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KOATSU GAS, First Half Ordinary Profit Increases by 9%, Jul-Sep Ordinary Profit Increases by 54%
4097 KOATSU GAS KOGYO CO., LTD. 【J-GAAP】
Earnings ReportKOATSU GAS KOGYO CO., LTD. <4097> [TSE Prime] 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) increased 9.1% from the same period last year, reaching 3.29 billion yen. However, Progress toward the full-year plan of 7.10 billion yen was 46.5%, almost the same as the five-year average of 46.6%.
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 5.0% from the same period last year, reaching 3.80 billion yen.
In the most recent three-month period, from July to September (2Q), the consolidated ordinary profit increased 53.9% from the same period last year, reaching 1.49 billion yen. The operating profit margin remained almost flat, changing from 5.1% in the same period last year to 5.1%.
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 | 44,808 | 2,620 | 3,219 | 2,219 | 40.2 | 48.4 | Nov 14, 2023 | J-GAAP |
| Apr - Sep, 2024 | 47,517 | 2,737 | 3,023 | 2,017 | 36.6 | 45.5 | Nov 13, 2024 | J-GAAP |
| Apr - Sep, 2025 | 47,797 | 2,694 | 3,299 | 2,109 | 38.2 | 46.5 | Nov 14, 2025 | J-GAAP |
| YoY | +0.6% | -1.6% | +9.1% | +4.6% | +4.5% |
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 | 50,000 | 2,800 | 3,300 | 2,200 | 39.9 | 20 | May 15, 2025 | J-GAAP |
| Apr - Sep, 2025 Results | 47,797 | 2,694 | 3,299 | 2,109 | 38.2 | 20 | Nov 14, 2025 | J-GAAP |
| Revision Rate | -4.4% | -3.8% | 0.0% | -4.1% | -4.1% |
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 | 51,466 | 3,232 | 3,619 | 2,767 | 50.1 | 10 | May 15, 2025 | J-GAAP |
| Oct - Mar, 2025 Guidance | 54,203 | 3,606 | 3,801 | 2,391 | 43.3 | 20 | Nov 14, 2025 | J-GAAP |
| YoY | +5.3% | +11.6% | +5.0% | -13.6% | -13.6% |
Current Period Guidance
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Mar, 2024 | 93,275 | 5,737 | 6,657 | 4,503 | 81.6 | 20 | May 15, 2024 | J-GAAP |
| Mar, 2025 | 98,983 | 5,969 | 6,642 | 4,784 | 86.7 | 20 | May 15, 2025 | J-GAAP |
| Mar, 2026 Guidance | 102,000 | 6,300 | 7,100 | 4,500 | 81.5 | 40 | May 15, 2025 | J-GAAP |
| YoY | +3.0% | +5.5% | +6.9% | -5.9% | -6.0% |
Quarterly Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Operating Profit Margin | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Jul - Sep, 2024 | 23,852 | 1,208 | 971 | 629 | 11.4 | 5.1 | Nov 13, 2024 | J-GAAP |
| Oct - Dec, 2024 | 26,395 | 1,923 | 2,395 | 1,938 | 35.1 | 7.3 | Feb 14, 2025 | J-GAAP |
| Jan - Mar, 2025 | 25,071 | 1,309 | 1,224 | 829 | 15.0 | 5.2 | May 15, 2025 | J-GAAP |
| Apr - Jun, 2025 | 24,294 | 1,500 | 1,805 | 1,179 | 21.4 | 6.2 | Aug 8, 2025 | J-GAAP |
| Jul - Sep, 2025 | 23,503 | 1,194 | 1,494 | 930 | 16.9 | 5.1 | Nov 14, 2025 | J-GAAP |
| YoY | -1.5% | -1.2% | +53.9% | +47.9% | +47.8% |
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