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TOWNNEWS-SHA, First Half Ordinary Profit Decreases by 4%
2481 TOWNNEWS-SHA CO.,LTD. 【J-GAAP】
Earnings ReportTOWNNEWS-SHA CO.,LTD. <2481> [TSE Std] announced its financial results after the market closed on January 30th (15:30). The ordinary profit (non-consolidated) for the cumulative second quarter of the fiscal year ending June 2026 (July to December) decreased 3.9% from the same period last year to 247 million yen. Progress toward the full-year plan of 551 million yen was 44.8%, which was higher than the five-year average of 35.1%.
Based on the first-half performance announced by the company and the unchanged full-year plan, our calculation indicates that the ordinary profit for the January to June period (second half) is expected to decrease 7.9% from the same period last year to 304 million yen.
In the most recent three-month period, from October to December (2Q), the ordinary profit decreased to 133 million yen, a 15.8% decrease compared to the same period last year. However, the operating profit margin improved from 9.4% in the same period last year to 12.3%.
Kabutan News
Actual Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Progress Rate vs. First Half | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Jul - Dec, 2023 | 1,745 | 218 | 301 | 221 | 40.1 | 43.9 | Jan 26, 2024 | J-GAAP |
| Jul - Dec, 2024 | 1,674 | 165 | 257 | 174 | 31.6 | 43.8 | Jan 31, 2025 | J-GAAP |
| Jul - Dec, 2025 | 1,844 | 215 | 247 | 167 | 30.4 | 44.8 | Jan 30, 2026 | J-GAAP |
| YoY | +10.2% | +30.3% | -3.9% | -4.0% | -3.8% |
First Half Results vs. Previous Guidance
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Jul - Dec, 2025 Guidance | 1,919 | 179 | 194 | 126 | 22.8 | 0 | Aug 15, 2025 | J-GAAP |
| Jul - Dec, 2025 Results | 1,844 | 215 | 247 | 167 | 30.4 | 0 | Jan 30, 2026 | J-GAAP |
| Revision Rate | -3.9% | +20.1% | +27.3% | +32.5% | +33.2% |
Current Period Guidance
Second Half Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Jan - Jun, 2025 | 2,003 | 297 | 330 | 215 | 39.0 | 20 | Aug 15, 2025 | J-GAAP |
| Jan - Jun, 2026 Guidance | 2,273 | 305 | 304 | 191 | 34.6 | 20 | Jan 30, 2026 | J-GAAP |
| YoY | +13.5% | +2.7% | -7.9% | -11.2% | -11.2% |
Current Period Guidance
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Jun, 2024 | 3,736 | 576 | 686 | 492 | 89.2 | 19 | Aug 9, 2024 | J-GAAP |
| Jun, 2025 | 3,677 | 462 | 587 | 389 | 70.5 | 20 | Aug 15, 2025 | J-GAAP |
| Jun, 2026 Guidance | 4,117 | 520 | 551 | 358 | 64.9 | 20 | Aug 15, 2025 | J-GAAP |
| YoY | +12.0% | +12.6% | -6.1% | -8.0% | -8.0% |
Quarterly Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Operating Profit Margin | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Oct - Dec, 2024 | 823 | 77 | 158 | 105 | 19.1 | 9.4 | Jan 31, 2025 | J-GAAP |
| Jan - Mar, 2025 | 1,175 | 318 | 331 | 215 | 39.0 | 27.1 | Apr 25, 2025 | J-GAAP |
| Apr - Jun, 2025 | 828 | -21 | -1 | 0 | -0.1 | -2.5 | Aug 15, 2025 | J-GAAP |
| Jul - Sep, 2025 | 916 | 101 | 114 | 76 | 13.8 | 11.0 | Oct 31, 2025 | J-GAAP |
| Oct - Dec, 2025 | 928 | 114 | 133 | 91 | 16.6 | 12.3 | Jan 30, 2026 | J-GAAP |
| YoY | +12.8% | +48.1% | -15.8% | -13.3% | -13.1% |
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