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ARATA, Ordinary Profit Forecast for the Fiscal Year Revised Downward by 11%

Wed Nov 12, 2025 3:30 pm JST Earnings

2733 ARATA CORPORATION 【J-GAAP】

Earnings Report

ARATA CORPORATION <2733> [TSE Prime] announced its financial results after the market closed on November 12th (15:30). The consolidated ordinary profit for the cumulative second quarter of the fiscal year ending March 2026 (April to September) decreased 11.9% from the same period last year to 7.54 billion yen, resulting in a decrease in profits compared to the previous forecast of a 6.4% increase.

In addition, the full-year forecast for consolidated ordinary profit has decreased 11.1%, from the previous forecast of 18.0 billion yen to 16.0 billion yen (compared to 15.6 billion yen in the previous period), leading to a reduction in the profit growth rate from 15.3% to 2.5%.

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 19.9% from the same period last year, reaching 8.45 billion yen.

In the most recent three-month period, from July to September (2Q), the consolidated ordinary profit decreased to 3.39 billion yen, a 3.3% decrease compared to the same period last year. The operating profit margin remained almost flat, changing from 1.4% in the same period last year to 1.3%.

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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 471,388 7,973 8,424 5,687 166.4 54.9 Nov 7, 2023 J-GAAP
Apr - Sep, 2024 491,522 8,174 8,569 5,808 173.2 54.9 Nov 12, 2024 J-GAAP
Apr - Sep, 2025 503,299 7,383 7,549 5,043 150.8 47.2 Nov 12, 2025 J-GAAP
YoY +2.4% -9.7% -11.9% -13.2% -12.9%

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 515,000 8,900 9,120 5,930 177.3 56 May 13, 2025 J-GAAP
Apr - Sep, 2025 Results 503,299 7,383 7,549 5,043 150.8 56 Nov 12, 2025 J-GAAP
Revision Rate -2.3% -17.0% -17.2% -15.0% -15.0%

Guidance Update

Full Year Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2026 Prev 1,000,000 17,280 18,000 11,700 349.5 112 May 13, 2025 J-GAAP
Mar, 2026 New 1,006,000 15,300 16,000 10,600 316.6 112 Nov 12, 2025 J-GAAP
Revision Rate +0.6% -11.5% -11.1% -9.4% -9.4%

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 494,690 6,815 7,048 4,550 136.0 51 May 13, 2025 J-GAAP
Oct - Mar, 2025 Guidance 502,701 7,917 8,451 5,557 166.0 56 Nov 12, 2025 J-GAAP
YoY +1.6% +16.2% +19.9% +22.1% +22.1%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 944,149 14,508 15,341 10,322 303.0 92.50 May 9, 2024 J-GAAP
Mar, 2025 986,212 14,989 15,617 10,358 309.6 102 May 13, 2025 J-GAAP
Mar, 2026 Guidance 1,006,000 15,300 16,000 10,600 316.6 112 Nov 12, 2025 J-GAAP
YoY +2.0% +2.1% +2.5% +2.3% +2.3%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Jul - Sep, 2024 245,918 3,464 3,512 2,370 70.7 1.4 Nov 12, 2024 J-GAAP
Oct - Dec, 2024 262,978 4,926 5,208 3,590 107.2 1.9 Feb 6, 2025 J-GAAP
Jan - Mar, 2025 231,712 1,889 1,840 960 28.7 0.8 May 13, 2025 J-GAAP
Apr - Jun, 2025 251,192 4,065 4,152 2,792 83.6 1.6 Aug 5, 2025 J-GAAP
Jul - Sep, 2025 252,107 3,318 3,397 2,251 67.3 1.3 Nov 12, 2025 J-GAAP
YoY +2.5% -4.2% -3.3% -5.0% -4.8%

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