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ASAHIPEN, First Half Ordinary Profit Decreases by 33%, Jul-Sep Ordinary Profit Decreases by 44%
4623 ASAHIPEN CORPORATION 【J-GAAP】
Earnings ReportASAHIPEN CORPORATION <4623> [TSE Std] announced its financial results after the market closed on November 7th (15:30). The consolidated ordinary profit for the cumulative second quarter of the fiscal year ending March 2026 (April to September) dropped 33.2% from the same period last year to 354 million yen. Progress toward the full-year plan of 700 million yen was 50.6%, below the five-year average of 61.5%.
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 16.2% from the same period last year to 346 million yen.
In the most recent three-month period, from July to September (2Q), the consolidated ordinary profit dropped to 90 million yen, a 43.8% decrease compared to the same period last year. The operating profit margin worsened from 3.8% in the same period last year to 2.3%.
Kabutan News
Actual Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Progress Rate vs. First Half | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Apr - Sep, 2023 | 8,698 | 492 | 529 | 225 | 87.0 | 57.3 | Nov 10, 2023 | J-GAAP |
| Apr - Sep, 2024 | 9,103 | 500 | 530 | 441 | 127.0 | 56.2 | Nov 8, 2024 | J-GAAP |
| Apr - Sep, 2025 | 8,015 | 319 | 354 | 383 | 98.5 | 50.6 | Nov 7, 2025 | J-GAAP |
| YoY | -12.0% | -36.2% | -33.2% | -13.2% | -22.4% |
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 | 8,000 | 320 | 350 | 380 | 97.2 | 30 | Oct 31, 2025 | J-GAAP |
| Apr - Sep, 2025 Results | 8,015 | 319 | 354 | 383 | 98.5 | 30 | Nov 7, 2025 | J-GAAP |
| Revision Rate | +0.2% | -0.3% | +1.1% | +0.8% | +1.4% |
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 | 8,048 | 365 | 413 | 260 | 70.6 | 30 | May 14, 2025 | J-GAAP |
| Oct - Mar, 2025 Guidance | 7,985 | 311 | 346 | 217 | 55.5 | 30 | Nov 7, 2025 | J-GAAP |
| YoY | -0.8% | -14.8% | -16.2% | -16.5% | -21.4% |
Current Period Guidance
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Mar, 2024 | 17,106 | 844 | 923 | 380 | 106.4 | 60 | May 9, 2024 | J-GAAP |
| Mar, 2025 | 17,151 | 865 | 943 | 701 | 190.5 | 60 | May 14, 2025 | J-GAAP |
| Mar, 2026 Guidance | 16,000 | 630 | 700 | 600 | 153.5 | 60 | Oct 31, 2025 | J-GAAP |
| YoY | -6.7% | -27.2% | -25.8% | -14.4% | -19.4% |
Quarterly Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Operating Profit Margin | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Jul - Sep, 2024 | 4,279 | 161 | 160 | 219 | 63.1 | 3.8 | Nov 8, 2024 | J-GAAP |
| Oct - Dec, 2024 | 4,544 | 307 | 361 | 223 | 61.7 | 6.8 | Feb 7, 2025 | J-GAAP |
| Jan - Mar, 2025 | 3,504 | 58 | 52 | 37 | 10.1 | 1.7 | May 14, 2025 | J-GAAP |
| Apr - Jun, 2025 | 4,255 | 234 | 264 | 227 | 58.7 | 5.5 | Aug 7, 2025 | J-GAAP |
| Jul - Sep, 2025 | 3,760 | 85 | 90 | 156 | 40.1 | 2.3 | Nov 7, 2025 | J-GAAP |
| YoY | -12.1% | -47.2% | -43.8% | -28.8% | -36.4% |
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