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NAKAMURAYA, Jul-Sep (2Q) Ordinary Profit Loss Narrows

Mon Nov 10, 2025 3:30 pm JST Earnings

2204 NAKAMURAYA CO.,LTD. 【J-GAAP】

Earnings Report

NAKAMURAYA CO.,LTD. <2204> [TSE Std] announced its financial results after the market closed on November 10th (15:30). The ordinary loss (non-consolidated) for the cumulative second quarter of the fiscal year ending March 2026 (April to September) expanded to a loss of 1.80 billion yen (compared to a loss of 1.77 billion yen in the same period last year).

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 decrease 12.7% from the same period last year to 2.66 billion yen.

In the most recent three-month period, from July to September (2Q), the ordinary loss improved to a deficit of 0.68 billion yen (compared to a loss of 0.82 billion yen in the same period last year). The operating profit/loss margin improved from -12.6% in the same period last year to -11.5%.

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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 12,715 -2,256 -2,180 -1,584 -265.8 ー Oct 30, 2023 J-GAAP
Apr - Sep, 2024 12,717 -1,857 -1,772 -1,223 -210.7 ー Nov 8, 2024 J-GAAP
Apr - Sep, 2025 12,496 -1,930 -1,802 -1,327 -229.8 ー Nov 10, 2025 J-GAAP
YoY -1.7% -3.9% -1.7% -8.5% -9.1%

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 12,750 -2,240 -2,150 -1,510 -261.4 － May 15, 2025 J-GAAP
Apr - Sep, 2025 Results 12,496 -1,930 -1,802 -1,327 -229.8 － Nov 10, 2025 J-GAAP
Revision Rate -2.0% +13.8% +16.2% +12.1% +12.1%

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 24,531 2,927 3,049 2,108 363.3 70 May 15, 2025 J-GAAP
Oct - Mar, 2025 Guidance 25,204 2,590 2,662 1,847 319.8 70 Nov 10, 2025 J-GAAP
YoY +2.7% -11.5% -12.7% -12.4% -12.0%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 37,770 830 996 405 68.2 60 May 15, 2024 J-GAAP
Mar, 2025 37,248 1,070 1,277 885 152.5 70 May 15, 2025 J-GAAP
Mar, 2026 Guidance 37,700 660 860 520 90.0 70 May 15, 2025 J-GAAP
YoY +1.2% -38.3% -32.7% -41.2% -41.0%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Jul - Sep, 2024 7,080 -891 -821 -574 -98.9 -12.6 Nov 8, 2024 J-GAAP
Oct - Dec, 2024 13,427 1,942 1,958 1,356 233.2 14.5 Feb 7, 2025 J-GAAP
Jan - Mar, 2025 11,104 985 1,091 752 129.6 8.9 May 15, 2025 J-GAAP
Apr - Jun, 2025 5,660 -1,144 -1,117 -711 -123.1 -20.2 Aug 7, 2025 J-GAAP
Jul - Sep, 2025 6,836 -786 -685 -616 -106.7 -11.5 Nov 10, 2025 J-GAAP
YoY -3.4% +11.8% +16.6% -7.3% -7.9%

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