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NAGAILEBEN, First Half Ordinary Profit Revised Downward to an Unexpected 4%Decrease

Thu Apr 2, 2026 3:30 pm JST Earnings

7447 NAGAILEBEN Co.,Ltd. 【J-GAAP】

Earnings Report

NAGAILEBEN Co.,Ltd. <7447> [TSE Prime] announced its financial results after the market closed on April 2nd (15:30). The consolidated ordinary profit for the cumulative second quarter of the fiscal year ending August 2026 (September 2025 to February 2026) decreased 4.4% from the same period last year to 1.47 billion yen, resulting in a decrease in profits compared to the previous forecast of a 5.6% increase.

Progress toward the full-year plan of 4.20 billion yen was 35.1%, also falling below the five-year average of 41.3%.

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 March to August period (second half) is expected to grow 26.0% from the same period last year, reaching 2.72 billion yen.

In the most recent three-month period, from December to February (2Q), the consolidated ordinary profit grew 7.4% from the same period last year, reaching 1.01 billion yen. However, the operating profit margin decreased from 19.9% in the same period last year to 19.6%.

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Actual Results

Accumulated Results 2nd Quarter
Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Progress Rate vs. First Half Announce Accounting Standards
Sep - Feb, 2023 7,392 1,608 1,639 1,129 35.4 40.2 Apr 2, 2024 J-GAAP
Sep - Feb, 2024 7,843 1,499 1,543 1,062 34.0 41.6 Apr 2, 2025 J-GAAP
Sep - Feb, 2025 7,861 1,381 1,475 1,014 33.5 35.1 Apr 2, 2026 J-GAAP
YoY +0.2% -7.9% -4.4% -4.5% -1.4%

First Half Results vs. Previous Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Sep - Feb, 2025 Guidance 8,170 1,539 1,630 1,125 37.5 0 Oct 1, 2025 J-GAAP
Sep - Feb, 2025 Results 7,861 1,381 1,475 1,014 33.5 0 Apr 2, 2026 J-GAAP
Revision Rate -3.8% -10.3% -9.5% -9.9% -10.7%

Current Period Guidance

Second Half Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar - Aug, 2025 9,140 2,084 2,163 1,511 48.9 100 Oct 1, 2025 J-GAAP
Mar - Aug, 2026 Guidance 10,139 2,644 2,725 1,886 62.9 60 Apr 2, 2026 J-GAAP
YoY +10.9% +26.9% +26.0% +24.8% +28.7%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Aug, 2024 16,412 4,004 4,074 2,822 88.8 60 Oct 1, 2024 J-GAAP
Aug, 2025 16,983 3,583 3,706 2,573 83.2 100 Oct 1, 2025 J-GAAP
Aug, 2026 Guidance 18,000 4,025 4,200 2,900 96.8 60 Oct 1, 2025 J-GAAP
YoY +6.0% +12.3% +13.3% +12.7% +16.3%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Dec - Feb, 2024 4,633 920 942 649 20.8 19.9 Apr 2, 2025 J-GAAP
Mar - May, 2025 5,523 1,416 1,452 1,004 32.3 25.6 Jun 27, 2025 J-GAAP
Jun - Aug, 2025 3,617 668 711 507 16.4 18.5 Oct 1, 2025 J-GAAP
Sep - Nov, 2025 2,920 412 463 317 10.4 14.1 Dec 25, 2025 J-GAAP
Dec - Feb, 2025 4,941 969 1,012 697 23.1 19.6 Apr 2, 2026 J-GAAP
YoY +6.6% +5.3% +7.4% +7.4% +10.9%

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