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DENSAN, First Half Ordinary Profit Increases by 5.7 times, Jul-Sep Ordinary Profit Increases by 8.6 times

Fri Oct 31, 2025 3:50 pm JST Earnings

3640 DENSAN CO.,LTD. 【J-GAAP】

Earnings Report

DENSAN CO.,LTD. <3640> [TSE Std] announced its financial results after the market closed on October 31st (15:50). The consolidated ordinary profit for the cumulative second quarter of the fiscal year ending March 2026 (April to September) surged 5.7 times that of the same period last year, reaching 1.68 billion yen. Progress toward the full-year plan of 4.35 billion yen was 38.7%, exceeding the five-year average of 13.8%.

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 October to March period (second half) is expected to grow 19.9% from the same period last year, reaching 2.67 billion yen.

In the most recent three-month period, from July to September (2Q), the consolidated ordinary profit surged 8.6 times that of the same period last year, reaching 1.59 billion yen. The operating profit margin drastically improved from 5.0% in the same period last year to 25.2%.

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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 7,043 97 102 55 11.0 8.3 Oct 31, 2023 J-GAAP
Apr - Sep, 2024 7,291 289 295 225 38.9 11.7 Oct 31, 2024 J-GAAP
Apr - Sep, 2025 10,595 1,686 1,685 1,159 202.5 38.7 Oct 31, 2025 J-GAAP
YoY +45.3% +483.4% +471.2% +415.1% +421.0%

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 10,500 1,600 1,600 1,025 184.7 17 Sep 17, 2025 J-GAAP
Apr - Sep, 2025 Results 10,595 1,686 1,685 1,159 202.5 17 Oct 31, 2025 J-GAAP
Revision Rate +0.9% +5.4% +5.3% +13.1% +9.6%

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 11,449 2,228 2,228 1,617 278.7 20 May 15, 2025 J-GAAP
Oct - Mar, 2025 Guidance 13,985 2,669 2,672 1,868 336.6 83 Oct 31, 2025 J-GAAP
YoY +22.2% +19.8% +19.9% +15.5% +20.8%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 15,974 1,290 1,233 898 169.3 37 May 15, 2024 J-GAAP
Mar, 2025 18,740 2,517 2,523 1,842 317.4 37 May 15, 2025 J-GAAP
Mar, 2026 Guidance 24,580 4,355 4,357 3,027 545.4 100 May 15, 2025 J-GAAP
YoY +31.2% +73.0% +72.7% +64.3% +71.8%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Jul - Sep, 2024 3,705 185 186 150 25.9 5.0 Oct 31, 2024 J-GAAP
Oct - Dec, 2024 4,231 495 499 361 62.3 11.7 Jan 31, 2025 J-GAAP
Jan - Mar, 2025 7,218 1,733 1,729 1,256 216.4 24.0 May 15, 2025 J-GAAP
Apr - Jun, 2025 4,238 82 86 52 9.0 1.9 Jul 31, 2025 J-GAAP
Jul - Sep, 2025 6,357 1,604 1,599 1,107 193.4 25.2 Oct 31, 2025 J-GAAP
YoY +71.6% +767.0% +759.7% +638.0% +646.4%

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