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OUG Holdings, Ordinary Profit Forecast for the Fiscal Year Revised Upward by 9%

Tue Nov 11, 2025 2:00 pm JST Earnings

8041 OUG Holdings Inc. 【J-GAAP】

Earnings Report

OUG Holdings Inc. <8041> [TSE Std] announced its financial results in the afternoon session on November 11th (14:00). The consolidated ordinary profit for the cumulative second quarter of the fiscal year ending March 2026 (April to September) expanded 2.59 billion yen, an increase 37.1% compared to the same period last year.

In addition, the full-year forecast for consolidated ordinary profit has been revised upward 8.9%, from the previous forecast of 4.50 billion yen to 4.90 billion yen (compared to 5.89 billion yen in the previous period), and the declining rate is expected to decrease from 23.6% to 16.8%.

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 drop 42.4% from the same period last year to 2.30 billion yen.

In the most recent three-month period, from July to September (2Q), the consolidated ordinary profit decreased to 1.16 billion yen, a 4.4% decrease compared to the same period last year. The operating profit margin remained almost flat, changing from 1.3% in the same period last year to 1.2%.

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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 160,904 1,389 1,696 1,010 187.7 43.4 Nov 9, 2023 J-GAAP
Apr - Sep, 2024 165,497 1,641 1,896 1,849 343.5 32.2 Nov 12, 2024 J-GAAP
Apr - Sep, 2025 171,003 2,301 2,599 2,216 410.6 53.0 Nov 11, 2025 J-GAAP
YoY +3.3% +40.2% +37.1% +19.8% +19.5%

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 － 0 May 13, 2025 J-GAAP
Apr - Sep, 2025 Results 171,003 2,301 2,599 2,216 410.6 0 Nov 11, 2025 J-GAAP
Revision Rate － － － － －

Guidance Update

Full Year Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2026 Prev 345,000 4,400 4,500 3,300 611.3 102 May 13, 2025 J-GAAP
Mar, 2026 New 351,000 4,600 4,900 4,000 741.0 102 Nov 11, 2025 J-GAAP
Revision Rate +1.7% +4.5% +8.9% +21.2% +21.2%

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 184,595 3,459 3,995 2,678 496.7 97 May 13, 2025 J-GAAP
Oct - Mar, 2025 Guidance 179,997 2,299 2,301 1,784 330.5 102 Nov 11, 2025 J-GAAP
YoY -2.5% -33.5% -42.4% -33.4% -33.5%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 333,197 3,122 3,912 3,618 672.2 75 May 10, 2024 J-GAAP
Mar, 2025 350,092 5,100 5,891 4,527 839.6 97 May 13, 2025 J-GAAP
Mar, 2026 Guidance 351,000 4,600 4,900 4,000 741.0 102 Nov 11, 2025 J-GAAP
YoY +0.3% -9.8% -16.8% -11.6% -11.7%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Jul - Sep, 2024 85,601 1,093 1,215 1,354 251.5 1.3 Nov 12, 2024 J-GAAP
Oct - Dec, 2024 101,913 2,661 2,943 1,971 365.8 2.6 Feb 13, 2025 J-GAAP
Jan - Mar, 2025 82,682 798 1,052 707 131.1 1.0 May 13, 2025 J-GAAP
Apr - Jun, 2025 82,639 1,220 1,438 984 182.4 1.5 Aug 12, 2025 J-GAAP
Jul - Sep, 2025 88,364 1,081 1,161 1,232 228.3 1.2 Nov 11, 2025 J-GAAP
YoY +3.2% -1.1% -4.4% -9.0% -9.3%

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