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ALINCO, First Half Ordinary Profit Revised Downward to an Unexpected 4%Decrease

Mon Oct 20, 2025 3:30 pm JST Earnings

5933 ALINCO INCORPORATED 【J-GAAP】

Earnings Report

ALINCO INCORPORATED <5933> [TSE Prime] announced its financial results after the market closed on October 20th (15:30). The consolidated ordinary profit for the cumulative second quarter of the fiscal year ending March 2026 (April to September) decreased 3.6% from the same period last year to 1.42 billion yen, resulting in a decrease in profits compared to the previous forecast of a 1.8% increase.

Progress toward the full-year plan of 3.30 billion yen was 43.1%, also falling below the five-year average of 65.5%.

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 expand 56.1% from the same period last year, reaching 1.87 billion yen.

In the most recent three-month period, from July to September (2Q), the consolidated ordinary profit grew 15.1% from the same period last year, reaching 0.80 billion yen. However, the operating profit margin worsened from 4.7% in the same period last year to 3.8%.

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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 29,230 1,367 2,103 1,468 74.8 73.0 Oct 20, 2023 J-GAAP
Apr - Sep, 2024 30,822 1,313 1,474 1,029 52.1 55.0 Oct 18, 2024 J-GAAP
Apr - Sep, 2025 31,748 1,256 1,421 918 46.1 43.1 Oct 20, 2025 J-GAAP
YoY +3.0% -4.3% -3.6% -10.8% -11.4%

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 31,170 1,320 1,500 930 46.6 22 May 2, 2025 J-GAAP
Apr - Sep, 2025 Results 31,748 1,256 1,421 918 46.1 22 Oct 20, 2025 J-GAAP
Revision Rate +1.9% -4.8% -5.3% -1.3% -1.1%

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 30,779 883 1,204 930 47.0 22 May 2, 2025 J-GAAP
Oct - Mar, 2025 Guidance 31,752 1,844 1,879 1,262 63.2 22 Oct 20, 2025 J-GAAP
YoY +3.2% +108.8% +56.1% +35.7% +34.6%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 57,876 1,781 2,879 1,988 101.1 41 May 2, 2024 J-GAAP
Mar, 2025 61,601 2,196 2,678 1,959 98.9 43 May 2, 2025 J-GAAP
Mar, 2026 Guidance 63,500 3,100 3,300 2,180 109.2 44 May 2, 2025 J-GAAP
YoY +3.1% +41.2% +23.2% +11.3% +10.4%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Jul - Sep, 2024 16,293 763 701 359 18.2 4.7 Oct 18, 2024 J-GAAP
Oct - Dec, 2024 16,375 730 1,167 746 37.7 4.5 Feb 3, 2025 J-GAAP
Jan - Mar, 2025 14,404 153 37 184 9.3 1.1 May 2, 2025 J-GAAP
Apr - Jun, 2025 15,415 643 614 399 20.1 4.2 Jul 18, 2025 J-GAAP
Jul - Sep, 2025 16,333 613 807 519 26.1 3.8 Oct 20, 2025 J-GAAP
YoY +0.2% -19.7% +15.1% +44.6% +43.6%

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