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ICHIKAWA, First Half Ordinary Profit Increases by 55%, Jul-Sep Ordinary Profit Increases by 2.2 times
3513 ICHIKAWA CO., LTD. 【J-GAAP】
Earnings ReportICHIKAWA CO., LTD. <3513> [TSE Std] announced its financial results in the afternoon session on November 14th (15:00). The consolidated ordinary profit for the cumulative second quarter of the fiscal year ending March 2026 (April to September) expanded 0.94 billion yen, an increase 55.4% compared to the same period last year. Progress toward the full-year plan of 1.30 billion yen was 72.5%, also surpassing the five-year average of 49.4%.
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 October to March period (second half) is expected to drop 41.3% from the same period last year to 0.35 billion yen.
In the most recent three-month period, from July to September (2Q), the consolidated ordinary profit surged 2.2 times that of the same period last year, reaching 0.56 billion yen. The operating profit margin jumped from 10.2% in the same period last year to 14.1%.
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Actual Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Progress Rate vs. First Half | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Apr - Sep, 2023 | 6,860 | 649 | 835 | 587 | 129.1 | 71.5 | Oct 31, 2023 | J-GAAP |
| Apr - Sep, 2024 | 6,866 | 565 | 606 | 401 | 92.4 | 49.8 | Oct 31, 2024 | J-GAAP |
| Apr - Sep, 2025 | 7,197 | 788 | 942 | 697 | 163.1 | 72.5 | Nov 14, 2025 | J-GAAP |
| YoY | +4.8% | +39.5% | +55.4% | +73.8% | +76.6% |
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 | 7,190 | 780 | 940 | 690 | 162.0 | 40 | Oct 31, 2025 | J-GAAP |
| Apr - Sep, 2025 Results | 7,197 | 788 | 942 | 697 | 163.1 | 40 | Nov 14, 2025 | J-GAAP |
| Revision Rate | +0.1% | +1.0% | +0.2% | +1.0% | +0.7% |
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 | 7,081 | 507 | 610 | 381 | 88.4 | 40 | May 15, 2025 | J-GAAP |
| Oct - Mar, 2025 Guidance | 6,803 | 512 | 358 | 203 | 48.3 | 40 | Nov 14, 2025 | J-GAAP |
| YoY | -3.9% | +1.0% | -41.3% | -46.7% | -45.4% |
Current Period Guidance
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Mar, 2024 | 13,603 | 1,115 | 1,168 | 1,018 | 227.8 | 70 | May 15, 2024 | J-GAAP |
| Mar, 2025 | 13,947 | 1,072 | 1,216 | 782 | 181.5 | 80 | May 15, 2025 | J-GAAP |
| Mar, 2026 Guidance | 14,000 | 1,300 | 1,300 | 900 | 213.9 | 80 | Oct 31, 2025 | J-GAAP |
| YoY | +0.4% | +21.3% | +6.9% | +15.1% | +17.8% |
Quarterly Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Operating Profit Margin | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Jul - Sep, 2024 | 3,590 | 365 | 262 | 178 | 41.0 | 10.2 | Oct 31, 2024 | J-GAAP |
| Oct - Dec, 2024 | 3,775 | 477 | 591 | 398 | 92.1 | 12.6 | Jan 31, 2025 | J-GAAP |
| Jan - Mar, 2025 | 3,306 | 30 | 19 | -17 | -4.0 | 0.9 | May 15, 2025 | J-GAAP |
| Apr - Jun, 2025 | 3,409 | 255 | 378 | 308 | 72.5 | 7.5 | Aug 8, 2025 | J-GAAP |
| Jul - Sep, 2025 | 3,788 | 533 | 564 | 389 | 91.0 | 14.1 | Nov 14, 2025 | J-GAAP |
| YoY | +5.5% | +46.0% | +115.3% | +118.5% | +122.0% |
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