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DAIREI, First Half Ordinary Profit Decreases by 31%, Jul-Sep Ordinary Profit Decreases by 11%

Fri Oct 31, 2025 2:00 pm JST Earnings

2883 DAIREI CO.,LTD 【J-GAAP】

Earnings Report

DAIREI CO.,LTD <2883> [TSE Std] announced its financial results in the afternoon session on October 31st (14:00). The ordinary profit (non-consolidated) for the cumulative second quarter of the fiscal year ending March 2026 (April to September) dropped 30.7% from the same period last year to 0.27 billion yen. Progress toward the full-year plan of 1.00 billion yen was 27.5%, also falling below the five-year average of 47.1%.

Based on the first-half performance announced by the company and the unchanged full-year plan, our calculation indicates that the ordinary profit for the October to March period (second half) is expected to expand 62.2% from the same period last year, reaching 0.72 billion yen.

In the most recent three-month period, from July to September (2Q), the ordinary profit decreased to 0.15 billion yen, an 11.0% decrease compared to the same period last year. The operating profit margin worsened from 3.3% in the same period last year to 2.1%.

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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 13,964 560 590 398 67.5 53.4 Oct 31, 2023 J-GAAP
Apr - Sep, 2024 12,999 420 397 252 42.7 47.0 Oct 31, 2024 J-GAAP
Apr - Sep, 2025 12,288 266 275 192 32.7 27.5 Oct 31, 2025 J-GAAP
YoY -5.5% -36.7% -30.7% -23.8% -23.3%

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 12,288 266 275 192 32.7 － Oct 23, 2025 J-GAAP
Apr - Sep, 2025 Results 12,288 266 275 192 32.7 － 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 12,733 420 447 -826 -139.9 60 May 9, 2025 J-GAAP
Oct - Mar, 2025 Guidance 14,112 734 725 482 82.3 60 Oct 23, 2025 J-GAAP
YoY +10.8% +74.8% +62.2% － －

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 27,416 1,066 1,104 766 129.8 60 May 10, 2024 J-GAAP
Mar, 2025 25,732 840 844 -574 -97.2 60 May 9, 2025 J-GAAP
Mar, 2026 Guidance 26,400 1,000 1,000 674 115.0 60 May 9, 2025 J-GAAP
YoY +2.6% +19.0% +18.5% － －

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Jul - Sep, 2024 6,594 216 172 113 19.1 3.3 Oct 31, 2024 J-GAAP
Oct - Dec, 2024 7,161 284 326 223 37.8 4.0 Jan 31, 2025 J-GAAP
Jan - Mar, 2025 5,572 136 121 -1,049 -177.7 2.4 May 9, 2025 J-GAAP
Apr - Jun, 2025 5,998 132 122 92 15.7 2.2 Jul 31, 2025 J-GAAP
Jul - Sep, 2025 6,290 134 153 100 17.1 2.1 Oct 31, 2025 J-GAAP
YoY -4.6% -38.0% -11.0% -11.5% -10.9%

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