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Makino Milling Machine, First Half Ordinary Profit Increases by 39%, Jul-Sep Ordinary Profit Increases by 82%
6135 Makino Milling Machine Co.,Ltd. 【J-GAAP】
Earnings ReportMakino Milling Machine Co.,Ltd. <6135> [TSE Prime] announced its financial results after the market closed on October 31st (15:30). The consolidated ordinary profit for the cumulative second quarter of the fiscal year ending March 2026 (April to September) expanded 10.5 billion yen, an increase 38.9% compared to the same period last year. Progress toward the full-year plan of 22.0 billion yen was 47.9%, exceeding the five-year average of 38.1%.
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 8.3% from the same period last year to 11.4 billion yen.
In the most recent three-month period, from July to September (2Q), the consolidated ordinary profit increased 81.8% from the same period last year, reaching 6.84 billion yen. The operating profit margin improved from 8.2% in the same period last year to 9.8%.
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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 |
|---|---|---|---|---|---|---|---|---|
| Apr - Sep, 2023 | 108,515 | 7,776 | 9,730 | 7,675 | 321.4 | 51.4 | Oct 31, 2023 | J-GAAP |
| Apr - Sep, 2024 | 108,237 | 7,576 | 7,583 | 5,782 | 244.9 | 37.7 | Oct 31, 2024 | J-GAAP |
| Apr - Sep, 2025 | 119,421 | 9,500 | 10,530 | 6,762 | 289.1 | 47.9 | Oct 31, 2025 | J-GAAP |
| YoY | +10.3% | +25.4% | +38.9% | +16.9% | +18.1% |
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 | 115,700 | 9,000 | 9,200 | 8,700 | 371.9 | 0 | Jun 3, 2025 | J-GAAP |
| Apr - Sep, 2025 Results | 119,421 | 9,500 | 10,530 | 6,762 | 289.1 | 0 | Oct 31, 2025 | J-GAAP |
| Revision Rate | +3.2% | +5.6% | +14.5% | -22.3% | -22.3% |
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 | 125,979 | 10,940 | 12,507 | 8,633 | 367.2 | 100 | Apr 30, 2025 | J-GAAP |
| Oct - Mar, 2025 Guidance | 120,579 | 12,000 | 11,470 | 11,238 | 480.4 | 0 | Oct 31, 2025 | J-GAAP |
| YoY | -4.3% | +9.7% | -8.3% | +30.2% | +30.8% |
Current Period Guidance
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Mar, 2024 | 225,360 | 16,372 | 18,918 | 15,981 | 670.6 | 150 | Apr 30, 2024 | J-GAAP |
| Mar, 2025 | 234,216 | 18,516 | 20,090 | 14,415 | 613.2 | 180 | Apr 30, 2025 | J-GAAP |
| Mar, 2026 Guidance | 240,000 | 21,500 | 22,000 | 18,000 | 769.5 | 0 | Jun 3, 2025 | J-GAAP |
| YoY | +2.5% | +16.1% | +9.5% | +24.9% | +25.5% |
Quarterly Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Operating Profit Margin | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Jul - Sep, 2024 | 56,369 | 4,617 | 3,766 | 2,546 | 107.8 | 8.2 | Oct 31, 2024 | J-GAAP |
| Oct - Dec, 2024 | 60,557 | 5,656 | 6,904 | 4,750 | 201.7 | 9.3 | Jan 31, 2025 | J-GAAP |
| Jan - Mar, 2025 | 65,422 | 5,284 | 5,603 | 3,883 | 165.2 | 8.1 | Apr 30, 2025 | J-GAAP |
| Apr - Jun, 2025 | 55,397 | 3,201 | 3,684 | 1,247 | 53.4 | 5.8 | Jul 31, 2025 | J-GAAP |
| Jul - Sep, 2025 | 64,024 | 6,299 | 6,846 | 5,515 | 235.8 | 9.8 | Oct 31, 2025 | J-GAAP |
| YoY | +13.6% | +36.4% | +81.8% | +116.6% | +118.7% |
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