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LY, Jul-Sep (2Q) Net Income Increases by 2.5 times, Current Fiscal Year Dividend Revised Upward by 0.3 Yen

Tue Nov 4, 2025 3:30 pm JST Earnings

4689 LY Corporation 【IFRS】

Earnings Report

LY Corporation <4689> [TSE Prime] announced its financial results (based on IFRS) after the market closed on November 4th (15:30). The consolidated net income for the cumulative second quarter of the fiscal year ending March 2026 (April to September) expanded 138 billion yen, an increase 58.5% compared to the same period last year.

At the same time, the company has increased its planned year-end lump-sum dividend for the current fiscal year from the original plan of 7 yen to 7.3 yen (compared to 7 yen in the previous period).

In the most recent three-month period, from July to September (2Q), the consolidated net income surged 2.5 times that of the same period last year, reaching 89.5 billion yen. The operating profit margin jumped from 14.2% in the same period last year to 23.6%.

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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 871,799 116,128 123,420 93,736 12.5 68.0 Nov 7, 2023 IFRS
Apr - Sep, 2024 925,293 172,659 144,735 87,254 11.6 52.7 Nov 5, 2024 IFRS
Apr - Sep, 2025 995,367 214,526 190,703 138,313 19.8 ー Nov 4, 2025 IFRS
YoY +7.6% +24.2% +31.8% +58.5% +69.8%

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 ー ー ー ー － 0 May 7, 2025 IFRS
Apr - Sep, 2025 Results 995,367 214,526 190,703 138,313 19.8 0 Nov 4, 2025 IFRS
Revision Rate － － － － －

Guidance Update

Full Year Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2026 Prev 2,100,000 ー ー ー － 7 May 7, 2025 IFRS
Mar, 2026 New 2,100,000 ー ー ー － 7.30 Nov 4, 2025 IFRS
Revision Rate 0.0% － － － －

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 992,185 142,374 130,147 66,211 9.1 7 May 7, 2025 IFRS
Oct - Mar, 2025 Guidance 1,104,633 ー ー ー － 7.30 Nov 4, 2025 IFRS
YoY +11.3% － － － －

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 1,814,663 208,191 181,621 113,199 15.1 5.56 May 8, 2024 IFRS
Mar, 2025 1,917,478 315,033 274,882 153,465 21.0 7 May 7, 2025 IFRS
Mar, 2026 Guidance 2,100,000 ー ー ー － 7.30 Nov 4, 2025 IFRS
YoY +9.5% － － － －

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Jul - Sep, 2024 462,208 65,857 57,036 35,727 4.8 14.2 Nov 5, 2024 IFRS
Oct - Dec, 2024 503,466 82,106 79,298 40,423 5.5 16.3 Feb 6, 2025 IFRS
Jan - Mar, 2025 488,719 60,268 50,849 25,788 3.5 12.3 May 7, 2025 IFRS
Apr - Jun, 2025 489,631 95,071 87,070 48,716 6.8 19.4 Aug 4, 2025 IFRS
Jul - Sep, 2025 505,736 119,455 103,633 89,597 12.8 23.6 Nov 4, 2025 IFRS
YoY +9.4% +81.4% +81.7% +150.8% +168.6%

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