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MARUBUN, Ordinary Profit Forecast for the Fiscal Year Revised Upward by 16%

Tue Nov 4, 2025 4:00 pm JST Earnings

7537 MARUBUN CORPORATION 【J-GAAP】

Earnings Report

MARUBUN CORPORATION <7537> [TSE Prime] announced its financial results after the market closed on November 4th (16:00). The consolidated ordinary profit for the cumulative second quarter of the fiscal year ending March 2026 (April to September) dropped 43.5% from the same period last year to 1.75 billion yen.

However, the full-year forecast for consolidated ordinary profit has been revised upward 16.3%, from the previous forecast of 4.30 billion yen to 5.00 billion yen (compared to 6.34 billion yen in the previous period), and the declining rate is expected to decrease from 32.2% to 21.2%.

Based on the first-half performance announced by the company and the full-year plan, our calculation indicates that the consolidated ordinary profit for the October to March period (second half) is expected to nearly flat at 3.24 billion yen, up 0.3% from the same period last year.

In the most recent three-month period, from July to September (2Q), the consolidated ordinary profit significantly dropped to 0.52 billion yen, a 78.6% decrease compared to the same period last year. However, the operating profit margin improved from 3.4% in the same period last year to 3.7%.

Kabutan News

Actual Performance and Financial Trends

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
123,729M 7,342M 2,080M 1,137M 43.5 37.0 Oct 31, 2023 J-GAAP
Apr - Sep, 2024
98,583M 4,360M 3,113M 2,134M 81.6 47.6 Oct 31, 2024 J-GAAP
Apr - Sep, 2025
102,697M 2,727M 1,759M 985M 37.7 35.2 Nov 4, 2025 J-GAAP
YoY +4.2% -37.5% -43.5% -53.8% -53.8%
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 95,000M 1,700M 700M 300M 11.5 25 May 9, 2025 J-GAAP
Apr - Sep, 2025 Results 102,697M 2,727M 1,759M 985M 37.7 25 Nov 4, 2025 J-GAAP
Revision Rate +8.1% +60.4% +151.3% +228.3% +228.7%

Guidance Update

Full Year Update
Fiscal Year Revenue Operating
Profit
Ordinary
Profit
Net
Profit
Adj.
EPS
Adj.
Dividend
Announce Accounting
Standards
Mar, 2026 Prev 206,000M 6,300M 4,300M 2,500M 95.3 50 May 9, 2025 J-GAAP
Mar, 2026 New 210,000M 7,000M 5,000M 3,000M 114.3 50 Nov 4, 2025 J-GAAP
Revision Rate +1.9% +11.1% +16.3% +20.0% +20.0%

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
112,254M 4,795M 3,428M 2,275M 87.0 41 May 9, 2025 J-GAAP
Guidance
Oct - Mar, 2025
107,303M 4,273M 3,241M 2,015M 76.8 25 Nov 4, 2025 J-GAAP
YoY -4.4% -10.9% -5.5% -11.4% -11.7%
Current Period Guidance
Fiscal Year Revenue Operating
Profit
Ordinary
Profit
Net
Profit
Adj.
EPS
Adj.
Dividend
Announce Accounting
Standards
Mar, 2024
236,490M 12,984M 5,627M 3,401M 130.1 52 May 10, 2024 J-GAAP
Mar, 2025
210,837M 9,155M 6,541M 4,409M 168.5 66 May 9, 2025 J-GAAP
Guidance
Mar, 2026
210,000M 7,000M 5,000M 3,000M 114.3 50 Nov 4, 2025 J-GAAP
YoY -0.4% -23.5% -23.6% -32.0% -32.2%

Quarterly Results

Fiscal Year Revenue Operating
Profit
Ordinary
Profit
Net
Profit
Adj.
EPS
Operating
Profit Margin
Announce Accounting
Standards
Jul - Sep, 2024
47,795M 1,617M 2,446M 1,639M 62.7 3.4 Oct 31, 2024 J-GAAP
Oct - Dec, 2024
53,370M 2,425M -258M -274M -10.5 4.5 Feb 7, 2025 J-GAAP
Jan - Mar, 2025
58,884M 2,370M 3,686M 2,549M 97.4 4.0 May 9, 2025 J-GAAP
Apr - Jun, 2025
49,884M 757M 1,235M 625M 23.9 1.5 Aug 1, 2025 J-GAAP
Jul - Sep, 2025
52,813M 1,970M 524M 360M 13.8 3.7 Nov 4, 2025 J-GAAP
YoY +10.5% +21.8% -78.6% -78.0% -78.0%