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BENEFIT JAPAN, First Half Ordinary Profit Increases by 32%

Mon Nov 10, 2025 3:30 pm JST Earnings

3934 BENEFIT JAPAN Co.,Ltd. 【J-GAAP】

Earnings Report

BENEFIT JAPAN Co.,Ltd. <3934> [TSE Std] announced its financial results after the market closed on November 10th (15:30). The consolidated ordinary profit for the cumulative second quarter of the fiscal year ending March 2026 (April to September) expanded 0.68 billion yen, an increase 31.8% compared to the same period last year. However, Progress toward the full-year plan of 1.36 billion yen was 49.8%, almost the same as the five-year average of 46.9%.

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 decrease 4.7% from the same period last year to 0.68 billion yen.

In the most recent three-month period, from July to September (2Q), the consolidated ordinary profit amounted to 0.29 billion yen, a 0.3% decrease compared to the same period last year. The operating profit margin worsened from 9.2% in the same period last year to 7.1%.

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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 6,553 480 483 432 72.7 53.7 Nov 10, 2023 J-GAAP
Apr - Sep, 2024 6,217 513 516 338 57.4 41.7 Nov 8, 2024 J-GAAP
Apr - Sep, 2025 7,938 673 680 431 73.5 49.8 Nov 10, 2025 J-GAAP
YoY +27.7% +31.2% +31.8% +27.5% +27.9%

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 ー ー ー ー － 0 May 9, 2025 J-GAAP
Apr - Sep, 2025 Results 7,938 673 680 431 73.5 0 Nov 10, 2025 J-GAAP
Revision Rate － － － － －

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 6,528 707 720 492 83.7 43 May 9, 2025 J-GAAP
Oct - Mar, 2025 Guidance 9,104 782 686 490 83.4 79 Nov 10, 2025 J-GAAP
YoY +39.5% +10.6% -4.7% -0.4% -0.3%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 13,065 886 899 734 124.1 20 May 10, 2024 J-GAAP
Mar, 2025 12,745 1,220 1,236 830 141.2 43 May 9, 2025 J-GAAP
Mar, 2026 Guidance 17,042 1,455 1,366 921 156.8 79 May 9, 2025 J-GAAP
YoY +33.7% +19.3% +10.5% +11.0% +11.1%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Jul - Sep, 2024 3,211 294 296 196 33.3 9.2 Nov 8, 2024 J-GAAP
Oct - Dec, 2024 3,257 373 374 256 43.5 11.5 Feb 10, 2025 J-GAAP
Jan - Mar, 2025 3,271 334 346 236 40.1 10.2 May 9, 2025 J-GAAP
Apr - Jun, 2025 3,856 383 385 252 43.0 9.9 Aug 8, 2025 J-GAAP
Jul - Sep, 2025 4,082 290 295 179 30.5 7.1 Nov 10, 2025 J-GAAP
YoY +27.1% -1.4% -0.3% -8.7% -8.4%

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