kabutan

Arisawa Mfg, First Half Ordinary Profit Decreases by 26%, Jul-Sep Ordinary Profit Decreases by 25%

Thu Nov 6, 2025 4:00 pm JST Earnings

5208 Arisawa Mfg. Co.,Ltd. 【J-GAAP】

Earnings Report

Arisawa Mfg. Co.,Ltd. <5208> [TSE Prime] announced its financial results after the market closed on November 6th (16:00). The consolidated ordinary profit for the cumulative second quarter of the fiscal year ending March 2026 (April to September) decreased 26.2% from the same period last year to 2.15 billion yen. Progress toward the full-year plan of 4.50 billion yen was 47.9%, almost the same as the five-year average of 50.1%.

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 nearly flat at 2.34 billion yen, down 0.2% from the same period last year.

In the most recent three-month period, from July to September (2Q), the consolidated ordinary profit decreased to 1.18 billion yen, a 24.9% decrease compared to the same period last year. The operating profit margin decreased from 12.7% in the same period last year to 11.2%.

Kabutan News

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 19,895 169 218 563 17.0 14.7 Nov 9, 2023 J-GAAP
Apr - Sep, 2024 25,172 2,734 2,917 2,122 63.9 55.4 Nov 7, 2024 J-GAAP
Apr - Sep, 2025 26,537 2,454 2,154 1,562 47.0 47.9 Nov 6, 2025 J-GAAP
YoY +5.4% -10.2% -26.2% -26.4% -26.5%

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 24,600 2,100 2,200 1,500 45.1 44 May 7, 2025 J-GAAP
Apr - Sep, 2025 Results 26,537 2,454 2,154 1,562 47.0 44 Nov 6, 2025 J-GAAP
Revision Rate +7.9% +16.9% -2.1% +4.1% +4.2%

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 24,643 2,159 2,350 1,847 55.6 54 May 7, 2025 J-GAAP
Oct - Mar, 2025 Guidance 24,863 2,046 2,346 1,638 49.2 44 Nov 6, 2025 J-GAAP
YoY +0.9% -5.2% -0.2% -11.3% -11.5%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 42,114 1,483 1,488 1,639 49.5 60 May 9, 2024 J-GAAP
Mar, 2025 49,815 4,893 5,267 3,969 119.5 96 May 7, 2025 J-GAAP
Mar, 2026 Guidance 51,400 4,500 4,500 3,200 96.2 88 May 7, 2025 J-GAAP
YoY +3.2% -8.0% -14.6% -19.4% -19.5%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Jul - Sep, 2024 13,092 1,665 1,573 1,152 34.7 12.7 Nov 7, 2024 J-GAAP
Oct - Dec, 2024 12,610 1,078 1,172 882 26.6 8.5 Feb 6, 2025 J-GAAP
Jan - Mar, 2025 12,033 1,081 1,178 965 29.1 9.0 May 7, 2025 J-GAAP
Apr - Jun, 2025 12,634 902 972 728 21.9 7.1 Aug 7, 2025 J-GAAP
Jul - Sep, 2025 13,903 1,552 1,182 834 25.1 11.2 Nov 6, 2025 J-GAAP
YoY +6.2% -6.8% -24.9% -27.6% -27.7%

Related Articles