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ATLED CORP, First Half Ordinary Profit Revised Downward to an Unexpected 8%Decrease

Wed Oct 29, 2025 3:30 pm JST Earnings

3969 ATLED CORP. 【J-GAAP】

Earnings Report

ATLED CORP. <3969> [TSE Std] announced its financial results after the market closed on October 29th (15:30). The ordinary profit (non-consolidated) for the cumulative second quarter of the fiscal year ending March 2026 (April to September) decreased 8.1% from the same period last year to 0.48 billion yen, resulting in a decrease in profits compared to the previous forecast of a 1.9% increase.

Progress toward the full-year plan of 1.17 billion yen was 41.6%, also falling below the five-year average of 47.4%.

Based on the first-half performance announced by the company and the unchanged full-year plan, our calculation indicates that the ordinary profit for the October to March period (second half) is expected to grow 28.9% from the same period last year, reaching 0.68 billion yen.

In the most recent three-month period, from July to September (2Q), the ordinary profit decreased to 0.26 billion yen, a 16.7% decrease compared to the same period last year. The operating profit margin decreased from 42.9% in the same period last year to 36.5%.

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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 1,172 483 483 324 43.4 45.9 Oct 19, 2023 J-GAAP
Apr - Sep, 2024 1,377 529 530 354 47.3 50.0 Oct 24, 2024 J-GAAP
Apr - Sep, 2025 1,405 482 487 322 43.1 41.6 Oct 29, 2025 J-GAAP
YoY +2.0% -8.9% -8.1% -9.0% -8.9%

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 1,485 540 540 362 48.4 17 Apr 30, 2025 J-GAAP
Apr - Sep, 2025 Results 1,405 482 487 322 43.1 17 Oct 29, 2025 J-GAAP
Revision Rate -5.4% -10.7% -9.8% -11.0% -10.8%

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 1,389 529 530 374 50.0 16 Apr 30, 2025 J-GAAP
Oct - Mar, 2025 Guidance 1,715 688 683 462 61.7 17 Oct 29, 2025 J-GAAP
YoY +23.5% +30.1% +28.9% +23.5% +23.4%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 2,501 1,050 1,053 713 95.3 26 Apr 25, 2024 J-GAAP
Mar, 2025 2,766 1,058 1,060 728 97.3 32 Apr 30, 2025 J-GAAP
Mar, 2026 Guidance 3,120 1,170 1,170 784 104.7 34 Apr 30, 2025 J-GAAP
YoY +12.8% +10.6% +10.4% +7.7% +7.6%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Jul - Sep, 2024 736 316 317 215 28.8 42.9 Oct 24, 2024 J-GAAP
Oct - Dec, 2024 687 224 223 146 19.5 32.6 Jan 23, 2025 J-GAAP
Jan - Mar, 2025 702 305 307 228 30.5 43.4 Apr 30, 2025 J-GAAP
Apr - Jun, 2025 695 223 223 142 19.0 32.1 Jul 24, 2025 J-GAAP
Jul - Sep, 2025 710 259 264 180 24.1 36.5 Oct 29, 2025 J-GAAP
YoY -3.5% -18.0% -16.7% -16.3% -16.2%

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