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ALPHA, First Half Ordinary Profit Increases by 17%, Dec-Feb Ordinary Profit Increases by 76%
4760 ALPHA CO.,LTD. 【J-GAAP】
Earnings ReportALPHA CO.,LTD. <4760> [TSE Std] announced its financial results after the market closed on April 10th (15:30). The consolidated ordinary profit for the cumulative second quarter of the fiscal year ending August 2026 (September 2025 to February 2026) increased 16.8% from the same period last year, reaching 160 million yen. Progress toward the full-year plan of 250 million yen was 64.0%, almost the same as the same period of the previous year of 61.2%.
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 March to August period (second half) is expected to grow 3.4% from the same period last year, reaching 90 million yen.
In the most recent three-month period, from December to February (2Q), the consolidated ordinary profit increased 76.1% from the same period last year, reaching 81 million yen. The operating profit margin improved from 3.2% in the same period last year to 5.2%.
Kabutan News
Actual Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Progress Rate vs. First Half | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Sep - Feb, 2023 | 3,199 | 123 | 118 | 122 | 151.9 | 113.5 | Apr 12, 2024 | J-GAAP |
| Sep - Feb, 2024 | 3,152 | 141 | 137 | 90 | 112.6 | 61.2 | Apr 11, 2025 | J-GAAP |
| Sep - Feb, 2025 | 3,330 | 166 | 160 | 104 | 129.5 | 64.0 | Apr 10, 2026 | J-GAAP |
| YoY | +5.6% | +17.7% | +16.8% | +15.6% | +15.0% |
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 | 3,330 | 166 | 160 | 104 | 129.4 | 0 | Apr 6, 2026 | J-GAAP |
| Sep - Feb, 2025 Results | 3,330 | 166 | 160 | 104 | 129.5 | 0 | Apr 10, 2026 | J-GAAP |
| Revision Rate | 0.0% | 0.0% | 0.0% | 0.0% | +0.1% |
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 | 3,213 | 93 | 87 | 37 | 46.3 | 60 | Oct 10, 2025 | J-GAAP |
| Mar - Aug, 2026 Guidance | 3,270 | 94 | 90 | 26 | 32.3 | 70 | Apr 6, 2026 | J-GAAP |
| YoY | +1.8% | +1.1% | +3.4% | -29.7% | -30.1% |
Current Period Guidance
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Aug, 2024 | 6,124 | 114 | 104 | 133 | 165.8 | 50 | Oct 11, 2024 | J-GAAP |
| Aug, 2025 | 6,365 | 234 | 224 | 127 | 158.8 | 60 | Oct 10, 2025 | J-GAAP |
| Aug, 2026 Guidance | 6,600 | 260 | 250 | 130 | 161.7 | 70 | Apr 6, 2026 | J-GAAP |
| YoY | +3.7% | +11.1% | +11.6% | +2.4% | +1.8% |
Quarterly Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Operating Profit Margin | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Dec - Feb, 2024 | 1,508 | 48 | 46 | 22 | 27.5 | 3.2 | Apr 11, 2025 | J-GAAP |
| Mar - May, 2025 | 1,652 | 55 | 51 | 26 | 32.5 | 3.3 | Jul 11, 2025 | J-GAAP |
| Jun - Aug, 2025 | 1,561 | 38 | 36 | 11 | 13.8 | 2.4 | Oct 10, 2025 | J-GAAP |
| Sep - Nov, 2025 | 1,704 | 82 | 79 | 52 | 65.3 | 4.8 | Jan 9, 2026 | J-GAAP |
| Dec - Feb, 2025 | 1,626 | 84 | 81 | 52 | 64.7 | 5.2 | Apr 10, 2026 | J-GAAP |
| YoY | +7.8% | +75.0% | +76.1% | +136.4% | +135.2% |
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