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MAEDA KOSEN, First Half Ordinary Profit Unexpectedly Revised Upward by 9%
7821 MAEDA KOSEN CO., LTD. 【J-GAAP】
Earnings ReportMAEDA KOSEN CO., LTD. <7821> [TSE Prime] announced its financial results in the afternoon session on February 13th (14:30). The consolidated ordinary profit for the cumulative second quarter of the fiscal year ending June 2026 (July to December) increased 8.8% from the same period last year, reaching 7.85 billion yen, resulting in an increase in profits compared to the previous forecast of a 14.9% decrease.
Progress toward the full-year plan of 11.0 billion yen was 71.4%, also surpassing the three-year average of 50.9%.
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 drop 37.6% from the same period last year to 3.14 billion yen.
In the most recent three-month period, from October to December (2Q), the consolidated ordinary profit grew 7.2% from the same period last year, reaching 4.15 billion yen. However, the operating profit margin decreased from 20.9% in the same period last year to 19.8%.
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 | 28,441 | 5,661 | 5,473 | 3,760 | 61.9 | 48.7 | Feb 14, 2024 | J-GAAP |
| Jul - Dec, 2024 | 32,530 | 7,152 | 7,224 | 4,939 | 72.6 | 58.9 | Feb 14, 2025 | J-GAAP |
| Jul - Dec, 2025 | 37,904 | 7,175 | 7,859 | 5,406 | 80.6 | 71.4 | Feb 13, 2026 | J-GAAP |
| YoY | +16.5% | +0.3% | +8.8% | +9.5% | +10.9% |
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 | 36,200 | 6,150 | 6,150 | 4,250 | 63.3 | 14 | Aug 8, 2025 | J-GAAP |
| Jul - Dec, 2025 Results | 37,904 | 7,175 | 7,859 | 5,406 | 80.6 | 14 | Feb 13, 2026 | J-GAAP |
| Revision Rate | +4.7% | +16.7% | +27.8% | +27.2% | +27.3% |
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 | 31,578 | 4,874 | 5,035 | 4,550 | 67.1 | 14 | Aug 8, 2025 | J-GAAP |
| Jan - Jun, 2026 Guidance | 29,596 | 3,825 | 3,141 | 2,194 | 32.7 | 14 | Feb 13, 2026 | J-GAAP |
| YoY | -6.3% | -21.5% | -37.6% | -51.8% | -51.3% |
Current Period Guidance
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Jun, 2024 | 55,833 | 10,736 | 11,236 | 7,979 | 127.3 | 21 | Aug 9, 2024 | J-GAAP |
| Jun, 2025 | 64,108 | 12,026 | 12,259 | 9,489 | 139.9 | 26 | Aug 8, 2025 | J-GAAP |
| Jun, 2026 Guidance | 67,500 | 11,000 | 11,000 | 7,600 | 113.1 | 28 | Aug 8, 2025 | J-GAAP |
| YoY | +5.3% | -8.5% | -10.3% | -19.9% | -19.2% |
Quarterly Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Operating Profit Margin | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Oct - Dec, 2024 | 16,871 | 3,520 | 3,877 | 2,645 | 38.9 | 20.9 | Feb 14, 2025 | J-GAAP |
| Jan - Mar, 2025 | 15,028 | 3,000 | 3,003 | 2,065 | 30.4 | 20.0 | May 15, 2025 | J-GAAP |
| Apr - Jun, 2025 | 16,550 | 1,874 | 2,032 | 2,485 | 36.7 | 11.3 | Aug 8, 2025 | J-GAAP |
| Jul - Sep, 2025 | 18,742 | 3,386 | 3,701 | 2,577 | 38.4 | 18.1 | Nov 14, 2025 | J-GAAP |
| Oct - Dec, 2025 | 19,162 | 3,789 | 4,158 | 2,829 | 42.2 | 19.8 | Feb 13, 2026 | J-GAAP |
| YoY | +13.6% | +7.6% | +7.2% | +7.0% | +8.4% |
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