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Yamami Company, Ordinary Profit Forecast for the Fiscal Year Revised Upward by 25%, Highest in Two Terms, Dividend Revised Upward by 10 Yen

Thu Feb 12, 2026 3:30 pm JST Earnings

2820 Yamami Company 【J-GAAP】

Earnings Report

Yamami Company <2820> [TSE Std] announced its financial results after the market closed on February 12th (15:30). The ordinary profit (non-consolidated) for the cumulative second quarter of the fiscal year ending June 2026 (July to December) expanded 1.28 billion yen, an increase 58.8% compared to the same period last year, exceeded the previous forecast of 0.99 billion yen.

In addition, the full-year forecast for ordinary profit has been revised upward 24.8%, from the previous forecast of 1.99 billion yen to 2.49 billion yen (compared to 1.72 billion yen in the previous period), increasing the growth rate from 15.5% to 44.2%, reaches new record high for the first time in two terms.

Based on the first-half performance announced by the company and the full-year plan, our calculation indicates that the ordinary profit for the January to June period (second half) is expected to expand 31.3% from the same period last year, reaching 1.20 billion yen.

In light of the strong performance, the company has increased its planned annual dividend for the current fiscal year from the original plan of 72 yen to 82 yen (compared to 72 yen in the previous period).

In the most recent three-month period, from October to December (2Q), the ordinary profit increased 46.2% from the same period last year, reaching 0.88 billion yen. The operating profit margin jumped from 10.7% in the same period last year to 14.0%.

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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
Jul - Dec, 2023 9,571 1,274 1,274 893 128.3 61.4 Feb 14, 2024 J-GAAP
Jul - Dec, 2024 10,400 807 809 559 80.4 46.8 Feb 13, 2025 J-GAAP
Jul - Dec, 2025 11,498 1,285 1,285 889 127.7 51.6 Feb 12, 2026 J-GAAP
YoY +10.6% +59.2% +58.8% +59.0% +58.9%

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 11,500 1,000 997 688 98.8 36 Aug 14, 2025 J-GAAP
Jul - Dec, 2025 Results 11,498 1,285 1,285 889 127.7 36 Feb 12, 2026 J-GAAP
Revision Rate 0.0% +28.5% +28.9% +29.2% +29.3%

Guidance Update

Full Year Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Jun, 2026 Prev 23,000 2,000 1,995 1,376 197.5 72 Aug 14, 2025 J-GAAP
Jun, 2026 New 23,000 2,500 2,490 1,618 232.2 82 Feb 12, 2026 J-GAAP
Revision Rate 0.0% +25.0% +24.8% +17.6% +17.6%

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 10,664 920 918 943 135.4 36 Aug 14, 2025 J-GAAP
Jan - Jun, 2026 Guidance 11,502 1,215 1,205 729 104.6 46 Feb 12, 2026 J-GAAP
YoY +7.9% +32.1% +31.3% -22.7% -22.7%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Jun, 2024 19,001 2,079 2,076 1,476 211.9 66 Aug 8, 2024 J-GAAP
Jun, 2025 21,064 1,727 1,727 1,502 215.7 72 Aug 14, 2025 J-GAAP
Jun, 2026 Guidance 23,000 2,500 2,490 1,618 232.2 82 Feb 12, 2026 J-GAAP
YoY +9.2% +44.8% +44.2% +7.7% +7.7%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Oct - Dec, 2024 5,602 599 602 418 60.1 10.7 Feb 13, 2025 J-GAAP
Jan - Mar, 2025 5,483 519 518 668 95.9 9.5 May 8, 2025 J-GAAP
Apr - Jun, 2025 5,181 401 400 275 39.5 7.7 Aug 14, 2025 J-GAAP
Jul - Sep, 2025 5,244 408 405 279 40.2 7.8 Nov 13, 2025 J-GAAP
Oct - Dec, 2025 6,254 877 880 610 87.6 14.0 Feb 12, 2026 J-GAAP
YoY +11.6% +46.4% +46.2% +45.9% +45.8%

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