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KOIKE-YA, Ordinary Profit Forecast for the Fiscal Year Revised Downward to an Unexpected 7% Decrease

Mon Nov 10, 2025 1:15 pm JST Earnings

2226 KOIKE-YA Inc. 【J-GAAP】

Earnings Report

KOIKE-YA Inc. <2226> [TSE Std] announced its financial results in the afternoon session on November 10th (13:15). The consolidated ordinary profit for the cumulative second quarter of the fiscal year ending March 2026 (April to September) dropped 30.7% from the same period last year to 1.42 billion yen.

In addition, the full-year forecast for consolidated ordinary profit has decreased 8.5%, from the previous forecast of 4.10 billion yen to 3.75 billion yen (compared to 4.01 billion yen in the previous period). This changes the outlook from an anticipated profit increase to a projection of a 6.6% decrease in profit.

Based on the first-half performance announced by the company and the full-year plan, our calculation indicates that the consolidated ordinary profit for the October to March period (second half) is expected to grow 18.7% from the same period last year, reaching 2.32 billion yen.

In the most recent three-month period, from July to September (2Q), the consolidated ordinary profit decreased to 0.73 billion yen, a 13.5% decrease compared to the same period last year. The operating profit margin worsened from 6.4% in the same period last year to 5.0%.

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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 25,453 1,646 1,569 1,003 94.0 45.0 Nov 9, 2023 J-GAAP
Apr - Sep, 2024 28,904 2,074 2,059 1,106 103.8 51.3 Nov 11, 2024 J-GAAP
Apr - Sep, 2025 29,962 1,447 1,426 724 67.9 38.0 Nov 10, 2025 J-GAAP
YoY +3.7% -30.2% -30.7% -34.5% -34.6%

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 － 0 May 8, 2025 J-GAAP
Apr - Sep, 2025 Results 29,962 1,447 1,426 724 67.9 0 Nov 10, 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 63,600 4,150 4,100 2,700 253.1 55 May 8, 2025 J-GAAP
Mar, 2026 New 61,000 3,800 3,750 2,400 225.0 55 Nov 10, 2025 J-GAAP
Revision Rate -4.1% -8.4% -8.5% -11.1% -11.1%

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 30,479 1,945 1,958 1,484 139.1 55 May 8, 2025 J-GAAP
Oct - Mar, 2025 Guidance 31,038 2,353 2,324 1,676 157.1 55 Nov 10, 2025 J-GAAP
YoY +1.8% +21.0% +18.7% +12.9% +12.9%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 54,829 3,598 3,490 2,208 207.0 50 May 13, 2024 J-GAAP
Mar, 2025 59,383 4,019 4,017 2,590 242.8 55 May 8, 2025 J-GAAP
Mar, 2026 Guidance 61,000 3,800 3,750 2,400 225.0 55 Nov 10, 2025 J-GAAP
YoY +2.7% -5.4% -6.6% -7.3% -7.3%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Jul - Sep, 2024 14,140 899 846 482 45.2 6.4 Nov 11, 2024 J-GAAP
Oct - Dec, 2024 16,109 1,117 1,157 786 73.7 6.9 Feb 5, 2025 J-GAAP
Jan - Mar, 2025 14,370 828 801 698 65.4 5.8 May 8, 2025 J-GAAP
Apr - Jun, 2025 15,009 701 694 333 31.2 4.7 Aug 4, 2025 J-GAAP
Jul - Sep, 2025 14,953 746 732 391 36.7 5.0 Nov 10, 2025 J-GAAP
YoY +5.7% -17.0% -13.5% -18.9% -18.9%

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