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INABA SEISAKUSHO, First Half Ordinary Profit Increases by 19%, Nov-Jan Ordinary Profit Increases by 37%
3421 INABA SEISAKUSHO Co.,Ltd. 【J-GAAP】
Earnings ReportINABA SEISAKUSHO Co.,Ltd. <3421> [TSE Std] announced its financial results after the market closed on March 13th (17:00). The consolidated ordinary profit for the cumulative second quarter of the fiscal year ending July 2026 (August 2025 to January 2026) increased 18.5% from the same period last year, reaching 0.83 billion yen. However, Progress toward the full-year plan of 2.80 billion yen was 29.7%, also falling below the five-year average of 37.9%.
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 February to July period (second half) is expected to expand 31.6% from the same period last year, reaching 1.96 billion yen.
In the most recent three-month period, from November to January (2Q), the consolidated ordinary profit increased 37.2% from the same period last year, reaching 0.39 billion yen. The operating profit margin improved from 2.0% in the same period last year to 3.0%.
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 | 20,041 | 1,363 | 1,544 | 1,136 | 68.9 | 45.4 | Mar 15, 2024 | J-GAAP |
| Aug - Jan, 2024 | 19,903 | 534 | 701 | 440 | 27.4 | 31.9 | Mar 14, 2025 | J-GAAP |
| Aug - Jan, 2025 | 19,744 | 637 | 831 | 621 | 39.1 | 29.7 | Mar 13, 2026 | J-GAAP |
| YoY | -0.8% | +19.3% | +18.5% | +41.1% | +43.1% |
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 | 20,300 | 820 | 990 | 610 | 38.4 | 22 | Sep 12, 2025 | J-GAAP |
| Aug - Jan, 2025 Results | 19,744 | 637 | 831 | 621 | 39.1 | 22 | Mar 13, 2026 | J-GAAP |
| Revision Rate | -2.7% | -22.3% | -16.1% | +1.8% | +1.9% |
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 | 22,002 | 1,331 | 1,496 | 1,106 | 68.7 | 21 | Sep 12, 2025 | J-GAAP |
| Feb - Jul, 2026 Guidance | 23,106 | 1,823 | 1,969 | 1,249 | 78.7 | 22 | Mar 13, 2026 | J-GAAP |
| YoY | +5.0% | +37.0% | +31.6% | +12.9% | +14.5% |
Current Period Guidance
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Jul, 2024 | 42,414 | 3,064 | 3,402 | 2,441 | 148.9 | 37 | Sep 13, 2024 | J-GAAP |
| Jul, 2025 | 41,905 | 1,865 | 2,197 | 1,546 | 96.0 | 42 | Sep 12, 2025 | J-GAAP |
| Jul, 2026 Guidance | 42,850 | 2,460 | 2,800 | 1,870 | 117.8 | 44 | Sep 12, 2025 | J-GAAP |
| YoY | +2.3% | +31.9% | +27.4% | +21.0% | +22.7% |
Quarterly Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Operating Profit Margin | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Nov - Jan, 2024 | 9,906 | 200 | 285 | 170 | 10.6 | 2.0 | Mar 14, 2025 | J-GAAP |
| Feb - Apr, 2025 | 11,736 | 996 | 1,075 | 774 | 48.0 | 8.5 | Jun 13, 2025 | J-GAAP |
| May - Jul, 2025 | 10,266 | 335 | 421 | 332 | 20.6 | 3.3 | Sep 12, 2025 | J-GAAP |
| Aug - Oct, 2025 | 10,162 | 350 | 440 | 348 | 21.9 | 3.4 | Dec 12, 2025 | J-GAAP |
| Nov - Jan, 2025 | 9,582 | 287 | 391 | 273 | 17.2 | 3.0 | Mar 13, 2026 | J-GAAP |
| YoY | -3.3% | +43.5% | +37.2% | +60.6% | +62.8% |
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