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ARAYA INDUSTRIAL, Ordinary Profit Forecast for the Fiscal Year Revised Downward by 32%

Fri Nov 7, 2025 4:30 pm JST Earnings

7305 ARAYA INDUSTRIAL CO.,LTD. 【J-GAAP】

Earnings Report

ARAYA INDUSTRIAL CO.,LTD. <7305> [TSE Std] announced its financial results after the market closed on November 7th (16:30). The consolidated ordinary profit for the cumulative second quarter of the fiscal year ending March 2026 (April to September) increased 14.3% from the same period last year, reaching 1.05 billion yen.

However, the full-year forecast for consolidated ordinary profit has decreased 32.3%, from the previous forecast of 3.10 billion yen to 2.10 billion yen (compared to 1.90 billion yen in the previous period), leading to a reduction in the profit growth rate from 62.7% to 10.2%.

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 grow 6.4% from the same period last year, reaching 1.04 billion yen.

In the most recent three-month period, from July to September (2Q), the consolidated ordinary profit decreased to 0.31 billion yen, a 22.1% decrease compared to the same period last year. The operating profit margin worsened from 4.0% 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 22,362 1,131 1,496 978 175.8 58.5 Nov 10, 2023 J-GAAP
Apr - Sep, 2024 21,510 763 923 685 123.2 48.5 Nov 8, 2024 J-GAAP
Apr - Sep, 2025 19,850 877 1,055 589 123.7 50.2 Nov 7, 2025 J-GAAP
YoY -7.7% +14.9% +14.3% -14.0% +0.4%

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 22,800 1,500 1,600 1,100 230.7 100 May 13, 2025 J-GAAP
Apr - Sep, 2025 Results 19,850 877 1,055 589 123.7 100 Nov 7, 2025 J-GAAP
Revision Rate -12.9% -41.5% -34.1% -46.5% -46.4%

Guidance Update

Full Year Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2026 Prev 45,600 2,900 3,100 2,100 440.5 300 May 13, 2025 J-GAAP
Mar, 2026 New 40,000 1,800 2,100 1,500 314.7 300 Nov 7, 2025 J-GAAP
Revision Rate -12.3% -37.9% -32.3% -28.6% -28.6%

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 21,335 878 982 1,443 265.6 200 May 13, 2025 J-GAAP
Oct - Mar, 2025 Guidance 20,150 923 1,045 911 191.1 200 Nov 7, 2025 J-GAAP
YoY -5.6% +5.1% +6.4% -36.9% -28.1%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 44,556 2,053 2,558 1,691 303.9 155 May 14, 2024 J-GAAP
Mar, 2025 42,845 1,641 1,905 2,128 391.7 300 May 13, 2025 J-GAAP
Mar, 2026 Guidance 40,000 1,800 2,100 1,500 314.7 300 Nov 7, 2025 J-GAAP
YoY -6.6% +9.7% +10.2% -29.5% -19.7%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Jul - Sep, 2024 10,641 422 408 280 50.4 4.0 Nov 8, 2024 J-GAAP
Oct - Dec, 2024 11,000 636 823 556 100.0 5.8 Feb 10, 2025 J-GAAP
Jan - Mar, 2025 10,335 242 159 887 163.3 2.3 May 13, 2025 J-GAAP
Apr - Jun, 2025 10,296 607 737 387 81.3 5.9 Aug 8, 2025 J-GAAP
Jul - Sep, 2025 9,554 270 318 202 42.4 2.8 Nov 7, 2025 J-GAAP
YoY -10.2% -36.0% -22.1% -27.9% -15.8%

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