mbs inc, Jun-Aug (1Q) Ordinary Profit Increases by 2.5 times

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Tue Oct 14, 2025 4:00 pm JST Earnings

1401 mbs,inc. 【J-GAAP】

Earnings Report

mbs,inc. <1401> [TSE Growth] announced its financial results after the market closed on October 14th (16:00). The ordinary profit (non-consolidated) for the first quarter of the fiscal year ending May 2026 (June to August) surged 2.5 times that of the same period last year, reaching 134 million yen. Progress toward the plan for the six months ending November (first half) of 322 million yen was 41.6%, exceeding the five-year average of 17.8%.

In the most recent three-month period, from June to August (1Q), the operating profit margin drastically improved from 6.2% in the same period last year to 11.3%.

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Actual Results

Accumulated Results 1st Quarter

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Progress Rate vs. First Half	Announce	Accounting Standards
Jun - Aug, 2023	1,039	116	124	84	11.2	42.8	Oct 13, 2023	J-GAAP
Jun - Aug, 2024	809	50	54	35	4.9	17.8	Oct 15, 2024	J-GAAP
Jun - Aug, 2025	1,097	124	134	92	13.0	41.6	Oct 14, 2025	J-GAAP
YoY	+35.6%	+148.0%	+148.1%	+162.9%	+164.7%

Current Period Guidance

H1 Results

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Jun - Nov, 2024	2,241	277	303	207	28.3	0	Jan 14, 2025	J-GAAP
Jun - Nov, 2025 Guidance	2,394	307	322	217	31.3	0	Jul 14, 2025	J-GAAP
YoY	+6.8%	+10.8%	+6.3%	+4.8%	+10.4%

Current Period Guidance

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
May, 2024	4,356	495	527	403	54.1	8	Jul 12, 2024	J-GAAP
May, 2025	4,713	626	672	472	65.0	13	Jul 14, 2025	J-GAAP
May, 2026 Guidance	5,200	700	739	500	72.1	13	Jul 14, 2025	J-GAAP
YoY	+10.3%	+11.8%	+10.0%	+5.9%	+11.0%

Quarterly Results

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Operating Profit Margin	Announce	Accounting Standards
Jun - Aug, 2024	809	50	54	35	4.9	6.2	Oct 15, 2024	J-GAAP
Sep - Nov, 2024	1,432	227	249	172	23.6	15.9	Jan 14, 2025	J-GAAP
Dec - Feb, 2024	1,131	152	164	121	16.6	13.4	Apr 11, 2025	J-GAAP
Mar - May, 2025	1,341	197	205	144	19.8	14.7	Jul 14, 2025	J-GAAP
Jun - Aug, 2025	1,097	124	134	92	13.0	11.3	Oct 14, 2025	J-GAAP
YoY	+35.6%	+148.0%	+148.1%	+162.9%	+164.7%