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AMIYAKI TEI, Ordinary Profit Forecast for the Fiscal Year Revised Downward to an Unexpected 16% Decrease

Fri Oct 3, 2025 9:00 am JST Earnings

2753 AMIYAKI TEI CO.,LTD. 【J-GAAP】

Earnings Report

AMIYAKI TEI CO.,LTD. <2753> [TSE Prime] announced its financial results in the morning on October 3rd (09:00). The consolidated ordinary profit for the cumulative second quarter of the fiscal year ending March 2026 (April to September) decreased 25.2% from the same period last year to 1.03 billion yen, resulting in a decrease in profits compared to the previous forecast of a 5.6% increase.

In addition, the full-year forecast for consolidated ordinary profit has decreased 23.3%, from the previous forecast of 3.00 billion yen to 2.30 billion yen (compared to 2.72 billion yen in the previous period). This changes the outlook from an anticipated profit increase to a projection of a 15.6% 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 decrease 5.8% from the same period last year to 1.26 billion yen.

In the most recent three-month period, from July to September (2Q), the consolidated ordinary profit decreased to 0.51 billion yen, a 23.5% decrease compared to the same period last year. The operating profit margin worsened from 7.4% in the same period last year to 5.3%.

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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 15,990 946 976 536 26.1 42.2 Oct 2, 2023 J-GAAP
Apr - Sep, 2024 17,584 1,348 1,383 819 39.9 50.7 Oct 2, 2024 J-GAAP
Apr - Sep, 2025 18,136 986 1,035 540 26.3 45.0 Oct 3, 2025 J-GAAP
YoY +3.1% -26.9% -25.2% -34.1% -34.0%

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 19,100 1,420 1,460 930 45.3 17 Apr 4, 2025 J-GAAP
Apr - Sep, 2025 Results 18,136 986 1,035 540 26.3 17 Oct 3, 2025 J-GAAP
Revision Rate -5.0% -30.6% -29.1% -41.9% -41.8%

Guidance Update

Full Year Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2026 Prev 38,800 2,910 3,000 1,910 93.0 34 Apr 4, 2025 J-GAAP
Mar, 2026 New 38,600 2,200 2,300 1,220 59.4 34 Oct 3, 2025 J-GAAP
Revision Rate -0.5% -24.4% -23.3% -36.1% -36.1%

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 17,748 1,290 1,343 917 44.6 17 Apr 4, 2025 J-GAAP
Oct - Mar, 2025 Guidance 20,464 1,214 1,265 680 33.1 17 Oct 3, 2025 J-GAAP
YoY +15.3% -5.9% -5.8% -25.8% -25.9%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 33,267 2,221 2,311 1,307 63.6 30 Apr 2, 2024 J-GAAP
Mar, 2025 35,332 2,638 2,726 1,736 84.5 34 Apr 4, 2025 J-GAAP
Mar, 2026 Guidance 38,600 2,200 2,300 1,220 59.4 34 Oct 3, 2025 J-GAAP
YoY +9.2% -16.6% -15.6% -29.7% -29.7%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Jul - Sep, 2024 8,843 655 668 393 19.2 7.4 Oct 2, 2024 J-GAAP
Oct - Dec, 2024 8,553 569 597 369 18.0 6.7 Jan 6, 2025 J-GAAP
Jan - Mar, 2025 9,195 721 746 548 26.7 7.8 Apr 4, 2025 J-GAAP
Apr - Jun, 2025 8,981 505 524 272 13.3 5.6 Jul 3, 2025 J-GAAP
Jul - Sep, 2025 9,155 481 511 268 13.1 5.3 Oct 3, 2025 J-GAAP
YoY +3.5% -26.6% -23.5% -31.8% -31.8%

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