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ESLEAD, Jul-Sep (2Q) Ordinary Profit Increases by 2.7 times, Current Fiscal Year Dividend Revised Upward by 30 Yen

Fri Oct 31, 2025 1:00 pm JST Earnings

8877 ESLEAD CORPORATION 【J-GAAP】

Earnings Report

ESLEAD CORPORATION <8877> [TSE Prime] announced its financial results in the afternoon session on October 31st (13:00). The consolidated ordinary profit for the cumulative second quarter of the fiscal year ending March 2026 (April to September) was 9.66 billion yen, a 2.4% decrease compared to the same period last year, resulting in a decrease in profits compared to the previous forecast of a 0.9% increase.

However, Progress toward the full-year plan of 16.0 billion yen was 60.4%, also surpassing the five-year average of 38.7%.

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 October to March period (second half) is expected to expand 64.9% from the same period last year, reaching 6.33 billion yen.

At the same time, the company has increased its planned annual dividend for the current fiscal year from the original plan of 210 yen to 240 yen (compared to 185 yen in the previous period).

In the most recent three-month period, from July to September (2Q), the consolidated ordinary profit surged 2.7 times that of the same period last year, reaching 4.59 billion yen. The operating profit margin jumped from 11.1% in the same period last year to 18.7%.

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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
Apr - Sep, 2023 36,257 5,872 5,771 3,663 237.4 50.9 Oct 26, 2023 J-GAAP
Apr - Sep, 2024 57,385 10,173 9,909 6,399 414.8 72.1 Oct 31, 2024 J-GAAP
Apr - Sep, 2025 57,675 10,418 9,669 6,188 401.1 60.4 Oct 31, 2025 J-GAAP
YoY +0.5% +2.4% -2.4% -3.3% -3.3%

First Half Results vs. Previous Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Apr - Sep, 2025 Guidance 60,000 11,000 10,000 6,500 421.3 105 May 9, 2025 J-GAAP
Apr - Sep, 2025 Results 57,675 10,418 9,669 6,188 401.1 105 Oct 31, 2025 J-GAAP
Revision Rate -3.9% -5.3% -3.3% -4.8% -4.8%

Guidance Update

Full Year Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2026 Prev 110,000 18,000 16,000 10,700 693.5 210 May 9, 2025 J-GAAP
Mar, 2026 New 110,000 18,000 16,000 10,700 693.5 240 Oct 31, 2025 J-GAAP
Revision Rate 0.0% 0.0% 0.0% 0.0% 0.0%

Current Period Guidance

Second Half Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Oct - Mar, 2024 37,380 4,375 3,839 2,931 190.0 100 May 9, 2025 J-GAAP
Oct - Mar, 2025 Guidance 52,325 7,582 6,331 4,512 292.4 135 Oct 31, 2025 J-GAAP
YoY +40.0% +73.3% +64.9% +53.9% +53.9%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 80,286 11,631 11,346 7,518 487.3 150 May 10, 2024 J-GAAP
Mar, 2025 94,765 14,548 13,748 9,330 604.7 185 May 9, 2025 J-GAAP
Mar, 2026 Guidance 110,000 18,000 16,000 10,700 693.5 240 Oct 31, 2025 J-GAAP
YoY +16.1% +23.7% +16.4% +14.7% +14.7%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Jul - Sep, 2024 16,400 1,825 1,683 1,311 85.0 11.1 Oct 31, 2024 J-GAAP
Oct - Dec, 2024 17,282 2,429 2,253 1,382 89.6 14.1 Jan 31, 2025 J-GAAP
Jan - Mar, 2025 20,098 1,946 1,586 1,549 100.4 9.7 May 9, 2025 J-GAAP
Apr - Jun, 2025 30,714 5,389 5,077 3,009 195.0 17.5 Jul 31, 2025 J-GAAP
Jul - Sep, 2025 26,961 5,029 4,592 3,179 206.1 18.7 Oct 31, 2025 J-GAAP
YoY +64.4% +175.6% +172.8% +142.5% +142.5%

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