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Oji Holdings, Ordinary Profit Forecast for the Fiscal Year Revised Downward by 42%

Fri Nov 7, 2025 1:00 pm JST Earnings

3861 Oji Holdings Corporation 【J-GAAP】

Earnings Report

Oji Holdings Corporation <3861> [TSE Prime] announced its financial results in the afternoon session on November 7th (13:00). The consolidated ordinary profit for the cumulative second quarter of the fiscal year ending March 2026 (April to September) significantly dropped 77.7% from the same period last year to 8.78 billion yen.

In addition, the full-year forecast for consolidated ordinary profit has decreased 41.7%, from the previous forecast of 60.0 billion yen to 35.0 billion yen (compared to 68.5 billion yen in the previous period), leading to an increase in the profit decline rate from 12.5% to 49.0%.

Based on the first-half performance announced by the company and the full-year plan, our calculation indicates that the consolidated ordinary profit for the October to March period (second half) is expected to decrease 10.2% from the same period last year to 26.2 billion yen.

In the most recent three-month period, from July to September (2Q), the consolidated ordinary profit decreased to 12.3 billion yen, a 17.6% decrease compared to the same period last year. The operating profit margin worsened from 4.7% in the same period last year to 2.8%.

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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 847,093 38,821 50,825 31,641 31.9 59.1 Nov 7, 2023 J-GAAP
Apr - Sep, 2024 922,887 37,187 39,367 24,289 24.7 57.4 Nov 7, 2024 J-GAAP
Apr - Sep, 2025 914,984 16,731 8,787 10,920 11.9 25.1 Nov 7, 2025 J-GAAP
YoY -0.9% -55.0% -77.7% -55.0% -52.0%

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 915,000 16,700 8,800 10,900 11.9 18 Oct 30, 2025 J-GAAP
Apr - Sep, 2025 Results 914,984 16,731 8,787 10,920 11.9 18 Nov 7, 2025 J-GAAP
Revision Rate 0.0% +0.2% -0.1% +0.2% -0.8%

Guidance Update

Full Year Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2026 Prev 1,900,000 75,000 60,000 65,000 71.6 36 May 13, 2025 J-GAAP
Mar, 2026 New 1,850,000 45,000 35,000 50,000 55.1 36 Nov 7, 2025 J-GAAP
Revision Rate -2.6% -40.0% -41.7% -23.1% -23.1%

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 926,377 30,499 29,201 21,882 22.4 12 May 13, 2025 J-GAAP
Oct - Mar, 2025 Guidance 935,016 28,269 26,213 39,080 43.1 18 Nov 7, 2025 J-GAAP
YoY +0.9% -7.3% -10.2% +78.6% +91.9%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 1,696,268 72,600 85,987 50,812 51.3 16 May 14, 2024 J-GAAP
Mar, 2025 1,849,264 67,686 68,568 46,171 47.3 24 May 13, 2025 J-GAAP
Mar, 2026 Guidance 1,850,000 45,000 35,000 50,000 55.1 36 Nov 7, 2025 J-GAAP
YoY +0.0% -33.5% -49.0% +8.3% +16.4%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Jul - Sep, 2024 484,790 22,661 14,977 6,570 6.7 4.7 Nov 7, 2024 J-GAAP
Oct - Dec, 2024 460,844 19,922 23,715 26,003 26.5 4.3 Feb 10, 2025 J-GAAP
Jan - Mar, 2025 465,533 10,577 5,486 -4,121 -4.2 2.3 May 13, 2025 J-GAAP
Apr - Jun, 2025 457,442 3,703 -3,554 -5,157 -5.6 0.8 Aug 4, 2025 J-GAAP
Jul - Sep, 2025 457,542 13,028 12,341 16,077 17.5 2.8 Nov 7, 2025 J-GAAP
YoY -5.6% -42.5% -17.6% +144.7% +161.6%

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