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OKAMOTO INDUSTRIES, Jul-Sep (2Q) Ordinary Profit Increases by 49%

Fri Nov 7, 2025 4:00 pm JST Earnings

5122 OKAMOTO INDUSTRIES,INC. 【J-GAAP】

Earnings Report

OKAMOTO INDUSTRIES,INC. <5122> [TSE Prime] announced its financial results after the market closed on November 7th (16:00). The consolidated ordinary profit for the cumulative second quarter of the fiscal year ending March 2026 (April to September) dropped 32.5% from the same period last year to 3.38 billion yen. Progress toward the full-year plan of 7.00 billion yen was 48.3%, almost the same as the five-year average of 49.3%.

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 23.9% from the same period last year to 3.61 billion yen.

In the most recent three-month period, from July to September (2Q), the consolidated ordinary profit increased 49.0% from the same period last year, reaching 2.12 billion yen. However, the operating profit margin worsened from 8.4% in the same period last year to 6.5%.

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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 50,959 4,767 6,006 4,578 260.2 49.7 Nov 10, 2023 J-GAAP
Apr - Sep, 2024 54,489 4,919 5,015 2,980 170.7 51.4 Nov 8, 2024 J-GAAP
Apr - Sep, 2025 52,899 2,503 3,384 1,943 112.8 48.3 Nov 7, 2025 J-GAAP
YoY -2.9% -49.1% -32.5% -34.8% -33.9%

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 52,000 2,000 2,300 1,100 64.4 60 May 13, 2025 J-GAAP
Apr - Sep, 2025 Results 52,899 2,503 3,384 1,943 112.8 60 Nov 7, 2025 J-GAAP
Revision Rate +1.7% +25.2% +47.1% +76.6% +75.3%

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 54,618 3,782 4,749 3,694 212.2 60 May 13, 2025 J-GAAP
Oct - Mar, 2025 Guidance 56,101 3,197 3,616 2,357 137.9 60 Nov 7, 2025 J-GAAP
YoY +2.7% -15.5% -23.9% -36.2% -35.0%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 106,123 10,040 12,087 7,388 420.3 135 May 13, 2024 J-GAAP
Mar, 2025 109,107 8,701 9,764 6,674 383.4 120 May 13, 2025 J-GAAP
Mar, 2026 Guidance 109,000 5,700 7,000 4,300 251.6 120 May 13, 2025 J-GAAP
YoY -0.1% -34.5% -28.3% -35.6% -34.4%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Jul - Sep, 2024 28,423 2,381 1,423 770 44.1 8.4 Nov 8, 2024 J-GAAP
Oct - Dec, 2024 28,557 2,193 3,428 2,099 120.4 7.7 Feb 7, 2025 J-GAAP
Jan - Mar, 2025 26,061 1,589 1,321 1,595 91.6 6.1 May 13, 2025 J-GAAP
Apr - Jun, 2025 26,929 814 1,264 478 27.7 3.0 Aug 5, 2025 J-GAAP
Jul - Sep, 2025 25,970 1,689 2,120 1,465 85.1 6.5 Nov 7, 2025 J-GAAP
YoY -8.6% -29.1% +49.0% +90.3% +92.9%

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