kabutan

Stamen, First Half Ordinary Profit Increases by 12 times, The Undecided Dividend Set at 4 Yen

Thu Aug 14, 2025 4:00 pm JST Earnings

4019 Stmn,Inc. 【J-GAAP】

Earnings Report

Stamen Co.,Ltd. <4019> [TSE Growth] announced its financial results after the market closed on August 14th (16:00). The consolidated ordinary profit for the cumulative second quarter of the fiscal year ending December 2025 (January to June) surged 12 times that of the same period last year, reaching 112 million yen, exceeded the previous forecast of 30 million yen.

Progress toward the full-year plan of 230 million yen was 48.7%, exceeding the five-year average of 26.2%.

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 July to December period (second half) is expected to drop 45.1% from the same period last year to 118 million yen.

At the same time, the company has decided to implement a year-end lump-sum dividend of 4 yen for the current fiscal year, which was previously undecided (compared to 4 yen in the prior term).

In the most recent three-month period, from April to June (2Q), the consolidated ordinary profit/loss turned to a profit of 63 million yen (compared to a loss of 18 million yen in the same period last year). The operating profit/loss margin drastically improved from -2.9% in the same period last year to 6.8%.

Kabutan News

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
Jan - Jun, 2023 868 73 72 56 6.7 44.4 Aug 10, 2023 J-GAAP
Jan - Jun, 2024 1,230 8 9 -19 -2.3 4.0 Aug 9, 2024 J-GAAP
Jan - Jun, 2025 1,713 108 112 72 8.2 48.7 Aug 14, 2025 J-GAAP
YoY +39.3% +1,250.0% +1,144.4% － －

First Half Results vs. Previous Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Jan - Jun, 2025 Guidance 1,617 30 30 19 2.2 － Feb 14, 2025 J-GAAP
Jan - Jun, 2025 Results 1,713 108 112 72 8.2 0 Aug 14, 2025 J-GAAP
Revision Rate +5.9% +260.0% +273.3% +278.9% +278.8%

Guidance Update

Full Year Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Dec, 2025 Prev 3,700 230 230 150 17.1 － Aug 4, 2025 J-GAAP
Dec, 2025 New 3,700 230 230 150 17.1 4 Aug 14, 2025 J-GAAP
Revision Rate 0.0% 0.0% 0.0% 0.0% 0.0%

Current Period Guidance

Second Half Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Jul - Dec, 2024 1,462 216 215 156 18.0 4 Feb 14, 2025 J-GAAP
Jul - Dec, 2025 Guidance 1,987 122 118 78 8.9 4 Aug 14, 2025 J-GAAP
YoY +35.9% -43.5% -45.1% -50.0% -50.5%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Dec, 2023 1,879 164 162 125 14.6 4 Feb 14, 2024 J-GAAP
Dec, 2024 2,692 224 224 137 15.8 4 Feb 14, 2025 J-GAAP
Dec, 2025 Guidance 3,700 230 230 150 17.1 4 Aug 14, 2025 J-GAAP
YoY +37.4% +2.7% +2.7% +9.5% +8.4%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Apr - Jun, 2024 653 -19 -18 -18 -2.2 -2.9 Aug 9, 2024 J-GAAP
Jul - Sep, 2024 709 156 156 70 8.1 22.0 Nov 14, 2024 J-GAAP
Oct - Dec, 2024 753 60 59 86 9.9 8.0 Feb 14, 2025 J-GAAP
Jan - Mar, 2025 812 47 49 23 2.7 5.8 May 15, 2025 J-GAAP
Apr - Jun, 2025 901 61 63 49 5.6 6.8 Aug 14, 2025 J-GAAP
YoY +38.0% － － － －

Related Articles