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YOMEISHU SEIZO, First Half Ordinary Profit Increases by 48%, Jul-Sep Ordinary Profit Increases by 18%

Thu Oct 30, 2025 3:30 pm JST Earnings

2540 YOMEISHU SEIZO CO.,LTD. 【J-GAAP】

Earnings Report

YOMEISHU SEIZO CO.,LTD. <2540> [TSE Prime] announced its financial results after the market closed on October 30th (15:30). The ordinary profit (non-consolidated) for the cumulative second quarter of the fiscal year ending March 2026 (April to September) expanded 470 million yen, an increase 48.3% compared to the same period last year. Progress toward the full-year plan of 760 million yen was 61.8%, also surpassing the five-year average of 49.7%.

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 6.1% from the same period last year to 290 million yen.

In the most recent three-month period, from July to September (2Q), the ordinary profit grew 18.0% from the same period last year, reaching 72 million yen. However, the operating profit margin remained almost flat, changing from 1.9% in the same period last year to 1.6%.

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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 4,916 154 419 281 20.4 44.2 Oct 31, 2023 J-GAAP
Apr - Sep, 2024 4,710 71 317 238 17.2 50.6 Oct 30, 2024 J-GAAP
Apr - Sep, 2025 4,679 126 470 297 21.5 61.8 Oct 30, 2025 J-GAAP
YoY -0.7% +77.5% +48.3% +24.8% +24.8%

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 4,670 120 470 290 20.9 － Oct 10, 2025 J-GAAP
Apr - Sep, 2025 Results 4,679 126 470 297 21.5 － Oct 30, 2025 J-GAAP
Revision Rate +0.2% +5.0% 0.0% +2.4% +2.6%

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 5,307 57 309 441 31.9 45 May 13, 2025 J-GAAP
Oct - Mar, 2025 Guidance 4,951 14 290 543 39.2 45 Oct 30, 2025 J-GAAP
YoY -6.7% -75.4% -6.1% +23.1% +22.9%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 10,242 473 949 952 68.9 45 May 10, 2024 J-GAAP
Mar, 2025 10,017 128 626 679 49.1 45 May 13, 2025 J-GAAP
Mar, 2026 Guidance 9,630 140 760 840 60.6 45 Oct 10, 2025 J-GAAP
YoY -3.9% +9.4% +21.4% +23.7% +23.5%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Jul - Sep, 2024 2,341 45 61 43 3.1 1.9 Oct 30, 2024 J-GAAP
Oct - Dec, 2024 3,015 29 255 186 13.5 1.0 Jan 30, 2025 J-GAAP
Jan - Mar, 2025 2,292 28 54 255 18.4 1.2 May 13, 2025 J-GAAP
Apr - Jun, 2025 2,338 88 398 300 21.7 3.8 Jul 30, 2025 J-GAAP
Jul - Sep, 2025 2,341 38 72 -3 -0.2 1.6 Oct 30, 2025 J-GAAP
YoY 0.0% -15.6% +18.0% － －

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