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Yasuda Logistics, First Half Ordinary Profit Increases by 26%

Wed Nov 5, 2025 3:00 pm JST Earnings

9324 Yasuda Logistics corporation 【J-GAAP】

Earnings Report

Yasuda Logistics corporation <9324> [TSE Prime] announced its financial results in the afternoon session on November 5th (15:00). The consolidated ordinary profit for the cumulative second quarter of the fiscal year ending March 2026 (April to September) increased 25.9% from the same period last year, reaching 2.67 billion yen, exceeded the previous forecast of 2.20 billion yen.

Progress toward the full-year plan of 5.00 billion yen was 53.5%, also surpassing the five-year average of 48.8%.

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 decrease 18.5% from the same period last year to 2.32 billion yen.

In the most recent three-month period, from July to September (2Q), the consolidated ordinary profit grew 19.5% from the same period last year, reaching 1.67 billion yen. The operating profit margin improved from 4.8% in the same period last year to 5.2%.

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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 32,896 1,118 1,863 1,176 40.6 47.1 Nov 2, 2023 J-GAAP
Apr - Sep, 2024 36,162 1,452 2,126 1,355 46.8 42.7 Nov 1, 2024 J-GAAP
Apr - Sep, 2025 40,196 2,007 2,677 1,739 60.0 53.5 Nov 5, 2025 J-GAAP
YoY +11.2% +38.2% +25.9% +28.3% +28.3%

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 39,000 1,600 2,200 1,500 51.8 29 May 7, 2025 J-GAAP
Apr - Sep, 2025 Results 40,196 2,007 2,677 1,739 60.0 29 Nov 5, 2025 J-GAAP
Revision Rate +3.1% +25.4% +21.7% +15.9% +15.9%

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 38,953 2,063 2,851 1,447 50.0 20 May 7, 2025 J-GAAP
Oct - Mar, 2025 Guidance 37,804 1,693 2,323 1,561 53.9 29 Nov 5, 2025 J-GAAP
YoY -2.9% -17.9% -18.5% +7.9% +7.8%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 67,384 2,644 3,953 2,306 79.6 28 May 7, 2024 J-GAAP
Mar, 2025 75,115 3,515 4,977 2,802 96.8 35 May 7, 2025 J-GAAP
Mar, 2026 Guidance 78,000 3,700 5,000 3,300 113.9 58 May 7, 2025 J-GAAP
YoY +3.8% +5.3% +0.5% +17.8% +17.7%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Jul - Sep, 2024 18,514 881 1,399 946 32.7 4.8 Nov 1, 2024 J-GAAP
Oct - Dec, 2024 19,051 1,115 1,202 703 24.3 5.9 Feb 4, 2025 J-GAAP
Jan - Mar, 2025 19,902 948 1,649 744 25.7 4.8 May 7, 2025 J-GAAP
Apr - Jun, 2025 20,457 981 1,005 616 21.3 4.8 Aug 4, 2025 J-GAAP
Jul - Sep, 2025 19,739 1,026 1,672 1,123 38.8 5.2 Nov 5, 2025 J-GAAP
YoY +6.6% +16.5% +19.5% +18.7% +18.6%

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