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HIMACS Ltd, First Half Ordinary Profit Decreases by 14%, Jul-Sep Ordinary Profit Decreases by 9%

Fri Oct 31, 2025 2:00 pm JST Earnings

4299 HIMACS,Ltd. 【J-GAAP】

Earnings Report

HIMACS,Ltd. <4299> [TSE Std] announced its financial results in the afternoon session on October 31st (14:00). The consolidated ordinary profit for the cumulative second quarter of the fiscal year ending March 2026 (April to September) decreased 14.1% from the same period last year to 0.69 billion yen. Progress toward the full-year plan of 1.83 billion yen was 37.9%, also falling below the five-year average of 44.9%.

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 grow 13.0% from the same period last year, reaching 1.14 billion yen.

In the most recent three-month period, from July to September (2Q), the consolidated ordinary profit decreased to 0.46 billion yen, a 9.4% decrease compared to the same period last year. The operating profit margin decreased from 11.2% in the same period last year to 9.9%.

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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 8,668 703 705 482 41.4 40.8 Oct 31, 2023 J-GAAP
Apr - Sep, 2024 8,816 804 811 554 47.9 44.5 Oct 31, 2024 J-GAAP
Apr - Sep, 2025 8,949 682 697 472 40.7 37.9 Oct 31, 2025 J-GAAP
YoY +1.5% -15.2% -14.1% -14.8% -15.0%

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 9,590 705 719 487 41.9 23 May 13, 2025 J-GAAP
Apr - Sep, 2025 Results 8,949 682 697 472 40.7 23 Oct 31, 2025 J-GAAP
Revision Rate -6.7% -3.3% -3.1% -3.1% -2.9%

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 9,250 1,003 1,010 739 63.8 23 May 13, 2025 J-GAAP
Oct - Mar, 2025 Guidance 11,051 1,138 1,141 773 74.2 23 Oct 31, 2025 J-GAAP
YoY +19.5% +13.5% +13.0% +4.6% +16.3%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 17,357 1,719 1,730 1,184 101.9 43.50 May 14, 2024 J-GAAP
Mar, 2025 18,066 1,807 1,821 1,293 111.6 45 May 13, 2025 J-GAAP
Mar, 2026 Guidance 20,000 1,820 1,838 1,245 119.5 46 May 13, 2025 J-GAAP
YoY +10.7% +0.7% +0.9% -3.7% +7.0%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Jul - Sep, 2024 4,489 503 508 347 30.0 11.2 Oct 31, 2024 J-GAAP
Oct - Dec, 2024 4,510 507 513 350 30.2 11.2 Jan 31, 2025 J-GAAP
Jan - Mar, 2025 4,740 496 497 389 33.6 10.5 May 13, 2025 J-GAAP
Apr - Jun, 2025 4,454 235 237 161 13.9 5.3 Jul 31, 2025 J-GAAP
Jul - Sep, 2025 4,495 447 460 311 26.8 9.9 Oct 31, 2025 J-GAAP
YoY +0.1% -11.1% -9.4% -10.4% -10.5%

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