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EIKEN INDUSTRIES, First Half Ordinary Profit Decreases by 58%
7265 EIKEN INDUSTRIES CO.,LTD 【J-GAAP】
Earnings ReportEIKEN INDUSTRIES CO.,LTD <7265> [TSE Std] announced its financial results in the afternoon session on June 5th (14:30). The ordinary profit (non-consolidated) for the cumulative second quarter of the fiscal year ending October 2026 (November 2025 to April 2026) significantly dropped 58.0% from the same period last year to 115 million yen, fell short of the previous forecast of 215 million yen.
Progress toward the full-year plan of 431 million yen was 26.7%, also falling below the five-year average of 55.9%.
Based on the first-half performance announced by the company and the unchanged full-year plan, our calculation indicates that the ordinary profit for the May to October period (second half) is expected to expand 76.5% from the same period last year, reaching 316 million yen.
In the most recent three-month period, from February to April (2Q), the ordinary profit significantly dropped to 54 million yen, a 62.5% decrease compared to the same period last year. The operating profit margin drastically worsened from 6.4% in the same period last year to 2.5%.
Kabutan News
Actual Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Progress Rate vs. First Half | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Nov - Apr, 2023 | 3,560 | 114 | 122 | 84 | 83.1 | 40.3 | Jun 5, 2024 | J-GAAP |
| Nov - Apr, 2024 | 4,069 | 249 | 274 | 196 | 192.8 | 60.5 | Jun 5, 2025 | J-GAAP |
| Nov - Apr, 2025 | 3,889 | 102 | 115 | 97 | 94.8 | 26.7 | Jun 5, 2026 | J-GAAP |
| YoY | -4.4% | -59.0% | -58.0% | -50.5% | -50.8% |
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 | 4,181 | 203 | 215 | 150 | 145.7 | 0 | Dec 5, 2025 | J-GAAP |
| Nov - Apr, 2025 Results | 3,889 | 102 | 115 | 97 | 94.8 | 0 | Jun 5, 2026 | J-GAAP |
| Revision Rate | -7.0% | -49.8% | -46.5% | -35.3% | -34.9% |
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 | 4,031 | 162 | 179 | 130 | 127.3 | 110 | Dec 5, 2025 | J-GAAP |
| May - Oct, 2026 Guidance | 4,462 | 306 | 316 | 204 | 198.2 | 110 | Jun 5, 2026 | J-GAAP |
| YoY | +10.7% | +88.9% | +76.5% | +56.9% | +55.7% |
Current Period Guidance
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Oct, 2024 | 7,284 | 279 | 303 | 217 | 214.2 | 110 | Dec 6, 2024 | J-GAAP |
| Oct, 2025 | 8,100 | 411 | 453 | 326 | 319.3 | 110 | Dec 5, 2025 | J-GAAP |
| Oct, 2026 Guidance | 8,351 | 408 | 431 | 301 | 292.4 | 110 | Dec 5, 2025 | J-GAAP |
| YoY | +3.1% | -0.7% | -4.9% | -7.7% | -8.4% |
Quarterly Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Operating Profit Margin | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Feb - Apr, 2025 | 2,064 | 133 | 144 | 105 | 103.3 | 6.4 | Jun 5, 2025 | J-GAAP |
| May - Jul, 2025 | 2,105 | 155 | 167 | 119 | 116.7 | 7.4 | Sep 8, 2025 | J-GAAP |
| Aug - Oct, 2025 | 1,926 | 7 | 12 | 11 | 10.8 | 0.4 | Dec 5, 2025 | J-GAAP |
| Nov - Jan, 2025 | 1,950 | 53 | 61 | 48 | 47.3 | 2.7 | Mar 3, 2026 | J-GAAP |
| Feb - Apr, 2026 | 1,939 | 49 | 54 | 49 | 47.9 | 2.5 | Jun 5, 2026 | J-GAAP |
| YoY | -6.1% | -63.2% | -62.5% | -53.3% | -53.6% |
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