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ASAHI YUKIZAI, First Half Ordinary Profit Decreases by 23%

Fri Oct 31, 2025 4:00 pm JST Earnings

4216 ASAHI YUKIZAI CORPORATION 【J-GAAP】

Earnings Report

ASAHI YUKIZAI CORPORATION <4216> [TSE Prime] announced its financial results after the market closed on October 31st (16:00). The consolidated ordinary profit for the cumulative second quarter of the fiscal year ending March 2026 (April to September) decreased 23.4% from the same period last year to 4.44 billion yen. However, Progress toward the full-year plan of 7.60 billion yen was 58.5%, also surpassing the five-year average of 42.5%.

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 drop 42.0% from the same period last year to 3.15 billion yen.

In the most recent three-month period, from July to September (2Q), the consolidated ordinary profit decreased to 2.29 billion yen, an 18.0% decrease compared to the same period last year. The operating profit margin decreased from 14.3% in the same period last year to 11.0%.

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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
Apr - Sep, 2023 43,844 8,291 8,560 5,471 285.6 53.2 Oct 31, 2023 J-GAAP
Apr - Sep, 2024 41,730 5,887 5,806 3,815 200.7 51.6 Oct 31, 2024 J-GAAP
Apr - Sep, 2025 39,843 4,351 4,445 3,011 160.3 58.5 Oct 31, 2025 J-GAAP
YoY -4.5% -26.1% -23.4% -21.1% -20.1%

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 39,300 3,700 3,700 2,400 127.8 60 Sep 26, 2025 J-GAAP
Apr - Sep, 2025 Results 39,843 4,351 4,445 3,011 160.3 60 Oct 31, 2025 J-GAAP
Revision Rate +1.4% +17.6% +20.1% +25.5% +25.5%

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 43,432 5,234 5,444 3,809 200.5 55 May 15, 2025 J-GAAP
Oct - Mar, 2025 Guidance 40,157 3,149 3,155 2,089 111.2 60 Oct 31, 2025 J-GAAP
YoY -7.5% -39.8% -42.0% -45.2% -44.5%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 87,426 15,576 16,076 11,382 594.3 100 May 15, 2024 J-GAAP
Mar, 2025 85,162 11,121 11,250 7,624 401.3 110 May 15, 2025 J-GAAP
Mar, 2026 Guidance 80,000 7,500 7,600 5,100 271.5 120 Sep 26, 2025 J-GAAP
YoY -6.1% -32.6% -32.4% -33.1% -32.3%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Jul - Sep, 2024 21,501 3,084 2,794 2,003 105.4 14.3 Oct 31, 2024 J-GAAP
Oct - Dec, 2024 21,445 2,857 3,164 2,259 118.8 13.3 Jan 31, 2025 J-GAAP
Jan - Mar, 2025 21,987 2,377 2,280 1,550 81.6 10.8 May 15, 2025 J-GAAP
Apr - Jun, 2025 20,009 2,163 2,153 1,360 72.4 10.8 Jul 31, 2025 J-GAAP
Jul - Sep, 2025 19,834 2,188 2,292 1,651 87.9 11.0 Oct 31, 2025 J-GAAP
YoY -7.8% -29.1% -18.0% -17.6% -16.6%

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