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OAT Agrio, Jan-Sep (Cumulative 3Q) Ordinary Profit Increases by 15%, Jul-Sep Ordinary Profit Increases by 15%
4979 OAT Agrio Co., Ltd. 【J-GAAP】
Earnings ReportOAT Agrio Co., Ltd. <4979> [TSE Std] announced its financial results after the market closed on November 10th (15:30). The consolidated ordinary profit for the cumulative third quarter of the fiscal year ending December 2025 (January to September) increased 15.3% from the same period last year, reaching 3.00 billion yen. Progress toward the full-year plan of 3.21 billion yen was 93.7%, it was below the five-year average of 97.5%.
Based on the cumulative third-quarter performance announced by the company and the unchanged full-year plan, our calculation indicates that the consolidated ordinary profit for the October to December period (4Q) is expected to significant drop 68.1% from the same period last year to 0.20 billion yen.
In the most recent three-month period, from July to September (3Q), the consolidated ordinary profit grew 15.3% from the same period last year, reaching 0.39 billion yen. However, the operating profit margin sharply declined from 10.4% in the same period last year to 4.7%.
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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 |
|---|---|---|---|---|---|---|---|---|
| Jan - Sep, 2023 | 22,280 | 3,648 | 3,857 | 2,526 | 238.8 | 101.5 | Nov 8, 2023 | J-GAAP |
| Jan - Sep, 2024 | 22,177 | 2,680 | 2,609 | 1,696 | 164.8 | 80.5 | Nov 8, 2024 | J-GAAP |
| Jan - Sep, 2025 | 23,605 | 3,039 | 3,008 | 1,942 | 192.1 | 93.7 | Nov 10, 2025 | J-GAAP |
| YoY | +6.4% | +13.4% | +15.3% | +14.5% | +16.6% |
Current Period Guidance
Second Half Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Jul - Dec, 2024 | 14,100 | 1,112 | 973 | 520 | 50.5 | 55 | Feb 12, 2025 | J-GAAP |
| Jul - Dec, 2025 Guidance | 13,639 | 584 | 594 | 328 | 32.5 | 30 | Aug 8, 2025 | J-GAAP |
| YoY | -3.3% | -47.5% | -39.0% | -36.9% | -35.7% |
Current Period Guidance
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Dec, 2023 | 28,988 | 3,766 | 3,800 | 2,488 | 236.5 | 55 | Feb 13, 2024 | J-GAAP |
| Dec, 2024 | 29,773 | 3,114 | 3,242 | 2,077 | 201.9 | 55 | Feb 12, 2025 | J-GAAP |
| Dec, 2025 Guidance | 30,820 | 3,320 | 3,210 | 2,090 | 207.2 | 60 | Feb 12, 2025 | J-GAAP |
| YoY | +3.5% | +6.6% | -1.0% | +0.6% | +2.6% |
Quarterly Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Operating Profit Margin | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Jul - Sep, 2024 | 6,504 | 678 | 340 | 139 | 13.5 | 10.4 | Nov 8, 2024 | J-GAAP |
| Oct - Dec, 2024 | 7,596 | 434 | 633 | 381 | 37.0 | 5.7 | Feb 12, 2025 | J-GAAP |
| Jan - Mar, 2025 | 8,764 | 1,479 | 1,355 | 931 | 91.8 | 16.9 | May 14, 2025 | J-GAAP |
| Apr - Jun, 2025 | 8,417 | 1,257 | 1,261 | 831 | 82.2 | 14.9 | Aug 8, 2025 | J-GAAP |
| Jul - Sep, 2025 | 6,424 | 303 | 392 | 180 | 17.8 | 4.7 | Nov 10, 2025 | J-GAAP |
| YoY | -1.2% | -55.3% | +15.3% | +29.5% | +31.8% |
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