YAMAE GROUP, First Half Ordinary Profit Decreases by 5%, Jul-Sep Ordinary Profit Decreases by 23%
7130 YAMAE GROUP HOLDINGS CO.,LTD. 【J-GAAP】
Earnings ReportYAMAE GROUP HOLDINGS CO.,LTD. <7130> [TSE Prime] announced its financial results in the afternoon session on November 5th (14:30). The consolidated ordinary profit for the cumulative second quarter of the fiscal year ending March 2026 (April to September) decreased 4.8% from the same period last year to 7.20 billion yen. Progress toward the full-year plan of 20.0 billion yen was 36.0%, almost the same as the five-year average of 38.8%.
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 grow 27.9% from the same period last year, reaching 12.7 billion yen.
In the most recent three-month period, from July to September (2Q), the consolidated ordinary profit decreased to 3.69 billion yen, a 23.1% decrease compared to the same period last year. The operating profit margin remained almost flat, changing from 1.5% in the same period last year to 1.4%.
Kabutan News
Actual Performance and Financial Trends
| Fiscal Year | Revenue | Operating Profit |
Ordinary Profit |
Net Profit |
Adj. EPS |
Progress Rate vs. First Half |
Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
|
|
309,091M | 6,598M | 6,955M | 3,944M | 166.5 | 47.1 | Nov 10, 2023 | J-GAAP |
|
|
479,766M | 6,007M | 7,570M | 4,199M | 151.6 | 43.1 | Nov 6, 2024 | J-GAAP |
|
|
508,798M | 7,086M | 7,207M | 3,300M | 119.0 | 36.0 | Nov 5, 2025 | J-GAAP |
| YoY | +6.1% | +18.0% | -4.8% | -21.4% | -21.5% |
| Fiscal Year | Revenue | Operating Profit |
Ordinary Profit |
Net Profit |
Adj. EPS |
Adj. Dividend |
Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Apr - Sep, 2025 Guidance | 500,000M | 6,500M | 7,000M | 3,500M | 126.1 | － | May 9, 2025 | J-GAAP |
| Apr - Sep, 2025 Results | 508,798M | 7,086M | 7,207M | 3,300M | 119.0 | － | Nov 5, 2025 | J-GAAP |
| Revision Rate | +1.8% | +9.0% | +3.0% | -5.7% | -5.6% |
Current Period Guidance
| Fiscal Year | Revenue | Operating Profit |
Ordinary Profit |
Net Profit |
Adj. EPS |
Adj. Dividend |
Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
|
|
527,148M | 9,774M | 9,999M | 4,341M | 156.7 | 70 | May 9, 2025 | J-GAAP |
|
Guidance
Oct - Mar, 2025
|
551,202M | 11,914M | 12,793M | 6,700M | 241.3 | 70 | Nov 5, 2025 | J-GAAP |
| YoY | +4.6% | +21.9% | +27.9% | +54.3% | +54.0% |
| Fiscal Year | Revenue | Operating Profit |
Ordinary Profit |
Net Profit |
Adj. EPS |
Adj. Dividend |
Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
|
|
712,717M | 13,919M | 14,757M | 8,456M | 347.3 | 60 | May 10, 2024 | J-GAAP |
|
|
1,006,914M | 15,781M | 17,569M | 8,540M | 308.2 | 70 | May 9, 2025 | J-GAAP |
|
Guidance
Mar, 2026
|
1,060,000M | 19,000M | 20,000M | 10,000M | 360.2 | 70 | May 9, 2025 | J-GAAP |
| YoY | +5.3% | +20.4% | +13.8% | +17.1% | +16.9% |
Quarterly Results
| Fiscal Year | Revenue | Operating Profit |
Ordinary Profit |
Net Profit |
Adj. EPS |
Operating Profit Margin |
Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
|
|
240,006M | 3,641M | 4,805M | 3,241M | 117.0 | 1.5 | Nov 6, 2024 | J-GAAP |
|
|
271,888M | 5,086M | 5,119M | 2,756M | 99.5 | 1.9 | Feb 7, 2025 | J-GAAP |
|
|
255,260M | 4,688M | 4,880M | 1,585M | 57.2 | 1.8 | May 9, 2025 | J-GAAP |
|
|
256,297M | 3,480M | 3,511M | 1,466M | 52.9 | 1.4 | Aug 6, 2025 | J-GAAP |
|
|
252,501M | 3,606M | 3,696M | 1,834M | 66.1 | 1.4 | Nov 5, 2025 | J-GAAP |
| YoY | +5.2% | -1.0% | -23.1% | -43.4% | -43.5% |
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