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KANESO, First Half Ordinary Profit Revised Downward to an Unexpected 9%Decrease

Tue Nov 4, 2025 2:40 pm JST Earnings

5979 KANESO Co.,LTD. 【J-GAAP】

Earnings Report

KANESO Co.,LTD. <5979> [NSE Main] announced its financial results in the afternoon session on November 4th (14:40). The ordinary profit (non-consolidated) for the cumulative second quarter of the fiscal year ending March 2026 (April to September) decreased 9.3% from the same period last year to 0.34 billion yen, resulting in a decrease in profits compared to the previous forecast of an 8.8% increase.

Progress toward the full-year plan of 1.13 billion yen was 30.1%, also falling below the five-year average of 37.7%.

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 grow 1.0% from the same period last year, reaching 0.79 billion yen.

In the most recent three-month period, from July to September (2Q), the ordinary profit grew 3.6% from the same period last year, reaching 0.17 billion yen. The operating profit margin remained almost flat, changing from 8.4% in the same period last year to 8.6%.

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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 4,024 601 609 492 345.7 47.2 Nov 6, 2023 J-GAAP
Apr - Sep, 2024 3,897 370 375 262 184.7 32.4 Nov 5, 2024 J-GAAP
Apr - Sep, 2025 3,894 327 340 240 168.9 30.1 Nov 4, 2025 J-GAAP
YoY -0.1% -11.6% -9.3% -8.4% -8.5%

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 4,000 400 408 280 196.7 75 May 7, 2025 J-GAAP
Apr - Sep, 2025 Results 3,894 327 340 240 168.9 75 Nov 4, 2025 J-GAAP
Revision Rate -2.7% -18.3% -16.7% -14.3% -14.1%

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 4,771 774 782 538 378.1 125 May 7, 2025 J-GAAP
Oct - Mar, 2025 Guidance 5,006 783 790 520 365.3 75 Nov 4, 2025 J-GAAP
YoY +4.9% +1.2% +1.0% -3.3% -3.4%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 8,664 1,278 1,291 1,041 731.7 200 May 7, 2024 J-GAAP
Mar, 2025 8,668 1,144 1,157 800 562.2 200 May 7, 2025 J-GAAP
Mar, 2026 Guidance 8,900 1,110 1,130 760 533.9 150 May 7, 2025 J-GAAP
YoY +2.7% -3.0% -2.3% -5.0% -5.0%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Jul - Sep, 2024 1,979 167 169 121 85.3 8.4 Nov 5, 2024 J-GAAP
Oct - Dec, 2024 2,427 398 403 279 196.3 16.4 Feb 5, 2025 J-GAAP
Jan - Mar, 2025 2,344 376 379 259 182.0 16.0 May 7, 2025 J-GAAP
Apr - Jun, 2025 1,923 157 165 116 81.9 8.2 Aug 6, 2025 J-GAAP
Jul - Sep, 2025 1,971 170 175 124 87.3 8.6 Nov 4, 2025 J-GAAP
YoY -0.4% +1.8% +3.6% +2.5% +2.3%

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