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NEO MARKETING, First Half Ordinary Profit Increases by 15%, Exceeds Full-Year Plan

Thu May 14, 2026 4:00 pm JST Earnings

4196 NEO MARKETING Inc. 【J-GAAP】

Earnings Report

NEO MARKETING Inc. <4196> [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) increased 15.2% from the same period last year, reaching 121 million yen. Progress toward the full-year plan of 120 million yen is 100.8%.

Based on the first-half performance announced by the company and the unchanged full-year plan, our calculation indicates that the consolidated ordinary loss for the April to September period (second half) is expected to further decrease loss of 1 million yen (compared to a loss of 98 million yen in the same period last year).

In the most recent three-month period, from January to March (2Q), the consolidated ordinary profit grew 11.4% from the same period last year, reaching 117 million yen. The operating profit margin rose from 14.1% in the same period last year to 14.5%.

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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
Oct - Mar, 2023 1,208 138 138 86 35.3 985.7 May 14, 2024 J-GAAP
Oct - Mar, 2024 1,297 106 105 182 73.7 1,500.0 May 14, 2025 J-GAAP
Oct - Mar, 2025 1,385 120 121 117 47.8 100.8 May 14, 2026 J-GAAP
YoY +6.8% +13.2% +15.2% -35.7% -35.1%

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 － 0 Nov 13, 2025 J-GAAP
Oct - Mar, 2025 Results 1,385 120 121 117 47.8 0 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 1,009 -96 -98 -156 -64.6 0 Nov 13, 2025 J-GAAP
Apr - Sep, 2026 Guidance 1,415 -20 -1 -17 -6.9 0 May 14, 2026 J-GAAP
YoY +40.2% +79.2% +99.0% +89.1% +89.3%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Sep, 2024 2,098 15 14 147 59.7 0 Nov 13, 2024 J-GAAP
Sep, 2025 2,306 10 7 26 10.8 0 Nov 13, 2025 J-GAAP
Sep, 2026 Guidance 2,800 100 120 100 40.5 0 Nov 13, 2025 J-GAAP
YoY +21.4% +900.0% +1,614.3% +284.6% +276.7%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Jan - Mar, 2025 753 106 105 199 80.5 14.1 May 14, 2025 J-GAAP
Apr - Jun, 2025 420 -100 -101 -85 -34.3 -23.8 Aug 13, 2025 J-GAAP
Jul - Sep, 2025 589 4 3 -71 -29.4 0.7 Nov 13, 2025 J-GAAP
Oct - Dec, 2025 577 3 4 1 0.5 0.5 Feb 13, 2026 J-GAAP
Jan - Mar, 2026 808 117 117 116 47.4 14.5 May 14, 2026 J-GAAP
YoY +7.3% +10.4% +11.4% -41.7% -41.2%

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