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Obara Group, First Half Ordinary Profit Increases by 41%, Jan-Mar Ordinary Profit Increases by 51%
6877 Obara Group Incorporated 【J-GAAP】
Earnings ReportObara Group Incorporated <6877> [TSE Std] announced its financial results after the market closed on May 8th (17:00). The consolidated ordinary profit for the cumulative second quarter of the fiscal year ending September 2026 (October 2025 to March 2026) expanded 6.17 billion yen, an increase 40.7% compared to the same period last year. Progress toward the full-year plan of 11.8 billion yen was 52.4%, also surpassing the five-year average of 47.7%.
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 April to September period (second half) is expected to decrease 2.8% from the same period last year to 5.62 billion yen.
In the most recent three-month period, from January to March (2Q), the consolidated ordinary profit increased 51.3% from the same period last year, reaching 2.97 billion yen. The operating profit margin rose from 14.0% in the same period last year to 16.9%.
Kabutan News
Actual Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Progress Rate vs. First Half | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Oct - Mar, 2023 | 26,452 | 4,273 | 4,588 | 3,095 | 177.0 | 46.8 | May 8, 2024 | J-GAAP |
| Oct - Mar, 2024 | 28,203 | 4,111 | 4,391 | 2,942 | 182.4 | 43.2 | May 9, 2025 | J-GAAP |
| Oct - Mar, 2025 | 36,067 | 6,033 | 6,178 | 3,877 | 256.2 | 52.4 | May 8, 2026 | J-GAAP |
| YoY | +27.9% | +46.8% | +40.7% | +31.8% | +40.4% |
First Half Results vs. Previous Guidance
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Oct - Mar, 2025 Guidance | 36,000 | 6,000 | 6,150 | 3,850 | 267.1 | 60 | May 7, 2026 | J-GAAP |
| Oct - Mar, 2025 Results | 36,067 | 6,033 | 6,178 | 3,877 | 256.2 | 60 | May 8, 2026 | J-GAAP |
| Revision Rate | +0.2% | +0.5% | +0.5% | +0.7% | -4.1% |
Current Period Guidance
Second Half Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Apr - Sep, 2025 | 33,479 | 5,588 | 5,785 | 3,820 | 240.0 | 90 | Nov 12, 2025 | J-GAAP |
| Apr - Sep, 2026 Guidance | 35,433 | 5,447 | 5,622 | 3,723 | 258.3 | 90 | May 8, 2026 | J-GAAP |
| YoY | +5.8% | -2.5% | -2.8% | -2.5% | +7.6% |
Current Period Guidance
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Sep, 2024 | 56,391 | 9,195 | 9,804 | 6,724 | 389.8 | 150 | Nov 11, 2024 | J-GAAP |
| Sep, 2025 | 61,682 | 9,699 | 10,176 | 6,762 | 424.9 | 150 | Nov 12, 2025 | J-GAAP |
| Sep, 2026 Guidance | 71,500 | 11,480 | 11,800 | 7,600 | 527.3 | 150 | May 7, 2026 | J-GAAP |
| YoY | +15.9% | +18.4% | +16.0% | +12.4% | +24.1% |
Quarterly Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Operating Profit Margin | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Jan - Mar, 2025 | 15,004 | 2,102 | 1,967 | 1,458 | 90.4 | 14.0 | May 9, 2025 | J-GAAP |
| Apr - Jun, 2025 | 16,963 | 2,961 | 3,053 | 2,029 | 126.5 | 17.5 | Aug 5, 2025 | J-GAAP |
| Jul - Sep, 2025 | 16,516 | 2,627 | 2,732 | 1,791 | 112.5 | 15.9 | Nov 12, 2025 | J-GAAP |
| Oct - Dec, 2025 | 18,429 | 3,059 | 3,202 | 1,930 | 126.4 | 16.6 | Feb 13, 2026 | J-GAAP |
| Jan - Mar, 2026 | 17,638 | 2,974 | 2,976 | 1,947 | 128.7 | 16.9 | May 8, 2026 | J-GAAP |
| YoY | +17.6% | +41.5% | +51.3% | +33.5% | +42.3% |
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