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SECOM, First Half Ordinary Profit Decreases by 5%, Jul-Sep Ordinary Profit Decreases by 7%

Tue Nov 11, 2025 3:30 pm JST Earnings

9735 SECOM CO., LTD. 【J-GAAP】

Earnings Report

SECOM CO., LTD. <9735> [TSE Prime] announced its financial results after the market closed on November 11th (15:30). The consolidated ordinary profit for the cumulative second quarter of the fiscal year ending March 2026 (April to September) decreased 5.4% from the same period last year to 79.0 billion yen. Progress toward the full-year plan of 168 billion yen was 46.9%, almost the same as the five-year average of 46.0%.

Based on the first-half performance announced by the company and the unchanged full-year plan, our calculation indicates that the consolidated ordinary profit for the October to March period (second half) is expected to decrease 2.1% from the same period last year to 89.6 billion yen.

In the most recent three-month period, from July to September (2Q), the consolidated ordinary profit decreased to 39.7 billion yen, a 7.1% decrease compared to the same period last year. However, the operating profit margin rose from 10.3% 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 544,750 63,144 76,327 49,222 115.7 45.7 Nov 9, 2023 J-GAAP
Apr - Sep, 2024 560,196 59,099 83,594 50,421 121.0 47.7 Nov 8, 2024 J-GAAP
Apr - Sep, 2025 593,547 67,464 79,063 49,102 119.4 46.9 Nov 11, 2025 J-GAAP
YoY +6.0% +14.2% -5.4% -2.6% -1.3%

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 586,800 62,700 77,100 47,700 116.8 50 May 12, 2025 J-GAAP
Apr - Sep, 2025 Results 593,547 67,464 79,063 49,102 119.4 50 Nov 11, 2025 J-GAAP
Revision Rate +1.1% +7.6% +2.5% +2.9% +2.2%

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 639,746 85,198 91,529 57,688 138.7 50 May 12, 2025 J-GAAP
Oct - Mar, 2025 Guidance 657,453 82,536 89,637 54,298 134.2 50 Nov 11, 2025 J-GAAP
YoY +2.8% -3.1% -2.1% -5.9% -3.2%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 1,154,740 140,658 166,859 101,951 241.0 95 May 10, 2024 J-GAAP
Mar, 2025 1,199,942 144,297 175,123 108,109 260.0 97.50 May 12, 2025 J-GAAP
Mar, 2026 Guidance 1,251,000 150,000 168,700 103,400 255.6 100 May 12, 2025 J-GAAP
YoY +4.3% +4.0% -3.7% -4.4% -1.7%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Jul - Sep, 2024 289,152 29,839 42,754 25,769 61.8 10.3 Nov 8, 2024 J-GAAP
Oct - Dec, 2024 304,419 41,160 45,781 29,024 69.8 13.5 Feb 12, 2025 J-GAAP
Jan - Mar, 2025 335,327 44,038 45,748 28,664 68.9 13.1 May 12, 2025 J-GAAP
Apr - Jun, 2025 287,992 32,219 39,333 24,939 60.2 11.2 Aug 8, 2025 J-GAAP
Jul - Sep, 2025 305,555 35,245 39,730 24,163 58.8 11.5 Nov 11, 2025 J-GAAP
YoY +5.7% +18.1% -7.1% -6.2% -5.0%

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