOWA CO.,LTD. <7807> [TSE Std] announced its financial results after the market closed on October 15th (15:30). The consolidated ordinary profit for the cumulative second quarter of the fiscal year ending February 2026 (March to August) decreased 28.1% from the same period last year to 374 million yen. However, Progress toward the full-year plan of 700 million yen was 53.4%, almost the same as the five-year average of 56.1%.

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 6.2% from the same period last year, reaching 326 million yen.

In the most recent three-month period, from June to August (2Q), the consolidated ordinary profit decreased to 190 million yen, a 17.7% decrease compared to the same period last year. However, the operating profit margin rose from 12.8% in the same period last year to 13.8%.

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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 3,285 566 563 372 77.9 60.1 Oct 11, 2023 J-GAAP
Mar - Aug, 2024 3,274 497 520 416 97.3 62.9 Nov 29, 2024 J-GAAP
Mar - Aug, 2025 3,340 377 374 239 57.7 53.4 Oct 15, 2025 J-GAAP
YoY +2.0% -24.1% -28.1% -42.5% -40.7%

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 3,300 300 300 220 53.0 0 Apr 14, 2025 J-GAAP
Mar - Aug, 2025 Results 3,340 377 374 239 57.7 0 Oct 15, 2025 J-GAAP
Revision Rate +1.2% +25.7% +24.7% +8.6% +8.7%

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 3,094 300 307 200 47.0 12 Apr 14, 2025 J-GAAP
Sep - Feb, 2025 Guidance 3,160 323 326 261 62.9 13 Oct 15, 2025 J-GAAP
YoY +2.1% +7.7% +6.2% +30.5% +33.7%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Feb, 2024 6,404 948 936 710 154.7 11 Apr 12, 2024 J-GAAP
Feb, 2025 6,368 797 827 616 144.9 12 Apr 14, 2025 J-GAAP
Feb, 2026 Guidance 6,500 700 700 500 120.5 13 Apr 14, 2025 J-GAAP
YoY +2.1% -12.2% -15.4% -18.8% -16.9%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Jun - Aug, 2024 1,549 199 231 191 44.7 12.8 Nov 29, 2024 J-GAAP
Sep - Nov, 2024 1,570 178 169 84 19.7 11.3 Jan 14, 2025 J-GAAP
Dec - Feb, 2024 1,524 122 138 116 27.3 8.0 Apr 14, 2025 J-GAAP
Mar - May, 2025 1,763 160 184 116 28.2 9.1 Jul 15, 2025 J-GAAP
Jun - Aug, 2025 1,577 217 190 123 29.7 13.8 Oct 15, 2025 J-GAAP
YoY +1.8% +9.0% -17.7% -35.6% -33.5%

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