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OGURA CLUTCH, Ordinary Profit Forecast for the Fiscal Year Turns to Profit, Exceeds Expectations

Wed Nov 12, 2025 3:00 pm JST Earnings

6408 OGURA CLUTCH CO.,LTD. 【J-GAAP】

Earnings Report

OGURA CLUTCH CO.,LTD. <6408> [TSE Std] announced its financial results in the afternoon session on November 12th (15:00). The consolidated ordinary profit for the cumulative second quarter of the fiscal year ending March 2026 (April to September) decreased 25.1% from the same period last year to 376 million yen.

However, the full-year forecast for consolidated ordinary profit has been revised upward from an expected loss of 160 million yen to a profit of 480 million yen (compared to a profit of 749 million yen in the previous period), turning to a profit.

Based on the first-half performance announced by the company and the full-year plan, our calculation indicates that the consolidated ordinary profit for the October to March period (second half) is expected to significant drop 57.9% from the same period last year to 104 million yen.

At the same time, the company has decided not to pay the first-half dividend, which had previously been undecided.

In the most recent three-month period, from July to September (2Q), the consolidated ordinary profit increased 62.9% from the same period last year, reaching 303 million yen. The operating profit margin improved from 1.6% in the same period last year to 2.3%.

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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 21,747 -37 211 -52 -35.4 ー Nov 13, 2023 J-GAAP
Apr - Sep, 2024 22,026 228 502 290 193.9 67.0 Nov 12, 2024 J-GAAP
Apr - Sep, 2025 20,554 512 376 234 156.8 78.3 Nov 12, 2025 J-GAAP
YoY -6.7% +124.6% -25.1% -19.3% -19.1%

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 ー ー ー ー － － May 14, 2025 J-GAAP
Apr - Sep, 2025 Results 20,554 512 376 234 156.8 0 Nov 12, 2025 J-GAAP
Revision Rate － － － － －

Guidance Update

Full Year Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2026 Prev 40,000 0 -160 -350 -234.0 － May 14, 2025 J-GAAP
Mar, 2026 New 40,600 640 480 210 140.4 － Nov 12, 2025 J-GAAP
Revision Rate +1.5% － － － －

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 21,881 236 247 872 583.0 50 May 14, 2025 J-GAAP
Oct - Mar, 2025 Guidance 20,046 128 104 -24 -16.0 － Nov 12, 2025 J-GAAP
YoY -8.4% -45.8% -57.9% － －

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 43,491 -320 -229 -598 -399.6 50 May 14, 2024 J-GAAP
Mar, 2025 43,907 464 749 1,162 776.9 50 May 14, 2025 J-GAAP
Mar, 2026 Guidance 40,600 640 480 210 140.4 － Nov 12, 2025 J-GAAP
YoY -7.5% +37.9% -35.9% -81.9% -81.9%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Jul - Sep, 2024 11,219 177 186 -222 -148.4 1.6 Nov 12, 2024 J-GAAP
Oct - Dec, 2024 10,964 169 83 47 31.4 1.5 Feb 12, 2025 J-GAAP
Jan - Mar, 2025 10,917 67 164 825 551.6 0.6 May 14, 2025 J-GAAP
Apr - Jun, 2025 10,386 274 73 -16 -10.8 2.6 Aug 8, 2025 J-GAAP
Jul - Sep, 2025 10,168 238 303 250 167.5 2.3 Nov 12, 2025 J-GAAP
YoY -9.4% +34.5% +62.9% － －

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