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YAMAYA, First Half Ordinary Profit Decreases by 47%, Jul-Sep Ordinary Profit Decreases by 54%

Fri Nov 14, 2025 3:30 pm JST Earnings

9994 YAMAYA CORPORATION 【J-GAAP】

Earnings Report

YAMAYA CORPORATION <9994> [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) dropped 46.9% from the same period last year to 1.32 billion yen. Progress toward the full-year plan of 3.40 billion yen was 38.8%, almost the same as the five-year average of 39.6%.

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 drop 32.5% from the same period last year to 2.08 billion yen.

In the most recent three-month period, from July to September (2Q), the consolidated ordinary profit significantly dropped to 0.53 billion yen, a 54.4% decrease compared to the same period last year. The operating profit margin worsened from 2.8% in the same period last year to 1.3%.

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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 80,149 2,570 2,613 1,488 137.3 40.8 Nov 10, 2023 J-GAAP
Apr - Sep, 2024 79,570 2,434 2,485 1,548 142.8 44.6 Nov 14, 2024 J-GAAP
Apr - Sep, 2025 78,270 1,301 1,320 746 68.8 38.8 Nov 14, 2025 J-GAAP
YoY -1.6% -46.5% -46.9% -51.8% -51.8%

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 77,900 1,260 1,260 683 63.0 37 Oct 14, 2025 J-GAAP
Apr - Sep, 2025 Results 78,270 1,301 1,320 746 68.8 37 Nov 14, 2025 J-GAAP
Revision Rate +0.5% +3.3% +4.8% +9.2% +9.3%

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 80,594 2,991 3,081 2,096 193.4 27 May 15, 2025 J-GAAP
Oct - Mar, 2025 Guidance 81,070 2,099 2,080 1,214 112.0 38 Nov 14, 2025 J-GAAP
YoY +0.6% -29.8% -32.5% -42.1% -42.1%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 160,335 6,319 6,402 3,617 333.6 54 May 15, 2024 J-GAAP
Mar, 2025 160,164 5,425 5,566 3,644 336.2 54 May 15, 2025 J-GAAP
Mar, 2026 Guidance 159,340 3,400 3,400 1,960 180.8 75 Oct 14, 2025 J-GAAP
YoY -0.5% -37.3% -38.9% -46.2% -46.2%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Jul - Sep, 2024 40,419 1,148 1,164 731 67.4 2.8 Nov 14, 2024 J-GAAP
Oct - Dec, 2024 43,461 2,251 2,297 1,384 127.7 5.2 Feb 13, 2025 J-GAAP
Jan - Mar, 2025 37,133 740 784 712 65.7 2.0 May 15, 2025 J-GAAP
Apr - Jun, 2025 38,198 769 789 465 42.9 2.0 Aug 13, 2025 J-GAAP
Jul - Sep, 2025 40,072 532 531 281 25.9 1.3 Nov 14, 2025 J-GAAP
YoY -0.9% -53.7% -54.4% -61.6% -61.6%

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