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Lead Co, Ordinary Profit Forecast for the Fiscal Year Revised Downward to a Loss

Fri Nov 7, 2025 3:30 pm JST Earnings

6982 The Lead Co., Inc. 【J-GAAP】

Earnings Report

The Lead Co., Inc. <6982> [TSE Std] announced its financial results after the market closed on November 7th (15:30). The ordinary loss (non-consolidated) for the cumulative second quarter of the fiscal year ending March 2026 (April to September) expanded to a loss of 189 million yen (compared to a loss of 40 million yen in the same period last year).

In addition, the full-year forecast for ordinary profit/loss has been revised downward from an expected profit of 40 million yen to a loss of 80 million yen (compared to a loss of 39 million yen in the previous period), turning to a loss outlook.

Based on the first-half performance announced by the company and the full-year plan, our calculation indicates that the ordinary profit for the October to March period (second half) is expected to surge 109 times that of the same period last year, reaching 109 million yen.

In the most recent three-month period, from July to September (2Q), the ordinary loss expanded to a loss of 148 million yen (compared to a loss of 20 million yen in the same period last year). The operating profit/loss margin drastically worsened from -2.1% in the same period last year to -16.8%.

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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 2,474 32 68 60 23.6 111.5 Nov 8, 2023 J-GAAP
Apr - Sep, 2024 2,031 -77 -40 -80 -31.2 ー Nov 7, 2024 J-GAAP
Apr - Sep, 2025 1,783 -218 -189 -203 -78.9 ー Nov 7, 2025 J-GAAP
YoY -12.2% -183.1% -372.5% -153.8% -153.0%

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 1,550 -230 -200 -220 -85.0 － May 15, 2025 J-GAAP
Apr - Sep, 2025 Results 1,783 -218 -189 -203 -78.9 － Nov 7, 2025 J-GAAP
Revision Rate +15.0% +5.2% +5.5% +7.7% +7.2%

Guidance Update

Full Year Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2026 Prev 4,800 10 40 30 11.6 10 May 15, 2025 J-GAAP
Mar, 2026 New 5,000 -120 -80 -90 -34.8 10 Nov 7, 2025 J-GAAP
Revision Rate +4.2% － － － －

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 2,155 -13 1 -24 -9.4 10 May 15, 2025 J-GAAP
Oct - Mar, 2025 Guidance 3,217 98 109 113 43.6 10 Nov 7, 2025 J-GAAP
YoY +49.3% － +10,800.0% － －

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 5,058 10 61 48 18.8 10 May 14, 2024 J-GAAP
Mar, 2025 4,186 -90 -39 -104 -40.5 10 May 15, 2025 J-GAAP
Mar, 2026 Guidance 5,000 -120 -80 -90 -34.8 10 Nov 7, 2025 J-GAAP
YoY +19.4% -33.3% -105.1% +13.5% +14.3%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Jul - Sep, 2024 1,072 -22 -20 -62 -24.2 -2.1 Nov 7, 2024 J-GAAP
Oct - Dec, 2024 1,066 -27 -11 -13 -5.1 -2.5 Feb 13, 2025 J-GAAP
Jan - Mar, 2025 1,089 14 12 -11 -4.3 1.3 May 15, 2025 J-GAAP
Apr - Jun, 2025 897 -69 -41 -42 -16.7 -7.7 Aug 8, 2025 J-GAAP
Jul - Sep, 2025 886 -149 -148 -161 -62.5 -16.8 Nov 7, 2025 J-GAAP
YoY -17.4% -577.3% -640.0% -159.7% -158.9%

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