ASAHI Net, First Half Ordinary Profit Decreases by 19%, Jul-Sep Ordinary Profit Decreases by 18%

Fri Nov 7, 2025 3:30 pm JST Earnings

3834 ASAHI Net, Inc. 【J-GAAP】

ASAHI Net, Inc. <3834> [TSE Prime] announced its financial results after the market closed on November 7th (15:30). The ordinary profit (non-consolidated) for the cumulative second quarter of the fiscal year ending March 2026 (April to September) decreased 19.4% from the same period last year to 1.02 billion yen. Progress toward the full-year plan of 2.37 billion yen was 43.4%, also falling below the five-year average of 48.7%.

Based on the first-half performance announced by the company and the unchanged full-year plan, our calculation indicates that the ordinary profit for the October to March period (second half) is expected to grow 23.3% from the same period last year, reaching 1.34 billion yen.

In the most recent three-month period, from July to September (2Q), the ordinary profit decreased to 0.51 billion yen, an 18.3% decrease compared to the same period last year. The operating profit margin decreased from 19.3% in the same period last year to 15.2%.

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Actual Performance and Financial Trends

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	6,043M	843M	853M	555M	20.0	43.0	Nov 7, 2023	J-GAAP
Apr - Sep, 2024	6,496M	1,265M	1,276M	977M	36.1	54.0	Nov 7, 2024	J-GAAP
Apr - Sep, 2025	6,725M	1,017M	1,029M	725M	27.7	43.4	Nov 7, 2025	J-GAAP
YoY	+3.5%	-19.6%	-19.4%	-25.8%	-23.2%

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	ー	ー	ー	ー	－	12.50	May 9, 2025	J-GAAP
Apr - Sep, 2025 Results	6,725M	1,017M	1,029M	725M	27.7	12.50	Nov 7, 2025	J-GAAP
Revision Rate	－	－	－	－	－

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	6,582M	1,080M	1,088M	775M	28.8	12.50	May 9, 2025	J-GAAP
Guidance Oct - Mar, 2025	6,775M	1,333M	1,341M	934M	36.0	12.50	Nov 7, 2025	J-GAAP
YoY	+2.9%	+23.4%	+23.3%	+20.5%	+25.4%

Current Period Guidance

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Mar, 2024	12,217M	1,965M	1,986M	1,289M	46.5	23	May 9, 2024	J-GAAP
Mar, 2025	13,078M	2,345M	2,364M	1,752M	65.0	24.50	May 9, 2025	J-GAAP
Guidance Mar, 2026	13,500M	2,350M	2,370M	1,659M	64.0	25	May 9, 2025	J-GAAP
YoY	+3.2%	+0.2%	+0.3%	-5.3%	-1.5%

Quarterly Results

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Operating Profit Margin	Announce	Accounting Standards
Jul - Sep, 2024	3,265M	629M	633M	432M	16.0	19.3	Nov 7, 2024	J-GAAP
Oct - Dec, 2024	3,276M	565M	565M	391M	14.5	17.2	Feb 13, 2025	J-GAAP
Jan - Mar, 2025	3,306M	515M	523M	384M	14.2	15.6	May 9, 2025	J-GAAP
Apr - Jun, 2025	3,360M	504M	512M	362M	13.8	15.0	Aug 8, 2025	J-GAAP
Jul - Sep, 2025	3,365M	513M	517M	363M	13.9	15.2	Nov 7, 2025	J-GAAP
YoY	+3.1%	-18.4%	-18.3%	-16.0%	-13.1%

ASAHI Net, First Half Ordinary Profit Decreases by 19%, Jul-Sep Ordinary Profit Decreases by 18%

Actual Performance and Financial Trends

Current Period Guidance

Quarterly Results

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