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OTAKE, First Half Ordinary Profit Increases by 18%, Sep-Nov Ordinary Profit Increases by 15%
7434 OTAKE CORPORATION 【J-GAAP】
Earnings ReportOTAKE CORPORATION <7434> [TSE Std] announced its financial results in the afternoon session on January 13th (13:00). The consolidated ordinary profit for the cumulative second quarter of the fiscal year ending May 2026 (June to November) increased 17.9% from the same period last year, reaching 0.73 billion yen. Progress toward the full-year plan of 1.22 billion yen was 60.4%, also surpassing the five-year average of 50.9%.
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 December to May period (second half) is expected to decrease 17.7% from the same period last year to 0.48 billion yen.
In the most recent three-month period, from September to November (2Q), the consolidated ordinary profit grew 14.8% from the same period last year, reaching 0.47 billion yen. The operating profit margin improved from 4.2% in the same period last year to 4.6%.
Kabutan News
Actual Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Progress Rate vs. First Half | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Jun - Nov, 2023 | 15,731 | 517 | 617 | 420 | 105.2 | 55.2 | Jan 12, 2024 | J-GAAP |
| Jun - Nov, 2024 | 16,148 | 513 | 625 | 415 | 104.2 | 51.6 | Jan 10, 2025 | J-GAAP |
| Jun - Nov, 2025 | 17,435 | 623 | 737 | 503 | 128.6 | 60.4 | Jan 13, 2026 | J-GAAP |
| YoY | +8.0% | +21.4% | +17.9% | +21.2% | +23.4% |
First Half Results vs. Previous Guidance
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Jun - Nov, 2025 Guidance | 17,000 | 550 | 650 | 430 | 109.6 | 0 | Jul 14, 2025 | J-GAAP |
| Jun - Nov, 2025 Results | 17,435 | 623 | 737 | 503 | 128.6 | 0 | Jan 13, 2026 | J-GAAP |
| Revision Rate | +2.6% | +13.3% | +13.4% | +17.0% | +17.3% |
Current Period Guidance
Second Half Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Dec - May, 2024 | 16,845 | 464 | 587 | 440 | 111.4 | 37 | Jul 14, 2025 | J-GAAP |
| Dec - May, 2025 Guidance | 16,565 | 377 | 483 | 357 | 91.0 | 37 | Jan 13, 2026 | J-GAAP |
| YoY | -1.7% | -18.8% | -17.7% | -18.9% | -18.3% |
Current Period Guidance
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| May, 2024 | 31,253 | 916 | 1,117 | 774 | 193.5 | 35 | Jul 12, 2024 | J-GAAP |
| May, 2025 | 32,993 | 977 | 1,212 | 855 | 216.4 | 37 | Jul 14, 2025 | J-GAAP |
| May, 2026 Guidance | 34,000 | 1,000 | 1,220 | 860 | 219.3 | 37 | Jul 14, 2025 | J-GAAP |
| YoY | +3.1% | +2.4% | +0.7% | +0.6% | +1.3% |
Quarterly Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Operating Profit Margin | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Sep - Nov, 2024 | 8,550 | 355 | 412 | 271 | 68.1 | 4.2 | Jan 10, 2025 | J-GAAP |
| Dec - Feb, 2024 | 8,257 | 205 | 244 | 176 | 44.4 | 2.5 | Apr 14, 2025 | J-GAAP |
| Mar - May, 2025 | 8,588 | 259 | 343 | 264 | 66.8 | 3.0 | Jul 14, 2025 | J-GAAP |
| Jun - Aug, 2025 | 8,396 | 204 | 264 | 180 | 46.0 | 2.4 | Oct 14, 2025 | J-GAAP |
| Sep - Nov, 2025 | 9,039 | 419 | 473 | 323 | 82.6 | 4.6 | Jan 13, 2026 | J-GAAP |
| YoY | +5.7% | +18.0% | +14.8% | +19.2% | +21.3% |
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