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INTAGE HOLDINGS, First Half Ordinary Profit Increases by 37%
4326 INTAGE HOLDINGS Inc. 【J-GAAP】
Earnings ReportINTAGE HOLDINGS Inc. <4326> [TSE Prime] announced its financial results in the afternoon session on February 5th (13:30). The consolidated ordinary profit for the cumulative second quarter of the fiscal year ending June 2026 (July to December) expanded 2.38 billion yen, an increase 36.5% compared to the same period last year, exceeded the previous forecast of 2.00 billion yen.
However, Progress toward the full-year plan of 5.50 billion yen was 43.3%, also falling below the five-year average of 48.3%.
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 January to June period (second half) is expected to expand 30.7% from the same period last year, reaching 3.11 billion yen.
In the most recent three-month period, from October to December (2Q), the consolidated ordinary profit grew 10.9% from the same period last year, reaching 1.81 billion yen. The operating profit margin improved from 9.4% in the same period last year to 10.3%.
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 | 30,739 | 1,530 | 1,640 | 1,015 | 26.7 | 46.3 | Feb 7, 2024 | J-GAAP |
| Jul - Dec, 2024 | 32,027 | 1,781 | 1,744 | 2,017 | 52.9 | 42.2 | Feb 6, 2025 | J-GAAP |
| Jul - Dec, 2025 | 31,688 | 2,363 | 2,381 | 1,220 | 32.0 | 43.3 | Feb 5, 2026 | J-GAAP |
| YoY | -1.1% | +32.7% | +36.5% | -39.5% | -39.6% |
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 | 32,500 | 2,000 | 2,000 | 1,000 | 26.2 | 24 | Aug 5, 2025 | J-GAAP |
| Jul - Dec, 2025 Results | 31,688 | 2,363 | 2,381 | 1,220 | 32.0 | 24 | Feb 5, 2026 | J-GAAP |
| Revision Rate | -2.5% | +18.2% | +19.1% | +22.0% | +22.0% |
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 | 33,544 | 2,460 | 2,387 | 1,488 | 39.0 | 22.50 | Aug 5, 2025 | J-GAAP |
| Jan - Jun, 2026 Guidance | 38,312 | 3,237 | 3,119 | 1,980 | 51.8 | 24 | Feb 5, 2026 | J-GAAP |
| YoY | +14.2% | +31.6% | +30.7% | +33.1% | +32.9% |
Current Period Guidance
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Jun, 2024 | 63,279 | 3,289 | 3,543 | 2,456 | 64.5 | 43 | Aug 7, 2024 | J-GAAP |
| Jun, 2025 | 65,571 | 4,241 | 4,131 | 3,505 | 91.8 | 45 | Aug 5, 2025 | J-GAAP |
| Jun, 2026 Guidance | 70,000 | 5,600 | 5,500 | 3,200 | 83.8 | 48 | Aug 5, 2025 | J-GAAP |
| YoY | +6.8% | +32.0% | +33.1% | -8.7% | -8.8% |
Quarterly Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Operating Profit Margin | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Oct - Dec, 2024 | 16,970 | 1,594 | 1,638 | 885 | 23.2 | 9.4 | Feb 6, 2025 | J-GAAP |
| Jan - Mar, 2025 | 18,918 | 2,486 | 2,457 | 1,767 | 46.3 | 13.1 | May 8, 2025 | J-GAAP |
| Apr - Jun, 2025 | 14,626 | -26 | -70 | -279 | -7.3 | -0.2 | Aug 5, 2025 | J-GAAP |
| Jul - Sep, 2025 | 14,361 | 572 | 565 | 292 | 7.7 | 4.0 | Nov 4, 2025 | J-GAAP |
| Oct - Dec, 2025 | 17,327 | 1,791 | 1,816 | 928 | 24.3 | 10.3 | Feb 5, 2026 | J-GAAP |
| YoY | +2.1% | +12.4% | +10.9% | +4.9% | +4.7% |
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