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OZU, Ordinary Profit Forecast for the Fiscal Year Revised Upward to an Unexpected 2% Increase

Fri Jan 9, 2026 3:30 pm JST Earnings

7487 OZU CORPORATION 【J-GAAP】

Earnings Report

OZU CORPORATION <7487> [TSE Std] announced its financial results after the market closed on January 9th (15:30). The consolidated ordinary profit for the cumulative second quarter of the fiscal year ending May 2026 (June to November) increased 8.1% from the same period last year, reaching 496 million yen.

In addition, the full-year forecast for consolidated ordinary profit has been revised upward 23.9%, from the previous forecast of 460 million yen to 570 million yen (compared to 559 million yen in the previous period), turning to a 2.0% increase in the consolidated ordinary profit outlook.

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 December to May period (second half) is expected to decrease 26.0% from the same period last year to 74 million yen.

In the most recent three-month period, from September to November (2Q), the consolidated ordinary profit grew 29.0% from the same period last year, reaching 258 million yen. The operating profit margin improved from 6.5% in the same period last year to 8.3%.

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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
Jun - Nov, 2023 5,186 351 438 313 37.3 62.2 Jan 11, 2024 J-GAAP
Jun - Nov, 2024 5,315 401 459 303 36.1 82.1 Jan 10, 2025 J-GAAP
Jun - Nov, 2025 5,473 383 496 355 42.3 87.0 Jan 9, 2026 J-GAAP
YoY +3.0% -4.5% +8.1% +17.2% +17.1%

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 ー ー ー ー － 0 Jul 10, 2025 J-GAAP
Jun - Nov, 2025 Results 5,473 383 496 355 42.3 0 Jan 9, 2026 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
May, 2026 Prev 10,300 330 460 290 34.5 25 Jul 10, 2025 J-GAAP
May, 2026 New 10,500 410 570 370 44.0 25 Jan 9, 2026 J-GAAP
Revision Rate +1.9% +24.2% +23.9% +27.6% +27.6%

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 4,905 29 100 105 12.5 25 Jul 10, 2025 J-GAAP
Dec - May, 2025 Guidance 5,027 27 74 15 1.8 25 Jan 9, 2026 J-GAAP
YoY +2.5% -6.9% -26.0% -85.7% -85.8%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
May, 2024 10,125 528 704 546 65.1 25 Jul 11, 2024 J-GAAP
May, 2025 10,220 430 559 408 48.6 25 Jul 10, 2025 J-GAAP
May, 2026 Guidance 10,500 410 570 370 44.0 25 Jan 9, 2026 J-GAAP
YoY +2.7% -4.7% +2.0% -9.3% -9.6%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Sep - Nov, 2024 2,740 177 200 117 13.9 6.5 Jan 10, 2025 J-GAAP
Dec - Feb, 2024 2,473 56 133 77 9.2 2.3 Apr 11, 2025 J-GAAP
Mar - May, 2025 2,432 -27 -33 28 3.3 -1.1 Jul 10, 2025 J-GAAP
Jun - Aug, 2025 2,669 150 238 164 19.5 5.6 Oct 10, 2025 J-GAAP
Sep - Nov, 2025 2,804 233 258 191 22.8 8.3 Jan 9, 2026 J-GAAP
YoY +2.3% +31.6% +29.0% +63.2% +63.2%

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