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EPCO, First Half Ordinary Profit Increases by 91%, Apr-Jun Ordinary Profit Increases by 2.5 times
2311 EPCO Co.,Ltd. 【J-GAAP】
Earnings ReportEPCO Co.,Ltd. <2311> [TSE Std] announced its financial results after the market closed on August 7th (15:30). The consolidated ordinary profit for the cumulative second quarter of the fiscal year ending December 2025 (January to June) expanded 235 million yen, an increase 91.1% compared to the same period last year. Progress toward the full-year plan of 531 million yen was 44.3%, exceeding the five-year average of 37.8%.
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 July to December period (second half) is expected to decrease 6.9% from the same period last year to 296 million yen.
In the most recent three-month period, from April to June (2Q), the consolidated ordinary profit surged 2.5 times that of the same period last year, reaching 203 million yen. The operating profit margin improved from 7.2% in the same period last year to 8.8%.
Kabutan News
Actual Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Progress Rate vs. First Half | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Jan - Jun, 2023 | 2,404 | 54 | 78 | 177 | 19.9 | 18.4 | Aug 9, 2023 | J-GAAP |
| Jan - Jun, 2024 | 2,794 | 172 | 123 | 60 | 6.8 | 27.9 | Aug 8, 2024 | J-GAAP |
| Jan - Jun, 2025 | 3,351 | 218 | 235 | 201 | 22.5 | 44.3 | Aug 7, 2025 | J-GAAP |
| YoY | +19.9% | +26.7% | +91.1% | +235.0% | +232.9% |
First Half Results vs. Previous Guidance
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Jan - Jun, 2025 Guidance | 3,276 | 186 | 209 | 195 | 21.8 | 14 | Jun 26, 2025 | J-GAAP |
| Jan - Jun, 2025 Results | 3,351 | 218 | 235 | 201 | 22.5 | 14 | Aug 7, 2025 | J-GAAP |
| Revision Rate | +2.3% | +17.2% | +12.4% | +3.1% | +3.2% |
Current Period Guidance
Second Half Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Jul - Dec, 2024 | 2,813 | 162 | 318 | 267 | 29.9 | 18 | Feb 13, 2025 | J-GAAP |
| Jul - Dec, 2025 Guidance | 3,179 | 208 | 296 | 291 | 32.5 | 18 | Aug 7, 2025 | J-GAAP |
| YoY | +13.0% | +28.4% | -6.9% | +9.0% | +8.8% |
Current Period Guidance
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Dec, 2023 | 5,059 | 161 | 425 | 626 | 70.1 | 32 | Feb 13, 2024 | J-GAAP |
| Dec, 2024 | 5,607 | 334 | 441 | 327 | 36.6 | 32 | Feb 13, 2025 | J-GAAP |
| Dec, 2025 Guidance | 6,530 | 426 | 531 | 492 | 55.0 | 32 | Jun 26, 2025 | J-GAAP |
| YoY | +16.5% | +27.5% | +20.4% | +50.5% | +50.2% |
Quarterly Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Operating Profit Margin | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Apr - Jun, 2024 | 1,440 | 103 | 81 | 42 | 4.7 | 7.2 | Aug 8, 2024 | J-GAAP |
| Jul - Sep, 2024 | 1,396 | 94 | 61 | 24 | 2.7 | 6.7 | Nov 11, 2024 | J-GAAP |
| Oct - Dec, 2024 | 1,417 | 68 | 257 | 243 | 27.2 | 4.8 | Feb 13, 2025 | J-GAAP |
| Jan - Mar, 2025 | 1,493 | 55 | 32 | 52 | 5.9 | 3.7 | May 14, 2025 | J-GAAP |
| Apr - Jun, 2025 | 1,858 | 163 | 203 | 149 | 16.7 | 8.8 | Aug 7, 2025 | J-GAAP |
| YoY | +29.0% | +58.3% | +150.6% | +254.8% | +252.2% |
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