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Y.A.C.HOLDINGS, First Half Ordinary Profit Increases by 2.1 times, Jul-Sep Ordinary Profit Increases by 4.3 times

Thu Nov 13, 2025 3:30 pm JST Earnings

6298 Y.A.C.HOLDINGS CO.,LTD. 【J-GAAP】

Earnings Report

Y.A.C.HOLDINGS CO.,LTD. <6298> [TSE Prime] announced its financial results after the market closed on November 13th (15:30). The consolidated ordinary profit for the cumulative second quarter of the fiscal year ending March 2026 (April to September) surged 2.1 times that of the same period last year, reaching 0.65 billion yen. However, Progress toward the full-year plan of 1.80 billion yen was 36.6%, almost the same as the five-year average of 39.5%.

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 41.0% from the same period last year, reaching 1.14 billion yen.

In the most recent three-month period, from July to September (2Q), the consolidated ordinary profit surged 4.3 times that of the same period last year, reaching 1.06 billion yen. The operating profit margin significantly improved from 8.7% in the same period last year to 13.4%.

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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 11,506 710 861 700 38.2 41.5 Nov 13, 2023 J-GAAP
Apr - Sep, 2024 11,291 601 314 23 1.3 27.9 Nov 14, 2024 J-GAAP
Apr - Sep, 2025 12,850 773 658 369 20.0 36.6 Nov 13, 2025 J-GAAP
YoY +13.8% +28.6% +109.6% +1,504.3% +1,453.5%

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 ー ー ー ー － 20 May 14, 2025 J-GAAP
Apr - Sep, 2025 Results 12,850 773 658 369 20.0 20 Nov 13, 2025 J-GAAP
Revision Rate － － － － －

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 11,750 753 810 536 29.1 20 May 14, 2025 J-GAAP
Oct - Mar, 2025 Guidance 17,150 1,227 1,142 831 45.2 20 Nov 13, 2025 J-GAAP
YoY +46.0% +62.9% +41.0% +55.0% +55.1%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 26,809 2,006 2,074 1,417 77.2 37.50 May 14, 2024 J-GAAP
Mar, 2025 23,041 1,354 1,124 559 30.4 37.50 May 14, 2025 J-GAAP
Mar, 2026 Guidance 30,000 2,000 1,800 1,200 65.3 40 May 14, 2025 J-GAAP
YoY +30.2% +47.7% +60.1% +114.7% +114.8%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Jul - Sep, 2024 5,861 507 247 57 3.2 8.7 Nov 14, 2024 J-GAAP
Oct - Dec, 2024 4,914 160 266 161 8.8 3.3 Feb 13, 2025 J-GAAP
Jan - Mar, 2025 6,836 593 544 375 20.4 8.7 May 14, 2025 J-GAAP
Apr - Jun, 2025 4,697 -321 -403 -405 -22.0 -6.8 Aug 13, 2025 J-GAAP
Jul - Sep, 2025 8,153 1,094 1,061 774 42.0 13.4 Nov 13, 2025 J-GAAP
YoY +39.1% +115.8% +329.6% +1,257.9% +1,217.9%

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