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OSAKA YUKA, First Half Ordinary Profit Increases by 32%, Exceeds Full-Year Plan

Thu May 14, 2026 4:00 pm JST Earnings

4124 OSAKA YUKA INDUSTRY LTD. 【J-GAAP】

Earnings Report

OSAKA YUKA INDUSTRY LTD. <4124> [TSE Std] announced its financial results after the market closed on May 14th (16:00). The consolidated ordinary profit for the cumulative second quarter of the fiscal year ending September 2026 (October 2025 to March 2026) expanded 150 million yen, an increase 31.6% compared to the same period last year. Progress toward the full-year plan of 140 million yen is 107.1%, already exceeding the target and also exceeding the five-year average (Excluding loss-making periods） of 58.2%.

Based on the first-half performance announced by the company and the unchanged full-year plan, our calculation indicates that the consolidated ordinary profit/loss for the April to September period (second half) is expected to turn into a loss of 10 million yen (compared to a profit of 24 million yen in the same period last year).

In the most recent three-month period, from January to March (2Q), the consolidated ordinary profit surged 4.8 times that of the same period last year, reaching 100 million yen. The operating profit margin drastically improved from 9.2% in the same period last year to 23.3%.

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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
Oct - Mar, 2023 446 -30 -29 -26 -25.2 ー May 9, 2024 J-GAAP
Oct - Mar, 2024 590 113 114 -33 -32.5 82.6 May 15, 2025 J-GAAP
Oct - Mar, 2025 727 149 150 113 121.4 107.1 May 14, 2026 J-GAAP
YoY +23.2% +31.9% +31.6% － －

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 ー ー ー ー － 23 Mar 17, 2026 J-GAAP
Oct - Mar, 2025 Results 727 149 150 113 121.4 23 May 14, 2026 J-GAAP
Revision Rate － － － － －

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 594 26 24 1 1.0 36 Nov 14, 2025 J-GAAP
Apr - Sep, 2026 Guidance 513 -9 -10 -18 -21.3 23 May 14, 2026 J-GAAP
YoY -13.6% － － － －

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Sep, 2024 987 18 19 0 0.1 35 Nov 14, 2024 J-GAAP
Sep, 2025 1,184 139 138 -32 -30.8 36 Nov 14, 2025 J-GAAP
Sep, 2026 Guidance 1,240 140 140 95 112.2 46 Mar 17, 2026 J-GAAP
YoY +4.7% +0.7% +1.4% － －

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Jan - Mar, 2025 239 22 21 -18 -17.7 9.2 May 15, 2025 J-GAAP
Apr - Jun, 2025 276 51 50 33 31.9 18.5 Aug 8, 2025 J-GAAP
Jul - Sep, 2025 318 -25 -26 -32 -30.8 -7.9 Nov 14, 2025 J-GAAP
Oct - Dec, 2025 302 50 50 34 33.8 16.6 Feb 13, 2026 J-GAAP
Jan - Mar, 2026 425 99 100 79 84.9 23.3 May 14, 2026 J-GAAP
YoY +77.8% +350.0% +376.2% － －

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