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Imagineer, Ordinary Profit Forecast for the Fiscal Year Revised Downward by 11%, Dividend Revised Upward by 10 Yen

Fri Oct 31, 2025 3:31 pm JST Earnings

4644 Imagineer Co.,Ltd. 【J-GAAP】

Earnings Report

Imagineer Co.,Ltd. <4644> [TSE Std] announced its financial results after the market closed on October 31st (15:31). The consolidated ordinary profit for the cumulative second quarter of the fiscal year ending March 2026 (April to September) significantly dropped 73.6% from the same period last year to 133 million yen, fell short of the previous forecast of 170 million yen.

In addition, the full-year forecast for consolidated ordinary profit has decreased 11.1%, from the previous forecast of 810 million yen to 720 million yen (compared to 924 million yen in the previous period), leading to an increase in the profit decline rate from 12.3% to 22.1%.

Based on the first-half performance announced by the company and the full-year plan, our calculation indicates that the consolidated ordinary profit for the October to March period (second half) is expected to expand 39.4% from the same period last year, reaching 587 million yen.

At the same time, the company has increased its planned annual dividend for the current fiscal year from the original plan of 50 yen to 60 yen (compared to 55 yen in the previous period).

In the most recent three-month period, from July to September (2Q), the consolidated ordinary profit/loss turned to a loss of 2 million yen (compared to a profit of 203 million yen in the same period last year). The operating profit/loss margin drastically worsened from 15.3% in the same period last year to -7.0%.

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
Apr - Sep, 2023 2,765 137 412 283 29.5 62.8 Oct 31, 2023 J-GAAP
Apr - Sep, 2024 2,809 299 503 332 34.6 54.4 Oct 31, 2024 J-GAAP
Apr - Sep, 2025 2,627 -129 133 82 8.6 18.5 Oct 31, 2025 J-GAAP
YoY -6.5% － -73.6% -75.3% -75.2%

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 2,930 -40 170 110 11.4 25 May 15, 2025 J-GAAP
Apr - Sep, 2025 Results 2,627 -129 133 82 8.6 25 Oct 31, 2025 J-GAAP
Revision Rate -10.3% -222.5% -21.8% -25.5% -24.8%

Guidance Update

Full Year Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2026 Prev 6,700 500 810 530 55.0 50 May 15, 2025 J-GAAP
Mar, 2026 New 6,250 365 720 460 47.7 60 Oct 31, 2025 J-GAAP
Revision Rate -6.7% -27.0% -11.1% -13.2% -13.2%

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 3,677 159 421 271 28.1 32.50 May 15, 2025 J-GAAP
Oct - Mar, 2025 Guidance 3,623 494 587 378 39.2 35 Oct 31, 2025 J-GAAP
YoY -1.5% +210.7% +39.4% +39.5% +39.3%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 5,960 345 656 416 43.3 45 May 15, 2024 J-GAAP
Mar, 2025 6,486 458 924 603 62.6 55 May 15, 2025 J-GAAP
Mar, 2026 Guidance 6,250 365 720 460 47.7 60 Oct 31, 2025 J-GAAP
YoY -3.6% -20.3% -22.1% -23.7% -23.8%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Jul - Sep, 2024 1,418 217 203 136 14.2 15.3 Oct 31, 2024 J-GAAP
Oct - Dec, 2024 1,991 108 294 197 20.5 5.4 Jan 30, 2025 J-GAAP
Jan - Mar, 2025 1,686 51 127 74 7.7 3.0 May 15, 2025 J-GAAP
Apr - Jun, 2025 1,305 -36 135 77 8.1 -2.8 Jul 31, 2025 J-GAAP
Jul - Sep, 2025 1,322 -93 -2 5 0.5 -7.0 Oct 31, 2025 J-GAAP
YoY -6.8% － － -96.3% -96.3%

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