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AJIS, First Half Ordinary Profit Unexpectedly Revised Upward by 3%

Fri Oct 31, 2025 3:00 pm JST Earnings

4659 AJIS CO.,LTD. 【J-GAAP】

Earnings Report

AJIS CO.,LTD. <4659> [TSE Std] announced its financial results in the afternoon session on October 31st (15:00). The consolidated ordinary profit for the cumulative second quarter of the fiscal year ending March 2026 (April to September) was 1.39 billion yen, a 2.8% increase compared to the same period last year, resulting in an increase in profits compared to the previous forecast of a 26.6% decrease.

Progress toward the full-year plan of 2.51 billion yen was 55.4%, also surpassing the five-year average of 42.8%.

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 drop 37.1% from the same period last year to 1.12 billion yen.

In the most recent three-month period, from July to September (2Q), the consolidated ordinary profit decreased to 0.95 billion yen, a 4.7% decrease compared to the same period last year. The operating profit margin decreased from 11.4% in the same period last year to 10.1%.

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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 13,014 894 945 632 75.2 36.1 Oct 31, 2023 J-GAAP
Apr - Sep, 2024 16,011 1,292 1,353 771 91.5 43.2 Oct 31, 2024 J-GAAP
Apr - Sep, 2025 17,204 1,334 1,391 826 98.0 55.4 Oct 31, 2025 J-GAAP
YoY +7.5% +3.3% +2.8% +7.1% +7.0%

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 16,970 900 993 610 72.3 0 May 15, 2025 J-GAAP
Apr - Sep, 2025 Results 17,204 1,334 1,391 826 98.0 0 Oct 31, 2025 J-GAAP
Revision Rate +1.4% +48.2% +40.1% +35.4% +35.6%

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 17,949 1,740 1,781 1,333 158.2 95 May 15, 2025 J-GAAP
Oct - Mar, 2025 Guidance 19,796 1,016 1,121 1,244 147.4 95 Oct 31, 2025 J-GAAP
YoY +10.3% -41.6% -37.1% -6.7% -6.8%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 29,995 2,521 2,620 1,910 226.8 85 May 15, 2024 J-GAAP
Mar, 2025 33,960 3,032 3,134 2,104 249.6 95 May 15, 2025 J-GAAP
Mar, 2026 Guidance 37,000 2,350 2,512 2,070 245.3 95 May 15, 2025 J-GAAP
YoY +9.0% -22.5% -19.8% -1.6% -1.8%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Jul - Sep, 2024 8,566 973 1,002 567 67.3 11.4 Oct 31, 2024 J-GAAP
Oct - Dec, 2024 8,135 376 390 250 29.7 4.6 Jan 31, 2025 J-GAAP
Jan - Mar, 2025 9,814 1,364 1,391 1,083 128.5 13.9 May 15, 2025 J-GAAP
Apr - Jun, 2025 8,039 411 436 243 28.8 5.1 Jul 31, 2025 J-GAAP
Jul - Sep, 2025 9,165 923 955 583 69.2 10.1 Oct 31, 2025 J-GAAP
YoY +7.0% -5.1% -4.7% +2.8% +2.7%

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