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YAGI, First Half Ordinary Profit Increases by 59%, Jul-Sep Ordinary Profit Increases by 2.3 times

Mon Nov 10, 2025 4:00 pm JST Earnings

7460 YAGI & CO.,LTD. 【J-GAAP】

Earnings Report

YAGI & CO.,LTD. <7460> [TSE Std] announced its financial results after the market closed on November 10th (16:00). The consolidated ordinary profit for the cumulative second quarter of the fiscal year ending March 2026 (April to September) expanded 1.71 billion yen, an increase 58.6% compared to the same period last year. Progress toward the full-year plan of 3.80 billion yen was 45.1%, exceeding the five-year average of 38.4%.

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 October to March period (second half) is expected to decrease 22.3% from the same period last year to 2.08 billion yen.

In the most recent three-month period, from July to September (2Q), the consolidated ordinary profit surged 2.3 times that of the same period last year, reaching 0.71 billion yen. The operating profit margin improved from 2.2% in the same period last year to 3.1%.

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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 41,024 925 974 662 79.8 30.4 Nov 10, 2023 J-GAAP
Apr - Sep, 2024 39,303 1,090 1,081 714 85.6 28.7 Nov 8, 2024 J-GAAP
Apr - Sep, 2025 39,541 1,379 1,714 1,675 199.5 45.1 Nov 10, 2025 J-GAAP
YoY +0.6% +26.5% +58.6% +134.6% +133.0%

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 ー ー ー ー － 50 Aug 4, 2025 J-GAAP
Apr - Sep, 2025 Results 39,541 1,379 1,714 1,675 199.5 50 Nov 10, 2025 J-GAAP
Revision Rate － － － － －

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 44,073 2,482 2,685 1,911 228.5 90 May 12, 2025 J-GAAP
Oct - Mar, 2025 Guidance 50,459 2,221 2,086 975 120.0 61 Nov 10, 2025 J-GAAP
YoY +14.5% -10.5% -22.3% -49.0% -47.5%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 82,846 3,181 3,205 2,075 249.5 63 May 10, 2024 J-GAAP
Mar, 2025 83,376 3,572 3,766 2,625 313.9 90 May 12, 2025 J-GAAP
Mar, 2026 Guidance 90,000 3,600 3,800 2,650 326.3 111 May 12, 2025 J-GAAP
YoY +7.9% +0.8% +0.9% +1.0% +4.0%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Jul - Sep, 2024 19,361 419 310 232 27.8 2.2 Nov 8, 2024 J-GAAP
Oct - Dec, 2024 22,340 1,630 1,787 1,239 148.2 7.3 Feb 7, 2025 J-GAAP
Jan - Mar, 2025 21,733 852 898 672 80.4 3.9 May 12, 2025 J-GAAP
Apr - Jun, 2025 19,717 762 1,003 639 76.3 3.9 Aug 4, 2025 J-GAAP
Jul - Sep, 2025 19,824 617 711 1,036 123.4 3.1 Nov 10, 2025 J-GAAP
YoY +2.4% +47.3% +129.4% +346.6% +343.5%

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