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YAMAZEN, Jul-Sep (2Q) Ordinary Profit Increases by 53%

Wed Nov 12, 2025 2:00 pm JST Earnings

8051 YAMAZEN CORPORATION 【J-GAAP】

Earnings Report

YAMAZEN CORPORATION <8051> [TSE Prime] announced its financial results in the afternoon session on November 12th (14:00). The consolidated ordinary profit for the cumulative second quarter of the fiscal year ending March 2026 (April to September) expanded 5.41 billion yen, an increase 54.9% compared to the same period last year. Progress toward the full-year plan of 10.0 billion yen was 54.1%, also surpassing the five-year average of 43.8%.

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 29.7% from the same period last year to 4.58 billion yen.

In the most recent three-month period, from July to September (2Q), the consolidated ordinary profit increased 53.4% from the same period last year, reaching 3.62 billion yen. The operating profit margin improved from 2.0% in the same period last year to 2.5%.

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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 248,680 4,869 5,301 3,274 36.9 50.8 Nov 14, 2023 J-GAAP
Apr - Sep, 2024 248,924 3,442 3,494 2,567 29.4 34.9 Nov 14, 2024 J-GAAP
Apr - Sep, 2025 259,844 5,108 5,413 4,182 49.1 54.1 Nov 12, 2025 J-GAAP
YoY +4.4% +48.4% +54.9% +62.9% +67.4%

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 255,000 5,000 5,000 3,900 45.9 20 Oct 15, 2025 J-GAAP
Apr - Sep, 2025 Results 259,844 5,108 5,413 4,182 49.1 20 Nov 12, 2025 J-GAAP
Revision Rate +1.9% +2.2% +8.3% +7.2% +6.9%

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 267,202 6,093 6,524 5,278 61.0 32 May 14, 2025 J-GAAP
Oct - Mar, 2025 Guidance 270,156 4,892 4,587 2,968 35.0 32 Nov 12, 2025 J-GAAP
YoY +1.1% -19.7% -29.7% -43.8% -42.7%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 506,866 9,887 10,435 6,488 73.0 50 May 14, 2024 J-GAAP
Mar, 2025 516,126 9,535 10,018 7,845 90.6 52 May 14, 2025 J-GAAP
Mar, 2026 Guidance 530,000 10,000 10,000 7,150 84.2 52 Oct 15, 2025 J-GAAP
YoY +2.7% +4.9% -0.2% -8.9% -7.1%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Jul - Sep, 2024 130,347 2,572 2,362 1,925 22.0 2.0 Nov 14, 2024 J-GAAP
Oct - Dec, 2024 133,655 2,608 2,970 3,125 36.0 2.0 Feb 13, 2025 J-GAAP
Jan - Mar, 2025 133,547 3,485 3,554 2,153 24.9 2.6 May 14, 2025 J-GAAP
Apr - Jun, 2025 126,136 1,732 1,790 1,823 21.4 1.4 Aug 8, 2025 J-GAAP
Jul - Sep, 2025 133,708 3,376 3,623 2,359 27.7 2.5 Nov 12, 2025 J-GAAP
YoY +2.6% +31.3% +53.4% +22.5% +25.9%

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