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MATSUMOTO YUSHI, Jul-Sep (2Q) Ordinary Profit Increases by 3.2 times

Fri Nov 14, 2025 3:30 pm JST Earnings

4365 MATSUMOTO YUSHI-SEIYAKU CO.,LTD. 【J-GAAP】

Earnings Report

MATSUMOTO YUSHI-SEIYAKU CO.,LTD. <4365> [TSE Std] announced its financial results after the market closed on November 14th (15:30). The consolidated ordinary profit for the cumulative second quarter of the fiscal year ending March 2026 (April to September) was 4.40 billion yen, a 1.7% decrease compared to the same period last year. Progress toward the full-year plan of 7.80 billion yen was 56.5%, also surpassing the five-year average of 48.2%.

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 drop 34.5% from the same period last year to 3.39 billion yen.

In the most recent three-month period, from July to September (2Q), the consolidated ordinary profit surged 3.2 times that of the same period last year, reaching 2.20 billion yen. However, the operating profit margin decreased from 20.7% in the same period last year to 16.8%.

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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 21,160 4,523 5,958 4,196 1,446.4 55.5 Nov 14, 2023 J-GAAP
Apr - Sep, 2024 22,288 5,090 4,484 3,195 1,101.3 46.3 Nov 14, 2024 J-GAAP
Apr - Sep, 2025 19,925 3,606 4,409 3,533 1,217.9 56.5 Nov 14, 2025 J-GAAP
YoY -10.6% -29.2% -1.7% +10.6% +10.6%

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 ー ー ー ー － 0 May 15, 2025 J-GAAP
Apr - Sep, 2025 Results 19,925 3,606 4,409 3,533 1,217.9 0 Nov 14, 2025 J-GAAP
Revision Rate － － － － －

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 20,843 4,191 5,193 3,635 1,252.9 400 May 15, 2025 J-GAAP
Oct - Mar, 2025 Guidance 21,317 4,286 3,399 1,855 639.4 400 Nov 14, 2025 J-GAAP
YoY +2.3% +2.3% -34.5% -49.0% -49.0%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 41,526 8,758 10,733 7,504 2,586.4 400 May 15, 2024 J-GAAP
Mar, 2025 43,131 9,281 9,677 6,830 2,354.2 400 May 15, 2025 J-GAAP
Mar, 2026 Guidance 41,242 7,892 7,808 5,388 1,857.1 400 Aug 8, 2025 J-GAAP
YoY -4.4% -15.0% -19.3% -21.1% -21.1%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Jul - Sep, 2024 10,623 2,200 684 494 170.3 20.7 Nov 14, 2024 J-GAAP
Oct - Dec, 2024 10,910 2,396 3,928 2,737 943.5 22.0 Feb 14, 2025 J-GAAP
Jan - Mar, 2025 9,933 1,795 1,265 898 309.5 18.1 May 15, 2025 J-GAAP
Apr - Jun, 2025 10,498 2,025 2,200 1,524 525.6 19.3 Aug 8, 2025 J-GAAP
Jul - Sep, 2025 9,427 1,581 2,209 2,009 692.5 16.8 Nov 14, 2025 J-GAAP
YoY -11.3% -28.1% +223.0% +306.7% +306.7%

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