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ZERO, First Half Net Income Decreases by 13%, Oct-Dec Net Income Decreases by 20%

Thu Feb 12, 2026 5:00 pm JST Earnings

9028 ZERO CO.,LTD. 【IFRS】

Earnings Report

ZERO CO.,LTD. <9028> [TSE Std] announced its financial results (based on IFRS) after the market closed on February 12th (17:00). The consolidated net income for the cumulative second quarter of the fiscal year ending June 2026 (July to December) decreased 13.4% from the same period last year to 3.03 billion yen. Progress toward the full-year plan of 7.20 billion yen was 42.2%, almost the same as the five-year average of 41.4%.

Based on the first-half performance announced by the company and the unchanged full-year plan, our calculation indicates that the consolidated net income for the January to June period (second half) is expected to grow 13.3% from the same period last year, reaching 4.16 billion yen.

In the most recent three-month period, from October to December (2Q), the consolidated net income decreased to 1.29 billion yen, a 20.3% decrease compared to the same period last year. The operating profit margin remained almost flat, changing from 6.4% in the same period last year to 6.3%.

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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 64,399 2,315 2,324 1,460 86.5 37.3 Feb 8, 2024 IFRS
Jul - Dec, 2024 68,956 4,951 4,942 3,505 207.1 48.4 Feb 13, 2025 IFRS
Jul - Dec, 2025 65,841 4,436 4,426 3,037 179.1 43.0 Feb 12, 2026 IFRS
YoY -4.5% -10.4% -10.4% -13.4% -13.5%

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 ー ー ー ー － 56 Aug 7, 2025 IFRS
Jul - Dec, 2025 Results 65,841 4,436 4,426 3,037 179.1 56 Feb 12, 2026 IFRS
Revision Rate － － － － －

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 78,887 5,277 5,271 3,674 216.9 96.90 Aug 7, 2025 IFRS
Jan - Jun, 2026 Guidance 79,159 5,864 5,874 4,163 247.8 84.30 Feb 12, 2026 IFRS
YoY +0.3% +11.1% +11.4% +13.3% +14.2%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Jun, 2024 140,751 6,222 6,227 4,150 245.6 61.40 Aug 8, 2024 IFRS
Jun, 2025 147,843 10,228 10,213 7,179 423.9 139.90 Aug 7, 2025 IFRS
Jun, 2026 Guidance 145,000 10,300 10,300 7,200 428.5 140.30 Aug 7, 2025 IFRS
YoY -1.9% +0.7% +0.9% +0.3% +1.1%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Oct - Dec, 2024 34,644 2,227 2,227 1,618 95.6 6.4 Feb 13, 2025 IFRS
Jan - Mar, 2025 44,067 2,766 2,763 1,947 115.0 6.3 May 15, 2025 IFRS
Apr - Jun, 2025 34,820 2,511 2,508 1,727 102.0 7.2 Aug 7, 2025 IFRS
Jul - Sep, 2025 35,453 2,510 2,516 1,747 103.1 7.1 Nov 13, 2025 IFRS
Oct - Dec, 2025 30,388 1,926 1,910 1,290 76.1 6.3 Feb 12, 2026 IFRS
YoY -12.3% -13.5% -14.2% -20.3% -20.4%

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