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OSAKA STEEL, Jul-Sep (2Q) Ordinary Profit Turns to Profit

Thu Oct 30, 2025 1:00 pm JST Earnings

5449 OSAKA STEEL CO.,LTD. 【J-GAAP】

Earnings Report

OSAKA STEEL CO.,LTD. <5449> [TSE Std] announced its financial results in the afternoon session on October 30th (13:00). The consolidated ordinary profit/loss for the cumulative second quarter of the fiscal year ending March 2026 (April to September) turned into a loss of 1.32 billion yen (compared to a profit of 1.90 billion yen in the same period last year).

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 significant drop 56.0% from the same period last year to 1.32 billion yen.

In the most recent three-month period, from July to September (2Q), the consolidated ordinary profit/loss turned to a profit of 0.26 billion yen (compared to a loss of 1.62 billion yen in the same period last year). The operating profit margin improved from 0.9% in the same period last year to 1.3%.

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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 57,557 3,611 3,562 2,278 58.5 56.5 Oct 30, 2023 J-GAAP
Apr - Sep, 2024 59,949 2,394 1,901 1,158 29.8 38.7 Oct 30, 2024 J-GAAP
Apr - Sep, 2025 48,641 -170 -1,324 -1,550 -51.8 ー Oct 30, 2025 J-GAAP
YoY -18.9% － － － －

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 50,000 -1,000 -2,500 -2,300 -76.9 0 Jul 30, 2025 J-GAAP
Apr - Sep, 2025 Results 48,641 -170 -1,324 -1,550 -51.8 0 Oct 30, 2025 J-GAAP
Revision Rate -2.7% +83.0% +47.0% +32.6% +32.6%

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 56,475 2,934 3,010 2,069 53.2 19 Apr 28, 2025 J-GAAP
Oct - Mar, 2025 Guidance 56,359 1,970 1,324 750 25.1 0 Oct 30, 2025 J-GAAP
YoY -0.2% -32.9% -56.0% -63.8% -52.9%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 117,127 7,013 6,304 3,121 80.2 24.50 Apr 26, 2024 J-GAAP
Mar, 2025 116,424 5,328 4,911 3,227 82.9 34 Apr 28, 2025 J-GAAP
Mar, 2026 Guidance 105,000 1,800 0 -800 -26.7 0 Jul 30, 2025 J-GAAP
YoY -9.8% -66.2% － － －

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Jul - Sep, 2024 28,323 243 -1,625 -1,159 -29.8 0.9 Oct 30, 2024 J-GAAP
Oct - Dec, 2024 28,194 967 1,687 1,023 26.3 3.4 Jan 31, 2025 J-GAAP
Jan - Mar, 2025 28,281 1,967 1,323 1,046 26.9 7.0 Apr 28, 2025 J-GAAP
Apr - Jun, 2025 25,771 -475 -1,586 -1,485 -49.7 -1.8 Jul 30, 2025 J-GAAP
Jul - Sep, 2025 22,870 305 262 -65 -2.2 1.3 Oct 30, 2025 J-GAAP
YoY -19.3% +25.5% － +94.4% +92.7%

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