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YAGAMI, May-Jan (Cumulative 3Q) Ordinary Profit Increases by 24%, Nov-Jan Ordinary Profit Increases by 45%
7488 YAGAMI INC. 【J-GAAP】
Earnings ReportYAGAMI INC. <7488> [NSE Main] announced its financial results in the afternoon session on February 27th (15:00). The consolidated ordinary profit for the cumulative third quarter of the fiscal year ending April 2026 (May 2025 to January 2026) increased 24.4% from the same period last year, reaching 1.71 billion yen. Progress toward the full-year plan of 2.18 billion yen was 78.7%, also surpassing the five-year average of 71.6%.
Based on the cumulative third-quarter performance announced by the company and the unchanged full-year plan, our calculation indicates that the consolidated ordinary profit for the February to April period (4Q) is expected to decrease 23.9% from the same period last year to 0.46 billion yen.
In the most recent three-month period, from November to January (3Q), the consolidated ordinary profit increased 45.1% from the same period last year, reaching 0.59 billion yen. The operating profit margin rose from 15.8% in the same period last year to 19.5%.
Kabutan News
Actual Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Progress Rate vs. First Half | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| May - Jan, 2023 | 7,390 | 1,260 | 1,277 | 810 | 154.4 | 67.8 | Feb 22, 2024 | J-GAAP |
| May - Jan, 2024 | 7,760 | 1,343 | 1,380 | 884 | 168.7 | 69.3 | Feb 21, 2025 | J-GAAP |
| May - Jan, 2025 | 8,346 | 1,669 | 1,717 | 1,174 | 224.0 | 78.7 | Feb 27, 2026 | J-GAAP |
| YoY | +7.6% | +24.3% | +24.4% | +32.8% | +32.8% |
Current Period Guidance
Second Half Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Nov - Apr, 2024 | 5,645 | 1,002 | 1,021 | 679 | 129.5 | 91 | May 30, 2025 | J-GAAP |
| Nov - Apr, 2025 Guidance | 5,650 | 1,040 | 1,060 | 720 | 137.3 | 138 | May 30, 2025 | J-GAAP |
| YoY | +0.1% | +3.8% | +3.8% | +6.0% | +6.0% |
Current Period Guidance
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Apr, 2024 | 10,545 | 1,861 | 1,883 | 1,203 | 229.5 | 161 | May 31, 2024 | J-GAAP |
| Apr, 2025 | 10,875 | 1,946 | 1,991 | 1,301 | 248.2 | 174 | May 30, 2025 | J-GAAP |
| Apr, 2026 Guidance | 11,042 | 2,134 | 2,182 | 1,487 | 283.5 | 284 | Nov 21, 2025 | J-GAAP |
| YoY | +1.5% | +9.7% | +9.6% | +14.3% | +14.2% |
Quarterly Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Operating Profit Margin | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Nov - Jan, 2024 | 2,530 | 399 | 410 | 262 | 50.0 | 15.8 | Feb 21, 2025 | J-GAAP |
| Feb - Apr, 2025 | 3,115 | 603 | 611 | 417 | 79.5 | 19.4 | May 30, 2025 | J-GAAP |
| May - Jul, 2025 | 2,424 | 464 | 477 | 325 | 62.1 | 19.1 | Aug 22, 2025 | J-GAAP |
| Aug - Oct, 2025 | 2,968 | 630 | 645 | 442 | 84.3 | 21.2 | Nov 21, 2025 | J-GAAP |
| Nov - Jan, 2025 | 2,954 | 575 | 595 | 407 | 77.7 | 19.5 | Feb 27, 2026 | J-GAAP |
| YoY | +16.8% | +44.1% | +45.1% | +55.3% | +55.3% |
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Nikkei 225 open on the 27th = 147 yen lower, 58,606 yen