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NACHI-FUJIKOSHI, First Half Ordinary Profit Increases by 2.0 times, Mar-May Ordinary Profit Increases by 2.1 times
6474 NACHI-FUJIKOSHI CORP. 【J-GAAP】
Earnings ReportNACHI-FUJIKOSHI CORP. <6474> [TSE Prime] announced its financial results in the afternoon session on July 15th (15:00). The consolidated ordinary profit for the cumulative second quarter of the fiscal year ending November 2025 (December 2024 to May 2025) surged 2.0 times that of the same period last year, reaching 2.95 billion yen. However, Progress toward the full-year plan of 6.60 billion yen was 44.8%, almost the same as the five-year average of 44.7%.
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 June to November period (second half) is expected to expand 30.9% from the same period last year, reaching 3.64 billion yen.
In the most recent three-month period, from March to May (2Q), the consolidated ordinary profit surged 2.1 times that of the same period last year, reaching 1.49 billion yen. The operating profit margin improved from 2.0% in the same period last year to 3.5%.
Kabutan News
Actual Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Progress Rate vs. First Half | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Dec - May, 2022 | 135,264 | 7,612 | 7,047 | 4,727 | 201.9 | 63.9 | Jul 13, 2023 | J-GAAP |
| Dec - May, 2023 | 118,712 | 2,342 | 1,452 | 779 | 33.4 | 34.3 | Jul 11, 2024 | J-GAAP |
| Dec - May, 2024 | 115,887 | 4,213 | 2,957 | 1,875 | 82.8 | 44.8 | Jul 15, 2025 | J-GAAP |
| YoY | -2.4% | +79.9% | +103.7% | +140.7% | +147.7% |
First Half Results vs. Previous Guidance
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Dec - May, 2024 Guidance | 120,000 | 4,100 | 3,100 | 1,900 | 83.4 | 0 | Jan 14, 2025 | J-GAAP |
| Dec - May, 2024 Results | 115,887 | 4,213 | 2,957 | 1,875 | 82.8 | 0 | Jul 15, 2025 | J-GAAP |
| Revision Rate | -3.4% | +2.8% | -4.6% | -1.3% | -0.7% |
Current Period Guidance
Second Half Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Jun - Nov, 2024 | 121,180 | 4,294 | 2,784 | 2,572 | 110.6 | 100 | Jan 14, 2025 | J-GAAP |
| Jun - Nov, 2025 Guidance | 127,113 | 4,387 | 3,643 | 2,125 | 97.6 | 100 | Jul 15, 2025 | J-GAAP |
| YoY | +4.9% | +2.2% | +30.9% | -17.4% | -11.8% |
Current Period Guidance
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Nov, 2023 | 265,464 | 11,873 | 11,028 | 6,469 | 276.9 | 110 | Jan 11, 2024 | J-GAAP |
| Nov, 2024 | 239,892 | 6,636 | 4,236 | 3,351 | 144.1 | 100 | Jan 14, 2025 | J-GAAP |
| Nov, 2025 Guidance | 243,000 | 8,600 | 6,600 | 4,000 | 183.7 | 100 | Jan 14, 2025 | J-GAAP |
| YoY | +1.3% | +29.6% | +55.8% | +19.4% | +27.5% |
Quarterly Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Operating Profit Margin | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Mar - May, 2024 | 59,374 | 1,159 | 698 | 423 | 18.2 | 2.0 | Jul 11, 2024 | J-GAAP |
| Jun - Aug, 2024 | 60,719 | 1,732 | 456 | 1,999 | 85.8 | 2.9 | Oct 3, 2024 | J-GAAP |
| Sep - Nov, 2024 | 60,461 | 2,562 | 2,328 | 573 | 24.6 | 4.2 | Jan 14, 2025 | J-GAAP |
| Dec - Feb, 2024 | 56,710 | 2,148 | 1,466 | 1,432 | 62.9 | 3.8 | Apr 3, 2025 | J-GAAP |
| Mar - May, 2025 | 59,177 | 2,065 | 1,491 | 443 | 19.6 | 3.5 | Jul 15, 2025 | J-GAAP |
| YoY | -0.3% | +78.2% | +113.6% | +4.7% | +7.8% |
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