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Rengo, Jul-Sep (2Q) Ordinary Profit Increases by 11%, Current Fiscal Year Dividend Revised Upward by 10 Yen

Thu Nov 6, 2025 1:00 pm JST Earnings

3941 Rengo Co., Ltd. 【J-GAAP】

Earnings Report

Rengo Co., Ltd. <3941> [TSE Prime] announced its financial results in the afternoon session on November 6th (13:00). The consolidated ordinary profit for the cumulative second quarter of the fiscal year ending March 2026 (April to September) decreased 8.4% from the same period last year to 20.0 billion yen. Progress toward the full-year plan of 40.0 billion yen was 50.1%, below the five-year average of 56.3%.

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 15.3% from the same period last year, reaching 19.9 billion yen.

At the same time, the company has significantly increased its planned annual dividend for the current fiscal year from the original plan of 30 yen to 40 yen (compared to 30 yen in the previous period).

In the most recent three-month period, from July to September (2Q), the consolidated ordinary profit grew 11.0% from the same period last year, reaching 9.55 billion yen. The operating profit margin improved from 3.1% in the same period last year to 3.9%.

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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 452,874 25,675 27,461 18,409 74.3 57.2 Nov 2, 2023 J-GAAP
Apr - Sep, 2024 495,134 19,798 21,871 18,883 76.2 55.8 Nov 1, 2024 J-GAAP
Apr - Sep, 2025 497,220 19,974 20,037 11,033 44.5 50.1 Nov 6, 2025 J-GAAP
YoY +0.4% +0.9% -8.4% -41.6% -41.6%

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 502,000 20,000 20,000 12,000 48.4 15 May 9, 2025 J-GAAP
Apr - Sep, 2025 Results 497,220 19,974 20,037 11,033 44.5 20 Nov 6, 2025 J-GAAP
Revision Rate -1.0% -0.1% +0.2% -8.1% -8.1%

Guidance Update

Full Year Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2026 Prev 1,005,000 40,000 40,000 24,000 96.8 30 May 9, 2025 J-GAAP
Mar, 2026 New 1,005,000 40,000 40,000 24,000 96.8 40 Nov 6, 2025 J-GAAP
Revision Rate 0.0% 0.0% 0.0% 0.0% 0.0%

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 498,117 17,610 17,307 10,096 40.7 15 May 9, 2025 J-GAAP
Oct - Mar, 2025 Guidance 507,780 20,026 19,963 12,967 52.3 20 Nov 6, 2025 J-GAAP
YoY +1.9% +13.7% +15.3% +28.4% +28.3%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 900,791 48,855 47,984 33,025 133.3 30 May 10, 2024 J-GAAP
Mar, 2025 993,251 37,408 39,178 28,979 116.9 30 May 9, 2025 J-GAAP
Mar, 2026 Guidance 1,005,000 40,000 40,000 24,000 96.8 40 Nov 6, 2025 J-GAAP
YoY +1.2% +6.9% +2.1% -17.2% -17.3%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Jul - Sep, 2024 250,619 7,680 8,610 4,885 19.7 3.1 Nov 1, 2024 J-GAAP
Oct - Dec, 2024 246,352 13,566 13,406 7,469 30.1 5.5 Feb 4, 2025 J-GAAP
Jan - Mar, 2025 251,765 4,044 3,901 2,627 10.6 1.6 May 9, 2025 J-GAAP
Apr - Jun, 2025 249,399 10,375 10,483 6,002 24.2 4.2 Aug 5, 2025 J-GAAP
Jul - Sep, 2025 247,821 9,599 9,554 5,031 20.3 3.9 Nov 6, 2025 J-GAAP
YoY -1.1% +25.0% +11.0% +3.0% +2.9%

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