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OKUMURA ENGINEERING, Ordinary Profit Forecast for the Fiscal Year Revised Upward to an Unexpected 32% Increase

Fri Nov 14, 2025 2:00 pm JST Earnings

6229 OKUMURA ENGINEERING corp. 【J-GAAP】

Earnings Report

OKUMURA ENGINEERING corp. <6229> [TSE Std] announced its financial results in the afternoon session on November 14th (14:00). The consolidated ordinary profit for the cumulative second quarter of the fiscal year ending March 2026 (April to September) expanded 671 million yen, an increase 45.2% compared to the same period last year, resulting in an increase in profits compared to the previous forecast of a 45.9% decrease.

In addition, the full-year forecast for consolidated ordinary profit has been revised upward 44.1%, from the previous forecast of 680 million yen to 980 million yen (compared to 740 million yen in the previous period), turning to a 32.4% 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 grow 11.2% from the same period last year, reaching 309 million yen.

In the most recent three-month period, from July to September (2Q), the consolidated ordinary profit increased 46.6% from the same period last year, reaching 192 million yen. However, the operating profit margin worsened from 6.4% in the same period last year to 6.0%.

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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 4,446 288 335 231 51.1 44.7 Nov 14, 2023 J-GAAP
Apr - Sep, 2024 5,060 476 462 323 71.5 62.4 Nov 14, 2024 J-GAAP
Apr - Sep, 2025 5,598 627 671 460 102.3 68.5 Nov 14, 2025 J-GAAP
YoY +10.6% +31.7% +45.2% +42.4% +43.1%

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 5,200 250 250 170 37.9 0 May 15, 2025 J-GAAP
Apr - Sep, 2025 Results 5,598 627 671 460 102.3 0 Nov 14, 2025 J-GAAP
Revision Rate +7.7% +150.8% +168.4% +170.6% +169.8%

Guidance Update

Full Year Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2026 Prev 10,700 680 680 450 100.3 40 May 15, 2025 J-GAAP
Mar, 2026 New 11,100 970 980 640 142.7 40 Nov 14, 2025 J-GAAP
Revision Rate +3.7% +42.6% +44.1% +42.2% +42.2%

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 5,378 307 278 230 50.8 45 May 15, 2025 J-GAAP
Oct - Mar, 2025 Guidance 5,502 343 309 180 40.1 40 Nov 14, 2025 J-GAAP
YoY +2.3% +11.7% +11.2% -21.7% -21.0%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 9,484 667 749 511 113.0 40 May 15, 2024 J-GAAP
Mar, 2025 10,438 783 740 553 122.2 45 May 15, 2025 J-GAAP
Mar, 2026 Guidance 11,100 970 980 640 142.7 40 Nov 14, 2025 J-GAAP
YoY +6.3% +23.9% +32.4% +15.7% +16.8%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Jul - Sep, 2024 2,701 173 131 89 19.7 6.4 Nov 14, 2024 J-GAAP
Oct - Dec, 2024 2,687 455 442 318 70.4 16.9 Feb 14, 2025 J-GAAP
Jan - Mar, 2025 2,691 -148 -164 -88 -19.5 -5.5 May 15, 2025 J-GAAP
Apr - Jun, 2025 2,826 461 479 318 70.5 16.3 Aug 14, 2025 J-GAAP
Jul - Sep, 2025 2,772 166 192 142 31.6 6.0 Nov 14, 2025 J-GAAP
YoY +2.6% -4.0% +46.6% +59.6% +60.3%

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