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Temairazu, First Half Ordinary Profit Increases by 7%, Oct-Dec Ordinary Profit Increases by 10%
2477 Temairazu, Inc. 【J-GAAP】
Earnings ReportTemairazu, Inc. <2477> [TSE Std] announced its financial results after the market closed on February 10th (15:30). The ordinary profit (non-consolidated) for the cumulative second quarter of the fiscal year ending June 2026 (July to December) increased 6.9% from the same period last year, reaching 0.84 billion yen. Progress toward the full-year plan of 1.65 billion yen was 50.8%, almost the same as the five-year average of 49.5%.
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 2.4% from the same period last year to 0.81 billion yen.
In the most recent three-month period, from October to December (2Q), the ordinary profit grew 9.8% from the same period last year, reaching 0.43 billion yen. However, the operating profit margin decreased from 74.0% in the same period last year to 73.4%.
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Actual Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Progress Rate vs. First Half | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Jul - Dec, 2023 | 978 | 720 | 720 | 473 | 73.1 | 48.7 | Jan 31, 2024 | J-GAAP |
| Jul - Dec, 2024 | 1,068 | 783 | 786 | 513 | 79.2 | 48.5 | Jan 31, 2025 | J-GAAP |
| Jul - Dec, 2025 | 1,178 | 834 | 840 | 546 | 88.3 | 50.8 | Feb 10, 2026 | J-GAAP |
| YoY | +10.3% | +6.5% | +6.9% | +6.4% | +11.4% |
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 | 1,148 | 798 | 804 | 538 | 87.5 | 16 | Jul 31, 2025 | J-GAAP |
| Jul - Dec, 2025 Results | 1,178 | 834 | 840 | 546 | 88.3 | 16 | Feb 10, 2026 | J-GAAP |
| Revision Rate | +2.6% | +4.5% | +4.5% | +1.5% | +0.8% |
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 | 1,117 | 825 | 834 | 554 | 86.1 | 23 | Jul 31, 2025 | J-GAAP |
| Jan - Jun, 2026 Guidance | 1,187 | 806 | 814 | 562 | 92.6 | 24 | Feb 10, 2026 | J-GAAP |
| YoY | +6.3% | -2.3% | -2.4% | +1.4% | +7.6% |
Current Period Guidance
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Jun, 2024 | 2,023 | 1,476 | 1,479 | 976 | 150.7 | 34 | Jul 31, 2024 | J-GAAP |
| Jun, 2025 | 2,185 | 1,608 | 1,620 | 1,067 | 165.7 | 38 | Jul 31, 2025 | J-GAAP |
| Jun, 2026 Guidance | 2,365 | 1,640 | 1,654 | 1,108 | 182.6 | 40 | Jul 31, 2025 | J-GAAP |
| YoY | +8.2% | +2.0% | +2.1% | +3.8% | +10.2% |
Quarterly Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Operating Profit Margin | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Oct - Dec, 2024 | 538 | 398 | 400 | 248 | 38.3 | 74.0 | Jan 31, 2025 | J-GAAP |
| Jan - Mar, 2025 | 562 | 418 | 422 | 295 | 45.6 | 74.4 | Apr 30, 2025 | J-GAAP |
| Apr - Jun, 2025 | 555 | 407 | 412 | 259 | 40.2 | 73.3 | Jul 31, 2025 | J-GAAP |
| Jul - Sep, 2025 | 580 | 395 | 401 | 267 | 42.9 | 68.1 | Nov 11, 2025 | J-GAAP |
| Oct - Dec, 2025 | 598 | 439 | 439 | 279 | 45.1 | 73.4 | Feb 10, 2026 | J-GAAP |
| YoY | +11.2% | +10.3% | +9.8% | +12.5% | +17.8% |
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