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SAIZERIYA, Ordinary Profit Forecast for the Fiscal Year Revised Downward by 2%

Wed Apr 8, 2026 3:30 pm JST Earnings

7581 SAIZERIYA CO.,LTD. 【J-GAAP】

Earnings Report

SAIZERIYA CO.,LTD. <7581> [TSE Prime] announced its financial results after the market closed on April 8th (15:30). The consolidated ordinary profit for the cumulative second quarter of the fiscal year ending August 2026 (September 2025 to February 2026) expanded 8.83 billion yen, an increase 36.3% compared to the same period last year, exceeded the previous forecast of 7.30 billion yen.

However, the full-year forecast for consolidated ordinary profit has decreased 2.1%, from the previous forecast of 18.7 billion yen to 18.3 billion yen (compared to 15.8 billion yen in the previous period), leading to a reduction in the profit growth rate from 18.3% to 15.8%.

Based on the first-half performance announced by the company and the full-year plan, our calculation indicates that the consolidated ordinary profit for the March to August period (second half) is expected to grow 1.5% from the same period last year, reaching 9.46 billion yen.

In the most recent three-month period, from December to February (2Q), the consolidated ordinary profit increased 69.6% from the same period last year, reaching 4.09 billion yen. The operating profit margin improved from 3.8% in the same period last year to 5.5%.

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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 104,634 5,934 6,482 2,554 52.2 41.6 Apr 10, 2024 J-GAAP
Sep - Feb, 2024 121,572 6,185 6,478 4,669 95.1 41.0 Apr 9, 2025 J-GAAP
Sep - Feb, 2025 142,854 8,654 8,832 5,635 114.7 48.3 Apr 8, 2026 J-GAAP
YoY +17.5% +39.9% +36.3% +20.7% +20.7%

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 132,200 7,800 7,300 4,900 99.9 0 Oct 15, 2025 J-GAAP
Sep - Feb, 2025 Results 142,854 8,654 8,832 5,635 114.7 0 Apr 8, 2026 J-GAAP
Revision Rate +8.1% +10.9% +21.0% +15.0% +14.8%

Guidance Update

Full Year Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Aug, 2026 Prev 276,300 19,000 18,700 12,400 252.4 30 Oct 15, 2025 J-GAAP
Aug, 2026 New 297,000 18,200 18,300 11,800 240.2 30 Apr 8, 2026 J-GAAP
Revision Rate +7.5% -4.2% -2.1% -4.8% -4.8%

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 135,142 9,314 9,327 6,495 132.3 30 Oct 15, 2025 J-GAAP
Mar - Aug, 2026 Guidance 154,146 9,546 9,468 6,165 125.5 30 Apr 8, 2026 J-GAAP
YoY +14.1% +2.5% +1.5% -5.1% -5.2%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Aug, 2024 224,542 14,863 15,585 8,149 166.3 25 Oct 9, 2024 J-GAAP
Aug, 2025 256,714 15,499 15,805 11,164 227.5 30 Oct 15, 2025 J-GAAP
Aug, 2026 Guidance 297,000 18,200 18,300 11,800 240.2 30 Apr 8, 2026 J-GAAP
YoY +15.7% +17.4% +15.8% +5.7% +5.6%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Dec - Feb, 2024 60,297 2,267 2,416 2,014 41.0 3.8 Apr 9, 2025 J-GAAP
Mar - May, 2025 66,767 4,423 4,416 3,115 63.5 6.6 Jul 9, 2025 J-GAAP
Jun - Aug, 2025 68,375 4,891 4,911 3,380 68.9 7.2 Oct 15, 2025 J-GAAP
Sep - Nov, 2025 70,285 4,660 4,735 3,091 63.0 6.6 Jan 14, 2026 J-GAAP
Dec - Feb, 2025 72,569 3,994 4,097 2,544 51.8 5.5 Apr 8, 2026 J-GAAP
YoY +20.4% +76.2% +69.6% +26.3% +26.3%

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