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OKADA AIYON, First Half Ordinary Profit Increases by 14%, Jul-Sep Ordinary Profit Increases by 68%
6294 OKADA AIYON CORPORATION 【J-GAAP】
Earnings ReportOKADA AIYON CORPORATION <6294> [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 13.7% from the same period last year, reaching 1.25 billion yen. Progress toward the full-year plan of 2.50 billion yen was 50.1%, it was below the five-year average of 55.4%.
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 grow 9.8% from the same period last year, reaching 1.24 billion yen.
In the most recent three-month period, from July to September (2Q), the consolidated ordinary profit increased 68.1% from the same period last year, reaching 0.74 billion yen. The operating profit margin improved from 8.9% in the same period last year to 10.9%.
Kabutan News
Actual Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Progress Rate vs. First Half | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Apr - Sep, 2023 | 13,391 | 1,525 | 1,648 | 1,105 | 137.8 | 58.6 | Nov 10, 2023 | J-GAAP |
| Apr - Sep, 2024 | 13,067 | 1,164 | 1,102 | 731 | 91.0 | 49.2 | Nov 14, 2024 | J-GAAP |
| Apr - Sep, 2025 | 12,890 | 1,250 | 1,253 | 849 | 105.5 | 50.1 | Nov 13, 2025 | J-GAAP |
| YoY | -1.4% | +7.4% | +13.7% | +16.1% | +16.0% |
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 | 13,400 | 1,200 | 1,200 | 800 | 99.4 | 0 | May 14, 2025 | J-GAAP |
| Apr - Sep, 2025 Results | 12,890 | 1,250 | 1,253 | 849 | 105.5 | 0 | Nov 13, 2025 | J-GAAP |
| Revision Rate | -3.8% | +4.2% | +4.4% | +6.1% | +6.2% |
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 | 13,515 | 1,115 | 1,136 | 744 | 92.5 | 74 | May 14, 2025 | J-GAAP |
| Oct - Mar, 2025 Guidance | 15,110 | 1,250 | 1,247 | 851 | 105.7 | 75 | Nov 13, 2025 | J-GAAP |
| YoY | +11.8% | +12.1% | +9.8% | +14.4% | +14.2% |
Current Period Guidance
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Mar, 2024 | 27,095 | 2,719 | 2,814 | 1,886 | 235.1 | 70 | May 10, 2024 | J-GAAP |
| Mar, 2025 | 26,582 | 2,279 | 2,238 | 1,475 | 183.5 | 74 | May 14, 2025 | J-GAAP |
| Mar, 2026 Guidance | 28,000 | 2,500 | 2,500 | 1,700 | 211.1 | 75 | May 14, 2025 | J-GAAP |
| YoY | +5.3% | +9.7% | +11.7% | +15.3% | +15.1% |
Quarterly Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Operating Profit Margin | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Jul - Sep, 2024 | 6,871 | 612 | 442 | 314 | 39.1 | 8.9 | Nov 14, 2024 | J-GAAP |
| Oct - Dec, 2024 | 6,482 | 651 | 788 | 553 | 68.8 | 10.0 | Feb 13, 2025 | J-GAAP |
| Jan - Mar, 2025 | 7,033 | 464 | 348 | 191 | 23.8 | 6.6 | May 14, 2025 | J-GAAP |
| Apr - Jun, 2025 | 6,161 | 517 | 510 | 328 | 40.8 | 8.4 | Aug 8, 2025 | J-GAAP |
| Jul - Sep, 2025 | 6,729 | 733 | 743 | 521 | 64.8 | 10.9 | Nov 13, 2025 | J-GAAP |
| YoY | -2.1% | +19.8% | +68.1% | +65.9% | +65.6% |
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