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baudroie, First Half Net Income Increases by 34%, Jun-Aug Net Income Increases by 35%

Tue Oct 14, 2025 4:00 pm JST Earnings

4413 baudroie,inc. 【J-GAAP】

Earnings Report

baudroie,inc. <4413> [TSE Prime] announced its financial results (based on IFRS) after the market closed on October 14th (16:00). The consolidated net income for the cumulative second quarter of the fiscal year ending February 2026 (March to August) expanded 1.01 billion yen, an increase 33.6% compared to the same period last year. However, Progress toward the full-year plan of 2.34 billion yen was 43.2%, almost the same as the same period of the previous year of 42.2%.

Based on the first-half performance announced by the company and the unchanged full-year plan, our calculation indicates that the consolidated net income for the September to February period (second half) is expected to grow 28.0% from the same period last year, reaching 1.33 billion yen.

In the most recent three-month period, from June to August (2Q), the consolidated net income increased 35.1% from the same period last year, reaching 0.57 billion yen. However, the operating profit margin decreased from 20.2% in the same period last year to 18.4%.

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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
Mar - Aug, 2023 3,489 670 665 491 15.5 42.2 Oct 11, 2023 IFRS
Mar - Aug, 2024 5,291 1,044 1,053 759 23.9 42.8 Oct 15, 2024 IFRS
Mar - Aug, 2025 7,698 1,406 1,397 1,014 32.7 ー Oct 14, 2025 IFRS
YoY +45.5% +34.7% +32.7% +33.6% +36.9%

First Half Results vs. Previous Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar - Aug, 2025 Guidance ー ー ー ー － 0 Apr 15, 2025 IFRS
Mar - Aug, 2025 Results 7,698 1,406 1,397 1,014 32.7 0 Oct 14, 2025 IFRS
Revision Rate － － － － －

Current Period Guidance

Second Half Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Sep - Feb, 2024 6,358 1,416 1,408 1,040 32.8 0 Apr 15, 2025 IFRS
Sep - Feb, 2025 Guidance 9,402 1,844 ー 1,331 42.7 7.58 Oct 14, 2025 IFRS
YoY +47.9% +30.2% － +28.0% +30.3%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Feb, 2024 7,330 1,585 1,574 1,161 36.7 0 Apr 10, 2024 IFRS
Feb, 2025 11,649 2,460 2,461 1,799 56.7 0 Apr 15, 2025 IFRS
Feb, 2026 Guidance 17,100 3,250 ー 2,345 75.3 7.58 May 21, 2025 IFRS
YoY +46.8% +32.1% － +30.4% +32.8%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Jun - Aug, 2024 2,952 595 592 427 13.5 20.2 Oct 15, 2024 IFRS
Sep - Nov, 2024 3,134 693 689 496 15.6 22.1 Jan 14, 2025 IFRS
Dec - Feb, 2024 3,224 723 719 544 17.2 22.4 Apr 15, 2025 IFRS
Mar - May, 2025 3,361 607 602 437 14.2 18.1 Jul 15, 2025 IFRS
Jun - Aug, 2025 4,337 799 795 577 18.6 18.4 Oct 14, 2025 IFRS
YoY +46.9% +34.3% +34.3% +35.1% +38.4%

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