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MEIHO ENTERPRISE, First Half Ordinary Profit Increases by 67%
8927 MEIHO ENTERPRISE CO.,LTD. 【J-GAAP】
Earnings ReportMEIHO ENTERPRISE CO.,LTD. <8927> [TSE Std] announced its financial results after the market closed on March 17th (15:30). The consolidated ordinary profit for the cumulative second quarter of the fiscal year ending July 2026 (August 2025 to January 2026) expanded 1.20 billion yen, an increase 66.9% compared to the same period last year, exceeded the previous forecast of 1.00 billion yen.
Progress toward the full-year plan of 3.00 billion yen was 40.1%, exceeding the five-year average of 27.2%.
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 decrease 8.4% from the same period last year to 1.79 billion yen.
In the most recent three-month period, from November to January (2Q), the consolidated ordinary profit surged 8.1 times that of the same period last year, reaching 1.02 billion yen. The operating profit margin significantly improved from 6.9% in the same period last year to 10.4%.
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Actual Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Progress Rate vs. First Half | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Aug - Jan, 2023 | 10,868 | 1,374 | 1,192 | 835 | 28.3 | 62.9 | Mar 15, 2024 | J-GAAP |
| Aug - Jan, 2024 | 11,752 | 1,051 | 720 | 460 | 15.6 | 26.8 | Mar 17, 2025 | J-GAAP |
| Aug - Jan, 2025 | 14,861 | 1,440 | 1,202 | 859 | 28.4 | 40.1 | Mar 17, 2026 | J-GAAP |
| YoY | +26.5% | +37.0% | +66.9% | +86.7% | +81.9% |
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 | 16,100 | 1,400 | 1,000 | 600 | 19.7 | 6.50 | Sep 11, 2025 | J-GAAP |
| Aug - Jan, 2025 Results | 14,861 | 1,440 | 1,202 | 859 | 28.4 | 6.50 | Mar 17, 2026 | J-GAAP |
| Revision Rate | -7.7% | +2.9% | +20.2% | +43.2% | +44.5% |
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 | 18,044 | 2,322 | 1,963 | 1,433 | 48.6 | 6.50 | Sep 11, 2025 | J-GAAP |
| Feb - Jul, 2026 Guidance | 22,739 | 2,360 | 1,798 | 1,141 | 37.4 | 6.50 | Mar 17, 2026 | J-GAAP |
| YoY | +26.0% | +1.6% | -8.4% | -20.4% | -23.1% |
Current Period Guidance
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Jul, 2024 | 20,562 | 2,341 | 1,895 | 1,375 | 46.6 | 11 | Sep 12, 2024 | J-GAAP |
| Jul, 2025 | 29,796 | 3,373 | 2,683 | 1,893 | 64.2 | 12 | Sep 11, 2025 | J-GAAP |
| Jul, 2026 Guidance | 37,600 | 3,800 | 3,000 | 2,000 | 65.5 | 13 | Sep 11, 2025 | J-GAAP |
| YoY | +26.2% | +12.7% | +11.8% | +5.7% | +2.0% |
Quarterly Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Operating Profit Margin | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Nov - Jan, 2024 | 4,560 | 314 | 126 | 76 | 2.6 | 6.9 | Mar 17, 2025 | J-GAAP |
| Feb - Apr, 2025 | 8,091 | 1,033 | 865 | 589 | 20.0 | 12.8 | Jun 12, 2025 | J-GAAP |
| May - Jul, 2025 | 9,953 | 1,289 | 1,098 | 844 | 28.6 | 13.0 | Sep 11, 2025 | J-GAAP |
| Aug - Oct, 2025 | 4,921 | 411 | 180 | 115 | 3.8 | 8.4 | Dec 11, 2025 | J-GAAP |
| Nov - Jan, 2025 | 9,940 | 1,029 | 1,022 | 744 | 24.6 | 10.4 | Mar 17, 2026 | J-GAAP |
| YoY | +118.0% | +227.7% | +711.1% | +878.9% | +853.1% |
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