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I-ne, First Half Ordinary Profit Decreases by 26%, Apr-Jun Ordinary Profit Decreases by 48%
4933 I-ne CO., LTD. 【J-GAAP】
Earnings ReportI-ne CO., LTD. <4933> [TSE Prime] announced its financial results after the market closed on August 8th (16:00). The consolidated ordinary profit for the cumulative second quarter of the fiscal year ending December 2025 (January to June) decreased 25.9% from the same period last year to 1.58 billion yen. Progress toward the full-year plan of 5.00 billion yen was 31.7%, also falling below the five-year average of 48.7%.
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 July to December period (second half) is expected to expand 37.7% from the same period last year, reaching 3.41 billion yen.
In the most recent three-month period, from April to June (2Q), the consolidated ordinary profit dropped to 0.74 billion yen, a 48.2% decrease compared to the same period last year. The operating profit margin significantly dropped from 12.4% in the same period last year to 7.0%.
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Actual Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Progress Rate vs. First Half | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Jan - Jun, 2023 | 19,517 | 1,919 | 1,913 | 3,012 | 171.4 | 44.1 | Aug 9, 2023 | J-GAAP |
| Jan - Jun, 2024 | 20,311 | 2,034 | 2,143 | 1,241 | 70.2 | 46.4 | Aug 9, 2024 | J-GAAP |
| Jan - Jun, 2025 | 22,321 | 1,688 | 1,587 | 923 | 52.8 | 31.7 | Aug 8, 2025 | J-GAAP |
| YoY | +9.9% | -17.0% | -25.9% | -25.6% | -24.7% |
First Half Results vs. Previous Guidance
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Jan - Jun, 2025 Guidance | 23,000 | 1,530 | 1,480 | 720 | 41.2 | 0 | Feb 12, 2025 | J-GAAP |
| Jan - Jun, 2025 Results | 22,321 | 1,688 | 1,587 | 923 | 52.8 | 0 | Aug 8, 2025 | J-GAAP |
| Revision Rate | -3.0% | +10.3% | +7.2% | +28.2% | +28.2% |
Current Period Guidance
Second Half Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Jul - Dec, 2024 | 24,695 | 2,549 | 2,478 | 1,697 | 96.5 | 13 | Feb 12, 2025 | J-GAAP |
| Jul - Dec, 2025 Guidance | 29,679 | 3,352 | 3,413 | 1,777 | 101.6 | 13.50 | Aug 8, 2025 | J-GAAP |
| YoY | +20.2% | +31.5% | +37.7% | +4.7% | +5.3% |
Current Period Guidance
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Dec, 2023 | 41,643 | 4,379 | 4,337 | 3,954 | 224.4 | 13 | Feb 9, 2024 | J-GAAP |
| Dec, 2024 | 45,006 | 4,583 | 4,621 | 2,938 | 167.0 | 13 | Feb 12, 2025 | J-GAAP |
| Dec, 2025 Guidance | 52,000 | 5,040 | 5,000 | 2,700 | 154.3 | 13.50 | Feb 12, 2025 | J-GAAP |
| YoY | +15.5% | +10.0% | +8.2% | -8.1% | -7.6% |
Quarterly Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Operating Profit Margin | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Apr - Jun, 2024 | 11,229 | 1,396 | 1,438 | 815 | 46.1 | 12.4 | Aug 9, 2024 | J-GAAP |
| Jul - Sep, 2024 | 10,999 | 923 | 807 | 335 | 19.0 | 8.4 | Nov 8, 2024 | J-GAAP |
| Oct - Dec, 2024 | 13,696 | 1,626 | 1,671 | 1,362 | 77.4 | 11.9 | Feb 12, 2025 | J-GAAP |
| Jan - Mar, 2025 | 11,116 | 901 | 842 | 373 | 21.4 | 8.1 | May 9, 2025 | J-GAAP |
| Apr - Jun, 2025 | 11,205 | 787 | 745 | 550 | 31.5 | 7.0 | Aug 8, 2025 | J-GAAP |
| YoY | -0.2% | -43.6% | -48.2% | -32.5% | -31.7% |
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