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KINKI SHARYO, Ordinary Profit Forecast for the Fiscal Year Revised Downward by 17%

Thu Nov 13, 2025 3:30 pm JST Earnings

7122 THE KINKI SHARYO CO.,LTD. 【J-GAAP】

Earnings Report

THE KINKI SHARYO CO.,LTD. <7122> [TSE Std] 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) surged 21 times that of the same period last year, reaching 391 million yen.

However, the full-year forecast for consolidated ordinary profit has decreased 16.7%, from the previous forecast of 600 million yen to 500 million yen (compared to 339 million yen in the previous period), leading to a reduction in the profit growth rate from 77.0% to 47.5%.

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 significant drop 65.9% from the same period last year to 109 million yen.

In the most recent three-month period, from July to September (2Q), the consolidated ordinary profit/loss turned to a profit of 432 million yen (compared to a loss of 861 million yen in the same period last year). The operating profit/loss margin drastically improved from -2.4% in the same period last year to 3.3%.

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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 16,071 1,637 2,322 1,894 275.3 46.4 Nov 7, 2023 J-GAAP
Apr - Sep, 2024 13,588 343 19 7 1.2 5.6 Nov 12, 2024 J-GAAP
Apr - Sep, 2025 16,269 341 391 274 40.0 78.2 Nov 13, 2025 J-GAAP
YoY +19.7% -0.6% +1,957.9% +3,814.3% +3,374.8%

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 ー ー ー ー － 0 May 13, 2025 J-GAAP
Apr - Sep, 2025 Results 16,269 341 391 274 40.0 0 Nov 13, 2025 J-GAAP
Revision Rate － － － － －

Guidance Update

Full Year Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2026 Prev 42,000 900 600 600 87.2 50 May 13, 2025 J-GAAP
Mar, 2026 New 37,000 400 500 400 58.1 50 Nov 13, 2025 J-GAAP
Revision Rate -11.9% -55.6% -16.7% -33.3% -33.3%

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 16,669 -111 320 553 80.5 50 May 13, 2025 J-GAAP
Oct - Mar, 2025 Guidance 20,731 59 109 126 18.3 50 Nov 13, 2025 J-GAAP
YoY +24.4% － -65.9% -77.2% -77.2%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 43,154 4,306 5,008 4,373 635.6 50 May 13, 2024 J-GAAP
Mar, 2025 30,257 232 339 560 81.5 50 May 13, 2025 J-GAAP
Mar, 2026 Guidance 37,000 400 500 400 58.1 50 Nov 13, 2025 J-GAAP
YoY +22.3% +72.4% +47.5% -28.6% -28.6%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Jul - Sep, 2024 6,324 -152 -861 -815 -133.9 -2.4 Nov 12, 2024 J-GAAP
Oct - Dec, 2024 7,960 271 998 1,000 145.4 3.4 Feb 13, 2025 J-GAAP
Jan - Mar, 2025 8,709 -382 -678 -447 -65.0 -4.4 May 13, 2025 J-GAAP
Apr - Jun, 2025 7,595 59 -41 -37 -5.5 0.8 Aug 7, 2025 J-GAAP
Jul - Sep, 2025 8,674 282 432 311 45.4 3.3 Nov 13, 2025 J-GAAP
YoY +37.2% － － － －

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