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IMURAYA GROUP, First Half Ordinary Profit Increases by 44%, Jul-Sep Ordinary Profit Increases by 39%

Fri Nov 7, 2025 3:40 pm JST Earnings

2209 IMURAYA GROUP CO., LTD. 【J-GAAP】

Earnings Report

IMURAYA GROUP CO., LTD. <2209> [TSE Prime] announced its financial results after the market closed on November 7th (15:40). The consolidated ordinary profit for the cumulative second quarter of the fiscal year ending March 2026 (April to September) expanded 2.04 billion yen, an increase 44.4% compared to the same period last year. Progress toward the full-year plan of 3.20 billion yen was 63.8%, also surpassing the five-year average of 44.7%.

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 October to March period (second half) is expected to drop 34.0% from the same period last year to 1.15 billion yen.

In the most recent three-month period, from July to September (2Q), the consolidated ordinary profit increased 38.5% from the same period last year, reaching 1.70 billion yen. The operating profit margin improved from 9.9% in the same period last year to 10.6%.

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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 22,979 1,104 1,378 954 72.9 47.5 Nov 8, 2023 J-GAAP
Apr - Sep, 2024 24,385 1,433 1,413 1,057 80.8 44.6 Nov 8, 2024 J-GAAP
Apr - Sep, 2025 26,237 1,972 2,041 1,452 113.5 63.8 Nov 7, 2025 J-GAAP
YoY +7.6% +37.6% +44.4% +37.4% +40.4%

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 26,237 1,972 2,041 1,452 113.5 0 Oct 24, 2025 J-GAAP
Apr - Sep, 2025 Results 26,237 1,972 2,041 1,452 113.5 0 Nov 7, 2025 J-GAAP
Revision Rate 0.0% 0.0% 0.0% 0.0% +0.0%

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 26,736 1,572 1,756 1,141 87.4 36 May 9, 2025 J-GAAP
Oct - Mar, 2025 Guidance 26,263 1,078 1,159 798 62.4 36 Oct 24, 2025 J-GAAP
YoY -1.8% -31.4% -34.0% -30.1% -28.6%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 48,222 2,537 2,904 1,930 147.6 31 May 9, 2024 J-GAAP
Mar, 2025 51,121 3,005 3,169 2,198 168.3 36 May 9, 2025 J-GAAP
Mar, 2026 Guidance 52,500 3,050 3,200 2,250 175.8 36 May 9, 2025 J-GAAP
YoY +2.7% +1.5% +1.0% +2.4% +4.5%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Jul - Sep, 2024 14,467 1,426 1,227 891 68.1 9.9 Nov 8, 2024 J-GAAP
Oct - Dec, 2024 15,040 1,268 1,515 1,014 77.5 8.4 Feb 10, 2025 J-GAAP
Jan - Mar, 2025 11,696 304 241 127 9.7 2.6 May 9, 2025 J-GAAP
Apr - Jun, 2025 10,848 345 341 180 14.1 3.2 Aug 7, 2025 J-GAAP
Jul - Sep, 2025 15,389 1,627 1,700 1,272 99.4 10.6 Nov 7, 2025 J-GAAP
YoY +6.4% +14.1% +38.5% +42.8% +45.9%

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