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Kamigumi, Ordinary Profit Forecast for the Fiscal Year Revised Upward to an Unexpected 7% Increase, Raises Record High Profit

Thu Nov 13, 2025 3:30 pm JST Earnings

9364 Kamigumi Co., Ltd. 【J-GAAP】

Earnings Report

Kamigumi Co., Ltd. <9364> [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 15.0% from the same period last year, reaching 21.4 billion yen, resulting in an increase in profits compared to the previous forecast of a 3.7% decrease.

In addition, the full-year forecast for consolidated ordinary profit has been revised upward 10.1%, from the previous forecast of 35.6 billion yen to 39.2 billion yen (compared to 36.6 billion yen in the previous period), record profits reach two consecutive terms, turning to a 6.9% increase in the consolidated ordinary profit outlook.

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 decrease 1.4% from the same period last year to 17.7 billion yen.

In the most recent three-month period, from July to September (2Q), the consolidated ordinary profit grew 18.0% from the same period last year, reaching 10.3 billion yen. The operating profit margin rose from 11.9% in the same period last year to 13.1%.

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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 134,502 15,433 17,440 12,617 116.3 51.0 Nov 10, 2023 J-GAAP
Apr - Sep, 2024 137,656 16,875 18,690 13,519 127.0 51.0 Nov 13, 2024 J-GAAP
Apr - Sep, 2025 146,516 19,292 21,489 15,245 150.5 54.8 Nov 13, 2025 J-GAAP
YoY +6.4% +14.3% +15.0% +12.8% +18.6%

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 142,000 16,300 18,000 13,300 131.3 90 May 12, 2025 J-GAAP
Apr - Sep, 2025 Results 146,516 19,292 21,489 15,245 150.5 90 Nov 13, 2025 J-GAAP
Revision Rate +3.2% +18.4% +19.4% +14.6% +14.7%

Guidance Update

Full Year Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2026 Prev 282,000 32,000 35,600 26,200 261.8 185 May 12, 2025 J-GAAP
Mar, 2026 New 287,100 35,000 39,200 29,400 293.8 185 Nov 13, 2025 J-GAAP
Revision Rate +1.8% +9.4% +10.1% +12.2% +12.2%

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 141,526 16,220 17,965 13,416 128.5 80 May 12, 2025 J-GAAP
Oct - Mar, 2025 Guidance 140,584 15,708 17,711 14,155 141.4 95 Nov 13, 2025 J-GAAP
YoY -0.7% -3.2% -1.4% +5.5% +10.1%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 266,785 30,592 34,185 25,035 233.0 100 May 10, 2024 J-GAAP
Mar, 2025 279,182 33,095 36,655 26,935 257.9 130 May 12, 2025 J-GAAP
Mar, 2026 Guidance 287,100 35,000 39,200 29,400 293.8 185 Nov 13, 2025 J-GAAP
YoY +2.8% +5.8% +6.9% +9.2% +13.9%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Jul - Sep, 2024 69,560 8,288 8,744 6,321 59.4 11.9 Nov 13, 2024 J-GAAP
Oct - Dec, 2024 72,318 8,676 9,653 6,998 66.3 12.0 Feb 13, 2025 J-GAAP
Jan - Mar, 2025 69,208 7,544 8,312 6,418 61.5 10.9 May 12, 2025 J-GAAP
Apr - Jun, 2025 72,697 9,621 11,174 7,979 78.8 13.2 Aug 12, 2025 J-GAAP
Jul - Sep, 2025 73,819 9,671 10,315 7,266 71.8 13.1 Nov 13, 2025 J-GAAP
YoY +6.1% +16.7% +18.0% +15.0% +20.9%

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