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OHMORI, Nov-Jan (2Q) Ordinary Profit Increases by 11%
1844 OHMORI CO.,LTD. 【J-GAAP】
Earnings ReportOHMORI CO.,LTD. <1844> [TSE Std] announced its financial results after the market closed on March 12th (16:30). The consolidated ordinary profit for the cumulative second quarter of the fiscal year ending July 2026 (August 2025 to January 2026) decreased 3.9% from the same period last year to 473 million yen. However, Progress toward the full-year plan of 607 million yen was 77.9%, also surpassing the five-year average of 63.4%.
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 February to July period (second half) is expected to drop 49.8% from the same period last year to 134 million yen.
In the most recent three-month period, from November to January (2Q), the consolidated ordinary profit grew 11.5% from the same period last year, reaching 340 million yen. However, the operating profit margin decreased from 20.0% in the same period last year to 18.8%.
Kabutan News
Actual Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Progress Rate vs. First Half | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Aug - Jan, 2023 | 2,802 | 397 | 385 | 285 | 16.0 | 64.7 | Mar 12, 2024 | J-GAAP |
| Aug - Jan, 2024 | 3,175 | 505 | 492 | 332 | 17.8 | 64.8 | Mar 12, 2025 | J-GAAP |
| Aug - Jan, 2025 | 3,603 | 494 | 473 | 343 | 18.4 | 77.9 | Mar 12, 2026 | J-GAAP |
| YoY | +13.5% | -2.2% | -3.9% | +3.3% | +3.3% |
First Half Results vs. Previous Guidance
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Aug - Jan, 2025 Guidance | 3,603 | 494 | 473 | 343 | 18.3 | 0 | Mar 11, 2026 | J-GAAP |
| Aug - Jan, 2025 Results | 3,603 | 494 | 473 | 343 | 18.4 | 0 | Mar 12, 2026 | J-GAAP |
| Revision Rate | 0.0% | 0.0% | 0.0% | 0.0% | +0.4% |
Current Period Guidance
Second Half Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Feb - Jul, 2025 | 3,268 | 280 | 267 | 186 | 10.0 | 11.50 | Sep 12, 2025 | J-GAAP |
| Feb - Jul, 2026 Guidance | 3,587 | 163 | 134 | 88 | 4.7 | 11.50 | Mar 11, 2026 | J-GAAP |
| YoY | +9.8% | -41.8% | -49.8% | -52.7% | -52.9% |
Current Period Guidance
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Jul, 2024 | 5,981 | 621 | 595 | 414 | 22.7 | 10 | Sep 13, 2024 | J-GAAP |
| Jul, 2025 | 6,443 | 785 | 759 | 518 | 27.8 | 11.50 | Sep 12, 2025 | J-GAAP |
| Jul, 2026 Guidance | 7,190 | 657 | 607 | 431 | 23.0 | 11.50 | Sep 12, 2025 | J-GAAP |
| YoY | +11.6% | -16.3% | -20.0% | -16.8% | -17.2% |
Quarterly Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Operating Profit Margin | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Nov - Jan, 2024 | 1,557 | 312 | 305 | 210 | 11.3 | 20.0 | Mar 12, 2025 | J-GAAP |
| Feb - Apr, 2025 | 1,648 | 210 | 204 | 126 | 6.8 | 12.7 | Jun 9, 2025 | J-GAAP |
| May - Jul, 2025 | 1,620 | 70 | 63 | 60 | 3.2 | 4.3 | Sep 12, 2025 | J-GAAP |
| Aug - Oct, 2025 | 1,737 | 144 | 133 | 99 | 5.3 | 8.3 | Dec 10, 2025 | J-GAAP |
| Nov - Jan, 2025 | 1,866 | 350 | 340 | 244 | 13.1 | 18.8 | Mar 12, 2026 | J-GAAP |
| YoY | +19.8% | +12.2% | +11.5% | +16.2% | +16.1% |
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