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MATSUMOTO, First Half Net Income Loss Narrows

Fri Dec 12, 2025 3:30 pm JST Earnings

7901 MATSUMOTO INC. 【J-GAAP】

Earnings Report

MATSUMOTO INC. <7901> [TSE Std] announced its financial results after the market closed on December 12th (15:30). The net loss (non-consolidated) for the cumulative second quarter of the fiscal year ending April 2026 (May to October) was a reduced loss of 268 million yen (compared to a loss of 491 million yen in the same period last year), a reduction in the deficit from the previous forecast of a loss of 367 million yen.

Based on the first-half performance announced by the company and the unchanged full-year plan, our calculation indicates that the net income/loss for the November to April period (second half) is expected to turn into a profit of 325 million yen (compared to a loss of 162 million yen in the same period last year).

In the most recent three-month period, from August to October (2Q), the net loss improved to a deficit of 132 million yen (compared to a loss of 326 million yen in the same period last year). The operating profit/loss margin improved from -213.6% in the same period last year to -185.0%.

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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
May - Oct, 2023 607 -398 -390 -340 -300.6 ー Dec 15, 2023 J-GAAP
May - Oct, 2024 566 -497 -488 -491 -434.3 ー Dec 13, 2024 J-GAAP
May - Oct, 2025 542 -435 -353 -268 -237.2 ー Dec 12, 2025 J-GAAP
YoY -4.2% +12.5% +27.7% +45.4% +45.4%

First Half Results vs. Previous Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
May - Oct, 2025 Guidance 504 -525 -440 -367 -324.2 0 Jun 13, 2025 J-GAAP
May - Oct, 2025 Results 542 -435 -353 -268 -237.2 0 Dec 12, 2025 J-GAAP
Revision Rate +7.5% +17.1% +19.8% +27.0% +26.8%

Current Period Guidance

Second Half Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Nov - Apr, 2024 1,603 232 227 -162 -143.2 0 Jun 13, 2025 J-GAAP
Nov - Apr, 2025 Guidance 1,613 342 341 325 287.1 0 Dec 12, 2025 J-GAAP
YoY +0.6% +47.4% +50.2% － －

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Apr, 2024 2,214 -146 -137 -86 -76.5 0 Jun 14, 2024 J-GAAP
Apr, 2025 2,169 -265 -261 -653 -577.1 0 Jun 13, 2025 J-GAAP
Apr, 2026 Guidance 2,155 -93 -12 57 50.4 0 Jun 13, 2025 J-GAAP
YoY -0.6% +64.9% +95.4% － －

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Aug - Oct, 2024 154 -329 -325 -326 -288.4 -213.6 Dec 13, 2024 J-GAAP
Nov - Jan, 2024 143 -75 -74 -76 -67.2 -52.4 Mar 14, 2025 J-GAAP
Feb - Apr, 2025 1,460 307 301 -86 -76.0 21.0 Jun 13, 2025 J-GAAP
May - Jul, 2025 382 -139 -134 -136 -120.3 -36.4 Sep 12, 2025 J-GAAP
Aug - Oct, 2025 160 -296 -219 -132 -116.9 -185.0 Dec 12, 2025 J-GAAP
YoY +3.9% +10.0% +32.6% +59.5% +59.5%

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