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Youji, First Half Ordinary Profit Increases by 32%
2152 Youji Corporation 【J-GAAP】
Earnings ReportYouji Corporation <2152> [TSE Std] announced its financial results after the market closed on October 31st (16:00). The ordinary profit (non-consolidated) for the cumulative second quarter of the fiscal year ending March 2026 (April to September) expanded 0.67 billion yen, an increase 32.1% compared to the same period last year, exceeded the previous forecast of 0.57 billion yen.
Progress toward the full-year plan of 1.28 billion yen was 52.4%, also surpassing the five-year average of 37.9%.
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 October to March period (second half) is expected to decrease 16.8% from the same period last year to 0.60 billion yen.
In the most recent three-month period, from July to September (2Q), the ordinary profit increased 30.5% from the same period last year, reaching 0.33 billion yen. The operating profit margin rose from 14.2% in the same period last year to 17.0%.
Kabutan News
Actual Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Progress Rate vs. First Half | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Apr - Sep, 2023 | 3,378 | 597 | 618 | 427 | 39.6 | 44.6 | Oct 31, 2023 | J-GAAP |
| Apr - Sep, 2024 | 3,433 | 478 | 508 | 349 | 32.4 | 41.0 | Oct 31, 2024 | J-GAAP |
| Apr - Sep, 2025 | 3,652 | 613 | 671 | 466 | 43.2 | 52.4 | Oct 31, 2025 | J-GAAP |
| YoY | +6.4% | +28.2% | +32.1% | +33.5% | +33.5% |
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 | 3,590 | 530 | 570 | 390 | 36.1 | 0 | May 12, 2025 | J-GAAP |
| Apr - Sep, 2025 Results | 3,652 | 613 | 671 | 466 | 43.2 | 0 | Oct 31, 2025 | J-GAAP |
| Revision Rate | +1.7% | +15.7% | +17.7% | +19.5% | +19.6% |
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 | 3,640 | 686 | 732 | 523 | 48.4 | 24 | May 12, 2025 | J-GAAP |
| Oct - Mar, 2025 Guidance | 3,748 | 587 | 609 | 410 | 38.0 | 24 | Oct 31, 2025 | J-GAAP |
| YoY | +3.0% | -14.4% | -16.8% | -21.6% | -21.6% |
Current Period Guidance
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Mar, 2024 | 6,951 | 1,336 | 1,387 | 965 | 89.3 | 23 | May 13, 2024 | J-GAAP |
| Mar, 2025 | 7,073 | 1,164 | 1,240 | 872 | 80.8 | 24 | May 12, 2025 | J-GAAP |
| Mar, 2026 Guidance | 7,400 | 1,200 | 1,280 | 876 | 81.1 | 24 | May 12, 2025 | J-GAAP |
| YoY | +4.6% | +3.1% | +3.2% | +0.5% | +0.4% |
Quarterly Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Operating Profit Margin | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Jul - Sep, 2024 | 1,731 | 246 | 256 | 171 | 15.9 | 14.2 | Oct 31, 2024 | J-GAAP |
| Oct - Dec, 2024 | 1,763 | 313 | 340 | 248 | 23.0 | 17.8 | Jan 31, 2025 | J-GAAP |
| Jan - Mar, 2025 | 1,877 | 373 | 392 | 275 | 25.5 | 19.9 | May 12, 2025 | J-GAAP |
| Apr - Jun, 2025 | 1,809 | 299 | 337 | 244 | 22.6 | 16.5 | Jul 31, 2025 | J-GAAP |
| Jul - Sep, 2025 | 1,843 | 314 | 334 | 222 | 20.6 | 17.0 | Oct 31, 2025 | J-GAAP |
| YoY | +6.5% | +27.6% | +30.5% | +29.8% | +29.8% |
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