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KYOEI STEEL, First Half Ordinary Profit Increases by 38%, Jul-Sep Ordinary Profit Increases by 94%

Fri Oct 31, 2025 1:00 pm JST Earnings

5440 KYOEI STEEL LTD. 【J-GAAP】

Earnings Report

KYOEI STEEL LTD. <5440> [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) expanded 8.48 billion yen, an increase 38.3% compared to the same period last year. Progress toward the full-year plan of 16.0 billion yen was 53.0%, almost the same as the five-year average of 51.0%.

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 decrease 21.8% from the same period last year to 7.51 billion yen.

In the most recent three-month period, from July to September (2Q), the consolidated ordinary profit increased 94.4% from the same period last year, reaching 4.41 billion yen. The operating profit margin improved from 3.4% in the same period last year to 6.1%.

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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 155,538 9,941 9,996 7,861 180.9 47.5 Oct 31, 2023 J-GAAP
Apr - Sep, 2024 161,037 5,915 6,135 5,066 116.6 39.0 Oct 31, 2024 J-GAAP
Apr - Sep, 2025 154,683 9,208 8,482 5,433 125.0 53.0 Oct 31, 2025 J-GAAP
YoY -3.9% +55.7% +38.3% +7.2% +7.2%

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 154,000 8,000 7,500 4,800 110.5 30 Jul 31, 2025 J-GAAP
Apr - Sep, 2025 Results 154,683 9,208 8,482 5,433 125.0 30 Oct 31, 2025 J-GAAP
Revision Rate +0.4% +15.1% +13.1% +13.2% +13.2%

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 161,812 9,417 9,610 5,725 131.7 60 Apr 30, 2025 J-GAAP
Oct - Mar, 2025 Guidance 168,317 7,792 7,518 5,067 116.6 60 Oct 31, 2025 J-GAAP
YoY +4.0% -17.3% -21.8% -11.5% -11.5%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 320,982 21,055 21,034 13,826 318.1 90 Apr 30, 2024 J-GAAP
Mar, 2025 322,849 15,332 15,745 10,791 248.3 90 Apr 30, 2025 J-GAAP
Mar, 2026 Guidance 323,000 17,000 16,000 10,500 241.6 90 Jul 31, 2025 J-GAAP
YoY +0.0% +10.9% +1.6% -2.7% -2.7%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Jul - Sep, 2024 82,747 2,824 2,272 2,434 56.0 3.4 Oct 31, 2024 J-GAAP
Oct - Dec, 2024 79,362 3,783 3,757 4,069 93.6 4.8 Jan 31, 2025 J-GAAP
Jan - Mar, 2025 82,450 5,634 5,853 1,656 38.1 6.8 Apr 30, 2025 J-GAAP
Apr - Jun, 2025 74,152 4,302 4,066 2,724 62.7 5.8 Jul 31, 2025 J-GAAP
Jul - Sep, 2025 80,531 4,906 4,416 2,709 62.3 6.1 Oct 31, 2025 J-GAAP
YoY -2.7% +73.7% +94.4% +11.3% +11.3%

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