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IVY COSMETICS, First Half Ordinary Profit Increases by 12%, Jul-Sep Ordinary Profit Increases by 9%

Tue Nov 11, 2025 4:00 pm JST Earnings

4918 IVY COSMETICS CORPORATION 【J-GAAP】

Earnings Report

IVY COSMETICS CORPORATION <4918> [TSE Std] announced its financial results after the market closed on November 11th (16:00). The ordinary profit (non-consolidated) for the cumulative second quarter of the fiscal year ending March 2026 (April to September) increased 12.4% from the same period last year, reaching 208 million yen. Progress toward the full-year plan of 380 million yen was 54.7%, also surpassing progress of 44.0% from the same period of the previous 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 26.8% from the same period last year to 172 million yen.

In the most recent three-month period, from July to September (2Q), the ordinary profit grew 8.9% from the same period last year, reaching 467 million yen. The operating profit margin rose from 38.7% in the same period last year to 40.2%.

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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 1,498 204 201 191 35.7 107.5 Nov 9, 2023 J-GAAP
Apr - Sep, 2024 1,381 189 185 -186 -40.0 44.0 Nov 12, 2024 J-GAAP
Apr - Sep, 2025 1,384 207 208 184 29.3 54.7 Nov 11, 2025 J-GAAP
YoY +0.2% +9.5% +12.4% － －

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 1,380 220 220 185 31.5 0 Sep 22, 2025 J-GAAP
Apr - Sep, 2025 Results 1,384 207 208 184 29.3 0 Nov 11, 2025 J-GAAP
Revision Rate +0.3% -5.9% -5.5% -0.5% -7.2%

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 1,548 233 235 229 13.0 0 May 14, 2025 J-GAAP
Oct - Mar, 2025 Guidance 1,466 173 172 131 19.0 15 Nov 11, 2025 J-GAAP
YoY -5.3% -25.8% -26.8% -42.8% +46.1%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 2,713 187 187 160 26.1 0 May 14, 2024 J-GAAP
Mar, 2025 2,929 422 420 43 2.4 0 May 14, 2025 J-GAAP
Mar, 2026 Guidance 2,850 380 380 315 45.6 15 Sep 22, 2025 J-GAAP
YoY -2.7% -10.0% -9.5% +632.6% +1,770.5%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Jul - Sep, 2024 1,111 430 429 401 86.2 38.7 Nov 12, 2024 J-GAAP
Oct - Dec, 2024 347 -172 -170 -147 -30.1 -49.6 Feb 10, 2025 J-GAAP
Jan - Mar, 2025 1,201 405 405 376 21.3 33.7 May 14, 2025 J-GAAP
Apr - Jun, 2025 228 -258 -259 -272 -48.0 -113.2 Aug 6, 2025 J-GAAP
Jul - Sep, 2025 1,156 465 467 456 72.6 40.2 Nov 11, 2025 J-GAAP
YoY +4.1% +8.1% +8.9% +13.7% -15.8%

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