kabutan

PAPYLESS, First Half Ordinary Profit Turns to Profit, Jul-Sep Ordinary Profit Turns to Profit

Mon Nov 10, 2025 3:30 pm JST Earnings

3641 PAPYLESS CO.,Ltd. 【J-GAAP】

Earnings Report

PAPYLESS CO.,Ltd. <3641> [TSE Std] announced its financial results after the market closed on November 10th (15:30). The consolidated ordinary profit/loss for the cumulative second quarter of the fiscal year ending March 2026 (April to September) turned into a profit of 200 million yen (compared to a loss of 180 million yen in the same period last year). However, Progress toward the full-year plan of 492 million yen was 40.7%, also falling below the five-year average of 49.0%.

Based on the first-half performance announced by the company and the unchanged full-year plan, our calculation indicates that the consolidated ordinary profit/loss for the October to March period (second half) is expected to turn into a profit of 292 million yen (compared to a loss of 103 million yen in the same period last year).

In the most recent three-month period, from July to September (2Q), the consolidated ordinary profit/loss turned to a profit of 152 million yen (compared to a loss of 508 million yen in the same period last year). The operating profit/loss margin drastically improved from -5.2% in the same period last year to 0.9%.

Kabutan News

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 8,978 13 214 43 4.4 39.3 Nov 10, 2023 J-GAAP
Apr - Sep, 2024 8,171 -84 -180 -212 -21.5 ー Nov 8, 2024 J-GAAP
Apr - Sep, 2025 7,457 154 200 63 7.4 40.7 Nov 10, 2025 J-GAAP
YoY -8.7% － － － －

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 7,656 181 209 62 7.2 0 May 15, 2025 J-GAAP
Apr - Sep, 2025 Results 7,457 154 200 63 7.4 0 Nov 10, 2025 J-GAAP
Revision Rate -2.6% -14.9% -4.3% +1.6% +2.6%

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 7,597 -225 -103 48 5.0 10 May 15, 2025 J-GAAP
Oct - Mar, 2025 Guidance 7,908 281 292 156 18.0 10 Nov 10, 2025 J-GAAP
YoY +4.1% － － +225.0% +263.7%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 17,175 255 544 217 22.0 10 May 15, 2024 J-GAAP
Mar, 2025 15,768 -309 -283 -164 -17.0 10 May 15, 2025 J-GAAP
Mar, 2026 Guidance 15,365 435 492 219 25.3 10 May 15, 2025 J-GAAP
YoY -2.6% － － － －

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Jul - Sep, 2024 4,159 -217 -508 -399 -40.5 -5.2 Nov 8, 2024 J-GAAP
Oct - Dec, 2024 3,879 -200 70 27 2.8 -5.2 Feb 10, 2025 J-GAAP
Jan - Mar, 2025 3,718 -25 -173 21 2.2 -0.7 May 15, 2025 J-GAAP
Apr - Jun, 2025 3,596 121 48 1 0.1 3.4 Aug 8, 2025 J-GAAP
Jul - Sep, 2025 3,861 33 152 62 7.3 0.9 Nov 10, 2025 J-GAAP
YoY -7.2% － － － －

Related Articles