YAGAMI, Ordinary Profit Forecast for the Fiscal Year Revised Upward to an Unexpected 10% Increase, Raises Record High Profit, Dividend Revised Upward by 32 Yen

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Fri Nov 21, 2025 3:00 pm JST Earnings

7488 YAGAMI INC. 【J-GAAP】

Earnings Report

YAGAMI INC. <7488> [NSE Main] announced its financial results in the afternoon session on November 21st (15:00). The consolidated ordinary profit for the cumulative second quarter of the fiscal year ending April 2026 (May to October) increased 15.7% from the same period last year, reaching 1.12 billion yen, resulting in an increase in profits compared to the previous forecast of an 8.2% decrease.

In addition, the full-year forecast for consolidated ordinary profit has been revised upward 11.9%, from the previous forecast of 1.95 billion yen to 2.18 billion yen (compared to 1.99 billion yen in the previous period), record profits reach three consecutive terms, turning to a 9.6% 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 November to April period (second half) is expected to grow 3.8% from the same period last year, reaching 1.06 billion yen.

In light of the strong performance, the company has increased its planned annual dividend for the current fiscal year from the original plan of 252 yen to 284 yen (compared to 174 yen in the previous period).

In the most recent three-month period, from August to October (2Q), the consolidated ordinary profit grew 7.1% from the same period last year, reaching 0.64 billion yen. The operating profit margin rose from 20.3% in the same period last year to 21.2%.

Kabutan News

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
May - Oct, 2023	4,772	801	813	514	98.1	43.2	Nov 24, 2023	J-GAAP
May - Oct, 2024	5,230	944	970	622	118.7	48.7	Nov 22, 2024	J-GAAP
May - Oct, 2025	5,392	1,094	1,122	767	146.3	51.4	Nov 21, 2025	J-GAAP
YoY	+3.1%	+15.9%	+15.7%	+23.3%	+23.3%

First Half Results vs. Previous Guidance

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
May - Oct, 2025 Guidance	4,900	870	890	600	114.4	114	May 30, 2025	J-GAAP
May - Oct, 2025 Results	5,392	1,094	1,122	767	146.3	146	Nov 21, 2025	J-GAAP
Revision Rate	+10.0%	+25.7%	+26.1%	+27.8%	+27.9%

Guidance Update

Full Year Update

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Apr, 2026 Prev	10,550	1,910	1,950	1,320	251.7	252	May 30, 2025	J-GAAP
Apr, 2026 New	11,042	2,134	2,182	1,487	283.5	284	Nov 21, 2025	J-GAAP
Revision Rate	+4.7%	+11.7%	+11.9%	+12.7%	+12.7%

Current Period Guidance

Second Half Results

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Nov - Apr, 2024	5,645	1,002	1,021	679	129.5	91	May 30, 2025	J-GAAP
Nov - Apr, 2025 Guidance	5,650	1,040	1,060	720	137.3	138	May 30, 2025	J-GAAP
YoY	+0.1%	+3.8%	+3.8%	+6.0%	+6.0%

Current Period Guidance

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Apr, 2024	10,545	1,861	1,883	1,203	229.5	161	May 31, 2024	J-GAAP
Apr, 2025	10,875	1,946	1,991	1,301	248.2	174	May 30, 2025	J-GAAP
Apr, 2026 Guidance	11,042	2,134	2,182	1,487	283.5	284	Nov 21, 2025	J-GAAP
YoY	+1.5%	+9.7%	+9.6%	+14.3%	+14.2%

Quarterly Results

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Operating Profit Margin	Announce	Accounting Standards
Aug - Oct, 2024	2,934	596	602	391	74.6	20.3	Nov 22, 2024	J-GAAP
Nov - Jan, 2024	2,530	399	410	262	50.0	15.8	Feb 21, 2025	J-GAAP
Feb - Apr, 2025	3,115	603	611	417	79.5	19.4	May 30, 2025	J-GAAP
May - Jul, 2025	2,424	464	477	325	62.1	19.1	Aug 22, 2025	J-GAAP
Aug - Oct, 2025	2,968	630	645	442	84.3	21.2	Nov 21, 2025	J-GAAP
YoY	+1.2%	+5.7%	+7.1%	+13.0%	+13.1%