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NATOCO, First Half Ordinary Profit Increases by 90%

Fri May 29, 2026 3:30 pm JST Earnings

4627 NATOCO CO.,LTD. 【J-GAAP】

Earnings Report

NATOCO CO.,LTD. <4627> [TSE Std] announced its financial results after the market closed on May 29th (15:30). The consolidated ordinary profit for the cumulative second quarter of the fiscal year ending October 2026 (November 2025 to April 2026) expanded 1.02 billion yen, an increase 90.3% compared to the same period last year, exceeded the previous forecast of 0.73 billion yen.

Progress toward the full-year plan of 1.55 billion yen was 66.1%, also surpassing the five-year average of 40.7%.

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 May to October period (second half) is expected to drop 45.8% from the same period last year to 0.52 billion yen.

In the most recent three-month period, from February to April (2Q), the consolidated ordinary profit surged 4.7 times that of the same period last year, reaching 0.64 billion yen. The operating profit margin significantly improved from 5.3% in the same period last year to 8.6%.

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Actual Performance and Financial Trends

Accumulated Results 2nd Quarter
Fiscal Year Revenue Operating
Profit		 Ordinary
Profit		 Net
Profit		 Adj.
EPS		 Progress Rate
vs. First Half		 Announce Accounting
Standards
Nov - Apr, 2023 		9,699M 402M 542M 367M 48.7 39.4 May 31, 2024 J-GAAP
Nov - Apr, 2024 		11,023M 647M 538M 358M 47.4 35.7 May 30, 2025 J-GAAP
Nov - Apr, 2025 		11,514M 864M 1,024M 659M 87.3 66.1 May 29, 2026 J-GAAP
YoY +4.5% +33.5% +90.3% +84.1% +84.0%
First Half Results vs. Previous Guidance
Fiscal Year Revenue Operating
Profit		 Ordinary
Profit		 Net
Profit		 Adj.
EPS		 Adj.
Dividend		 Announce Accounting
Standards
Nov - Apr, 2025 Guidance 11,310M 680M 730M 480M 63.5 27 Dec 15, 2025 J-GAAP
Nov - Apr, 2025 Results 11,514M 864M 1,024M 659M 87.3 27 May 29, 2026 J-GAAP
Revision Rate +1.8% +27.1% +40.3% +37.3% +37.4%

Current Period Guidance

Second Half Results
Fiscal Year Revenue Operating
Profit		 Ordinary
Profit		 Net
Profit		 Adj.
EPS		 Adj.
Dividend		 Announce Accounting
Standards
May - Oct, 2025 		11,252M 751M 971M 779M 103.2 29 Dec 15, 2025 J-GAAP
Guidance
May - Oct, 2026 		11,486M 586M 526M 341M 45.1 27 May 29, 2026 J-GAAP
YoY +2.1% -22.0% -45.8% -56.2% -56.3%
Current Period Guidance
Fiscal Year Revenue Operating
Profit		 Ordinary
Profit		 Net
Profit		 Adj.
EPS		 Adj.
Dividend		 Announce Accounting
Standards
Oct, 2024 		20,753M 1,232M 1,377M 955M 126.6 51 Dec 13, 2024 J-GAAP
Oct, 2025 		22,275M 1,398M 1,509M 1,137M 150.6 55 Dec 15, 2025 J-GAAP
Guidance
Oct, 2026 		23,000M 1,450M 1,550M 1,000M 132.3 54 Dec 15, 2025 J-GAAP
YoY +3.3% +3.7% +2.7% -12.0% -12.2%

Quarterly Results

Fiscal Year Revenue Operating
Profit		 Ordinary
Profit		 Net
Profit		 Adj.
EPS		 Operating
Profit Margin		 Announce Accounting
Standards
Feb - Apr, 2025 		5,288M 279M 137M 91M 12.1 5.3 May 30, 2025 J-GAAP
May - Jul, 2025 		5,549M 354M 480M 432M 57.3 6.4 Sep 5, 2025 J-GAAP
Aug - Oct, 2025 		5,703M 397M 491M 347M 46.0 7.0 Dec 15, 2025 J-GAAP
Nov - Jan, 2025 		5,470M 345M 377M 238M 31.5 6.3 Feb 27, 2026 J-GAAP
Feb - Apr, 2026 		6,044M 519M 647M 421M 55.8 8.6 May 29, 2026 J-GAAP
YoY +14.3% +86.0% +372.3% +362.6% +362.4%

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