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KAMEI, First Half Ordinary Profit Unexpectedly Revised Upward by 5%

Thu Nov 13, 2025 3:30 pm JST Earnings

8037 KAMEI CORPORATION 【J-GAAP】

Earnings Report

KAMEI CORPORATION <8037> [TSE Prime] announced its financial results after the market closed on November 13th (15:30). The consolidated ordinary profit for the cumulative second quarter of the fiscal year ending March 2026 (April to September) increased 5.4% from the same period last year, reaching 7.68 billion yen, resulting in an increase in profits compared to the previous forecast of a 6.1% decrease.

Progress toward the full-year plan of 16.9 billion yen was 45.3%, exceeding the five-year average of 40.0%.

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 11.4% from the same period last year to 9.26 billion yen.

In the most recent three-month period, from July to September (2Q), the consolidated ordinary profit decreased to 3.21 billion yen, a 7.6% decrease compared to the same period last year. The operating profit margin remained almost flat, changing from 2.5% in the same period last year to 2.4%.

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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 262,013 7,223 7,781 4,765 141.8 45.6 Nov 9, 2023 J-GAAP
Apr - Sep, 2024 256,805 6,389 7,287 4,374 131.8 41.1 Nov 7, 2024 J-GAAP
Apr - Sep, 2025 268,309 7,111 7,681 4,746 155.1 45.3 Nov 13, 2025 J-GAAP
YoY +4.5% +11.3% +5.4% +8.5% +17.7%

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 262,330 6,260 6,840 4,130 135.0 50 May 13, 2025 J-GAAP
Apr - Sep, 2025 Results 268,309 7,111 7,681 4,746 155.1 50 Nov 13, 2025 J-GAAP
Revision Rate +2.3% +13.6% +12.3% +14.9% +14.9%

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 317,476 9,523 10,459 6,316 192.8 45 May 13, 2025 J-GAAP
Oct - Mar, 2025 Guidance 317,991 8,599 9,269 6,254 204.4 50 Nov 13, 2025 J-GAAP
YoY +0.2% -9.7% -11.4% -1.0% +6.0%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 572,233 15,671 17,053 10,111 300.9 48 May 13, 2024 J-GAAP
Mar, 2025 574,281 15,912 17,746 10,690 326.4 73 May 13, 2025 J-GAAP
Mar, 2026 Guidance 586,300 15,710 16,950 11,000 359.5 100 May 13, 2025 J-GAAP
YoY +2.1% -1.3% -4.5% +2.9% +10.1%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Jul - Sep, 2024 126,580 3,126 3,477 2,139 64.4 2.5 Nov 7, 2024 J-GAAP
Oct - Dec, 2024 151,879 3,876 4,362 2,739 82.8 2.6 Feb 13, 2025 J-GAAP
Jan - Mar, 2025 165,597 5,647 6,097 3,577 109.2 3.4 May 13, 2025 J-GAAP
Apr - Jun, 2025 141,162 4,023 4,468 2,935 95.9 2.8 Aug 7, 2025 J-GAAP
Jul - Sep, 2025 127,147 3,088 3,213 1,811 59.2 2.4 Nov 13, 2025 J-GAAP
YoY +0.4% -1.2% -7.6% -15.3% -8.1%

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