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ARIAKE JAPAN, First Half Ordinary Profit Increases by 70%, Current Fiscal Year Dividend Revised Upward by 50 Yen

Fri Nov 7, 2025 10:00 am JST Earnings

2815 ARIAKE JAPAN Co.,Ltd. 【J-GAAP】

Earnings Report

ARIAKE JAPAN Co.,Ltd. <2815> [TSE Prime] announced its financial results in the morning on November 7th (10:00). The consolidated ordinary profit for the cumulative second quarter of the fiscal year ending March 2026 (April to September) expanded 5.91 billion yen, an increase 70.3% compared to the same period last year. However, Progress toward the full-year plan of 12.9 billion yen was 45.8%, almost the same as the five-year average of 43.0%.

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 18.1% from the same period last year to 6.98 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 130 yen to 180 yen (compared to 130 yen in the previous period).

In the most recent three-month period, from July to September (2Q), the consolidated ordinary profit surged 4.7 times that of the same period last year, reaching 2.65 billion yen. The operating profit margin rose from 15.5% in the same period last year to 15.8%.

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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 27,873 3,713 4,921 3,315 104.1 45.9 Nov 10, 2023 J-GAAP
Apr - Sep, 2024 31,515 4,724 3,472 2,094 65.8 28.9 Nov 8, 2024 J-GAAP
Apr - Sep, 2025 31,278 5,106 5,912 4,127 129.6 45.8 Nov 7, 2025 J-GAAP
YoY -0.8% +8.1% +70.3% +97.1% +97.0%

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 32,212 5,865 6,192 4,002 125.7 20 May 9, 2025 J-GAAP
Apr - Sep, 2025 Results 31,278 5,106 5,912 4,127 129.6 60 Nov 7, 2025 J-GAAP
Revision Rate -2.9% -12.9% -4.5% +3.1% +3.1%

Guidance Update

Full Year Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2026 Prev 67,110 12,220 12,900 8,700 273.2 130 May 9, 2025 J-GAAP
Mar, 2026 New 67,110 12,220 12,900 8,700 273.2 180 Nov 7, 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 33,885 6,393 8,529 6,112 191.9 110 May 9, 2025 J-GAAP
Oct - Mar, 2025 Guidance 35,832 7,114 6,988 4,573 143.6 120 Nov 7, 2025 J-GAAP
YoY +5.7% +11.3% -18.1% -25.2% -25.2%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 59,981 8,662 10,712 7,353 230.9 110 May 10, 2024 J-GAAP
Mar, 2025 65,400 11,117 12,001 8,206 257.7 130 May 9, 2025 J-GAAP
Mar, 2026 Guidance 67,110 12,220 12,900 8,700 273.2 180 Nov 7, 2025 J-GAAP
YoY +2.6% +9.9% +7.5% +6.0% +6.0%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Jul - Sep, 2024 16,226 2,507 560 280 8.8 15.5 Nov 8, 2024 J-GAAP
Oct - Dec, 2024 17,355 3,449 5,418 3,916 123.0 19.9 Feb 7, 2025 J-GAAP
Jan - Mar, 2025 16,530 2,944 3,111 2,196 69.0 17.8 May 9, 2025 J-GAAP
Apr - Jun, 2025 15,408 2,606 3,256 2,351 73.9 16.9 Aug 8, 2025 J-GAAP
Jul - Sep, 2025 15,870 2,500 2,656 1,776 55.8 15.8 Nov 7, 2025 J-GAAP
YoY -2.2% -0.3% +374.3% +534.3% +534.5%

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