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Mitsubishi Logisnext, Ordinary Profit Forecast for the Fiscal Year Revised Downward to an Unexpected 43% Decrease

Fri Nov 7, 2025 1:30 pm JST Earnings

7105 Mitsubishi Logisnext Co., Ltd. 【J-GAAP】

Earnings Report

Mitsubishi Logisnext Co., Ltd. <7105> [TSE Std] announced its financial results in the afternoon session on November 7th (13:30). The consolidated ordinary profit for the cumulative second quarter of the fiscal year ending March 2026 (April to September) significantly dropped 59.5% from the same period last year to 4.99 billion yen.

In addition, the full-year forecast for consolidated ordinary profit has decreased 52.8%, from the previous forecast of 18.0 billion yen to 8.50 billion yen (compared to 14.8 billion yen in the previous period). This changes the outlook from an anticipated profit increase to a projection of a 42.8% decrease in 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 expand 38.6% from the same period last year, reaching 3.50 billion yen.

In the most recent three-month period, from July to September (2Q), the consolidated ordinary profit significantly dropped to 0.21 billion yen, a 96.7% decrease compared to the same period last year. The operating profit margin drastically worsened from 5.2% in the same period last year to 1.2%.

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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 343,772 22,737 21,060 16,562 155.3 56.2 Nov 6, 2023 J-GAAP
Apr - Sep, 2024 328,549 15,446 12,332 9,973 93.5 83.0 Nov 5, 2024 J-GAAP
Apr - Sep, 2025 317,740 8,038 4,995 -710 -6.7 58.8 Nov 7, 2025 J-GAAP
YoY -3.3% -48.0% -59.5% － －

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 － － May 9, 2025 J-GAAP
Apr - Sep, 2025 Results 317,740 8,038 4,995 -710 -6.7 － Nov 7, 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 650,000 24,000 18,000 11,000 102.9 0 Sep 30, 2025 J-GAAP
Mar, 2026 New 635,000 14,000 8,500 1,000 9.4 0 Nov 7, 2025 J-GAAP
Revision Rate -2.3% -41.7% -52.8% -90.9% -90.9%

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 337,045 5,320 2,528 -1,309 -12.3 24 May 9, 2025 J-GAAP
Oct - Mar, 2025 Guidance 317,260 5,962 3,505 1,710 16.0 0 Nov 7, 2025 J-GAAP
YoY -5.9% +12.1% +38.6% － －

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 701,770 42,603 37,479 27,520 258.1 20 May 8, 2024 J-GAAP
Mar, 2025 665,594 20,766 14,860 8,664 81.3 24 May 9, 2025 J-GAAP
Mar, 2026 Guidance 635,000 14,000 8,500 1,000 9.4 0 Nov 7, 2025 J-GAAP
YoY -4.6% -32.6% -42.8% -88.5% -88.5%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Jul - Sep, 2024 162,664 8,438 6,523 2,192 20.6 5.2 Nov 5, 2024 J-GAAP
Oct - Dec, 2024 172,240 2,771 1,268 -239 -2.2 1.6 Feb 4, 2025 J-GAAP
Jan - Mar, 2025 164,805 2,549 1,260 -1,070 -10.0 1.5 May 9, 2025 J-GAAP
Apr - Jun, 2025 159,673 6,157 4,782 1,763 16.5 3.9 Aug 5, 2025 J-GAAP
Jul - Sep, 2025 158,067 1,881 213 -2,473 -23.2 1.2 Nov 7, 2025 J-GAAP
YoY -2.8% -77.7% -96.7% － －

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