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MIE, First Half Ordinary Profit Unexpectedly Revised Upward by 4%
3442 MIE CORPORATION CO., LTD 【J-GAAP】
Earnings ReportMIE CORPORATION CO., LTD <3442> [NSE Main] announced its financial results in the afternoon session on November 7th (15:00). The consolidated ordinary profit for the cumulative second quarter of the fiscal year ending March 2026 (April to September) increased 3.6% from the same period last year, reaching 261 million yen, resulting in an increase in profits compared to the previous forecast of a 2.8% decrease.
Progress toward the full-year plan of 490 million yen was 53.3%, also surpassing the five-year average of 44.7%.
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 21.3% from the same period last year to 229 million yen.
In the most recent three-month period, from July to September (2Q), the consolidated ordinary profit decreased to 113 million yen, a 5.0% decrease compared to the same period last year. However, the operating profit margin remained almost flat, changing from 7.4% in the same period last year to 7.6%.
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Actual Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Progress Rate vs. First Half | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Apr - Sep, 2023 | 3,361 | 294 | 274 | 178 | 148.4 | 51.1 | Nov 10, 2023 | J-GAAP |
| Apr - Sep, 2024 | 3,464 | 270 | 252 | 175 | 146.0 | 46.4 | Nov 8, 2024 | J-GAAP |
| Apr - Sep, 2025 | 3,434 | 284 | 261 | 179 | 149.0 | 53.3 | Nov 7, 2025 | J-GAAP |
| YoY | -0.9% | +5.2% | +3.6% | +2.3% | +2.1% |
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 | 3,550 | 265 | 245 | 170 | 141.3 | 0 | May 13, 2025 | J-GAAP |
| Apr - Sep, 2025 Results | 3,434 | 284 | 261 | 179 | 149.0 | 0 | Nov 7, 2025 | J-GAAP |
| Revision Rate | -3.3% | +7.2% | +6.5% | +5.3% | +5.5% |
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 | 3,634 | 316 | 291 | 204 | 169.6 | 20 | May 13, 2025 | J-GAAP |
| Oct - Mar, 2025 Guidance | 3,666 | 246 | 229 | 161 | 133.8 | 20 | Nov 7, 2025 | J-GAAP |
| YoY | +0.9% | -22.2% | -21.3% | -21.1% | -21.1% |
Current Period Guidance
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Mar, 2024 | 6,811 | 565 | 536 | 372 | 309.5 | 20 | May 10, 2024 | J-GAAP |
| Mar, 2025 | 7,098 | 586 | 543 | 379 | 315.1 | 20 | May 13, 2025 | J-GAAP |
| Mar, 2026 Guidance | 7,100 | 530 | 490 | 340 | 282.5 | 20 | May 13, 2025 | J-GAAP |
| YoY | +0.0% | -9.6% | -9.8% | -10.3% | -10.3% |
Quarterly Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Operating Profit Margin | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Jul - Sep, 2024 | 1,813 | 134 | 119 | 78 | 65.1 | 7.4 | Nov 8, 2024 | J-GAAP |
| Oct - Dec, 2024 | 1,838 | 156 | 153 | 104 | 86.4 | 8.5 | Feb 7, 2025 | J-GAAP |
| Jan - Mar, 2025 | 1,796 | 160 | 138 | 100 | 83.1 | 8.9 | May 13, 2025 | J-GAAP |
| Apr - Jun, 2025 | 1,753 | 156 | 148 | 102 | 84.9 | 8.9 | Aug 8, 2025 | J-GAAP |
| Jul - Sep, 2025 | 1,681 | 128 | 113 | 77 | 64.1 | 7.6 | Nov 7, 2025 | J-GAAP |
| YoY | -7.3% | -4.5% | -5.0% | -1.3% | -1.5% |
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