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Chugai Ro, Net Income Forecast for the Fiscal Year Revised Upward to an Unexpected 23% Increase, Raises Record High Profit

Fri Oct 31, 2025 2:00 pm JST Earnings

1964 Chugai Ro Co.,Ltd. 【J-GAAP】

Earnings Report

Chugai Ro Co.,Ltd. <1964> [TSE Prime] announced its financial results in the afternoon session on October 31st (14:00). The consolidated net income for the cumulative second quarter of the fiscal year ending March 2026 (April to September) surged 2.0 times that of the same period last year, reaching 1.05 billion yen.

In addition, the full-year forecast for consolidated net income has been revised upward 32.1%, from the previous forecast of 2.80 billion yen to 3.70 billion yen (compared to 2.99 billion yen in the previous period), record profits reach two consecutive terms, turning to a 23.4% increase in the consolidated net income outlook.

Based on the first-half performance announced by the company and the full-year plan, our calculation indicates that the consolidated net income for the October to March period (second half) is expected to grow 6.7% from the same period last year, reaching 2.64 billion yen.

In the most recent three-month period, from July to September (2Q), the consolidated net income dropped to 0.35 billion yen, a 33.8% decrease compared to the same period last year. The operating profit margin worsened from 8.0% in the same period last year to 6.3%.

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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
Apr - Sep, 2023 12,609 -250 -105 747 99.4 ー Oct 30, 2023 J-GAAP
Apr - Sep, 2024 14,721 77 232 518 70.3 7.7 Oct 31, 2024 J-GAAP
Apr - Sep, 2025 14,769 163 261 1,055 145.3 8.3 Oct 31, 2025 J-GAAP
YoY +0.3% +111.7% +12.5% +103.7% +106.7%

First Half Results vs. Previous Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Apr - Sep, 2025 Guidance ー ー ー ー － － Apr 28, 2025 J-GAAP
Apr - Sep, 2025 Results 14,769 163 261 1,055 145.3 － Oct 31, 2025 J-GAAP
Revision Rate － － － － －

Guidance Update

Full Year Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2026 Prev 37,500 3,000 3,150 2,800 386.9 150 Apr 28, 2025 J-GAAP
Mar, 2026 New 37,500 3,000 3,150 3,700 511.2 150 Oct 31, 2025 J-GAAP
Revision Rate 0.0% 0.0% 0.0% +32.1% +32.1%

Current Period Guidance

Second Half Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Oct - Mar, 2024 21,526 2,658 2,771 2,480 337.2 150 Apr 28, 2025 J-GAAP
Oct - Mar, 2025 Guidance 22,731 2,837 2,889 2,645 365.5 150 Oct 31, 2025 J-GAAP
YoY +5.6% +6.7% +4.3% +6.7% +8.4%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 29,283 1,477 1,714 2,197 293.8 80 Apr 30, 2024 J-GAAP
Mar, 2025 36,247 2,735 3,003 2,998 407.6 150 Apr 28, 2025 J-GAAP
Mar, 2026 Guidance 37,500 3,000 3,150 3,700 511.2 150 Oct 31, 2025 J-GAAP
YoY +3.5% +9.7% +4.9% +23.4% +25.4%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Jul - Sep, 2024 9,441 759 773 530 71.9 8.0 Oct 31, 2024 J-GAAP
Oct - Dec, 2024 7,498 197 260 487 66.2 2.6 Jan 31, 2025 J-GAAP
Jan - Mar, 2025 14,028 2,461 2,511 1,993 271.0 17.5 Apr 28, 2025 J-GAAP
Apr - Jun, 2025 6,347 -371 -252 704 96.7 -5.8 Jul 25, 2025 J-GAAP
Jul - Sep, 2025 8,422 534 513 351 48.3 6.3 Oct 31, 2025 J-GAAP
YoY -10.8% -29.6% -33.6% -33.8% -32.8%

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