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Amatei Inc, First Half Ordinary Profit Increases by 33%
5952 Amatei Incorporated 【J-GAAP】
Earnings ReportAmatei Incorporated <5952> [TSE Std] announced its financial results after the market closed on November 11th (16:00). The consolidated ordinary profit for the cumulative second quarter of the fiscal year ending March 2026 (April to September) expanded 129 million yen, an increase 33.0% compared to the same period last year, exceeded the previous forecast of 110 million yen.
Progress toward the full-year plan of 220 million yen was 58.6%, also surpassing the five-year average of 37.7%.
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 October to March period (second half) is expected to decrease 24.8% from the same period last year to 91 million yen.
In the most recent three-month period, from July to September (2Q), the consolidated ordinary profit increased 40.9% from the same period last year, reaching 62 million yen. The operating profit margin improved from 3.7% in the same period last year to 5.0%.
Kabutan News
Actual Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Progress Rate vs. First Half | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Apr - Sep, 2023 | 2,744 | 81 | 76 | 60 | 5.1 | 42.7 | Nov 13, 2023 | J-GAAP |
| Apr - Sep, 2024 | 2,741 | 108 | 97 | 64 | 5.4 | 44.5 | Nov 11, 2024 | J-GAAP |
| Apr - Sep, 2025 | 2,707 | 137 | 129 | 86 | 7.3 | 58.6 | Nov 11, 2025 | J-GAAP |
| YoY | -1.2% | +26.9% | +33.0% | +34.4% | +34.5% |
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 | 2,800 | 120 | 110 | 70 | 5.9 | 0 | May 12, 2025 | J-GAAP |
| Apr - Sep, 2025 Results | 2,707 | 137 | 129 | 86 | 7.3 | 0 | Nov 11, 2025 | J-GAAP |
| Revision Rate | -3.3% | +14.2% | +17.3% | +22.9% | +23.4% |
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 | 2,842 | 131 | 121 | 78 | 6.6 | 5 | May 12, 2025 | J-GAAP |
| Oct - Mar, 2025 Guidance | 2,993 | 103 | 91 | 59 | 5.0 | 5 | Nov 11, 2025 | J-GAAP |
| YoY | +5.3% | -21.4% | -24.8% | -24.4% | -24.3% |
Current Period Guidance
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Mar, 2024 | 5,533 | 188 | 178 | 133 | 11.2 | 2.50 | May 10, 2024 | J-GAAP |
| Mar, 2025 | 5,583 | 239 | 218 | 142 | 12.0 | 5 | May 12, 2025 | J-GAAP |
| Mar, 2026 Guidance | 5,700 | 240 | 220 | 145 | 12.2 | 5 | May 12, 2025 | J-GAAP |
| YoY | +2.1% | +0.4% | +0.9% | +2.1% | +2.1% |
Quarterly Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Operating Profit Margin | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Jul - Sep, 2024 | 1,379 | 51 | 44 | 24 | 2.0 | 3.7 | Nov 11, 2024 | J-GAAP |
| Oct - Dec, 2024 | 1,512 | 85 | 83 | 64 | 5.4 | 5.6 | Feb 10, 2025 | J-GAAP |
| Jan - Mar, 2025 | 1,330 | 46 | 38 | 14 | 1.2 | 3.5 | May 12, 2025 | J-GAAP |
| Apr - Jun, 2025 | 1,386 | 71 | 67 | 55 | 4.7 | 5.1 | Aug 8, 2025 | J-GAAP |
| Jul - Sep, 2025 | 1,321 | 66 | 62 | 31 | 2.6 | 5.0 | Nov 11, 2025 | J-GAAP |
| YoY | -4.2% | +29.4% | +40.9% | +29.2% | +29.6% |
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