kabutan

IZUMI, Ordinary Profit Forecast for the Fiscal Year Revised Downward by 14%

Tue Oct 14, 2025 3:30 pm JST Earnings

8273 IZUMI CO.,LTD. 【J-GAAP】

Earnings Report

IZUMI CO.,LTD. <8273> [TSE Prime] announced its financial results after the market closed on October 14th (15:30). The consolidated ordinary profit for the cumulative second quarter of the fiscal year ending February 2026 (March to August) was 12.6 billion yen, a 1.8% increase compared to the same period last year.

However, the full-year forecast for consolidated ordinary profit has decreased 14.1%, from the previous forecast of 30.4 billion yen to 26.1 billion yen (compared to 25.7 billion yen in the previous period), leading to a reduction in the profit growth rate from 18.3% to 1.5%.

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 September to February period (second half) is expected to grow 1.3% from the same period last year, reaching 13.4 billion yen.

In the most recent three-month period, from June to August (2Q), the consolidated ordinary profit grew 3.6% from the same period last year, reaching 6.55 billion yen. However, the operating profit margin worsened from 4.8% in the same period last year to 4.5%.

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
Mar - Aug, 2023 233,320 15,518 15,812 10,460 146.3 48.9 Oct 10, 2023 J-GAAP
Mar - Aug, 2024 238,670 12,074 12,392 8,211 114.8 48.2 Oct 15, 2024 J-GAAP
Mar - Aug, 2025 281,037 12,685 12,614 8,084 114.1 48.3 Oct 14, 2025 J-GAAP
YoY +17.8% +5.1% +1.8% -1.5% -0.6%

First Half Results vs. Previous Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar - Aug, 2025 Guidance 294,200 15,700 15,500 9,700 137.3 45 Apr 14, 2025 J-GAAP
Mar - Aug, 2025 Results 281,037 12,685 12,614 8,084 114.1 45 Oct 14, 2025 J-GAAP
Revision Rate -4.5% -19.2% -18.6% -16.7% -17.0%

Guidance Update

Full Year Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Feb, 2026 Prev 590,100 30,700 30,400 18,300 259.1 90 Apr 14, 2025 J-GAAP
Feb, 2026 New 570,300 26,400 26,100 15,200 215.2 90 Oct 14, 2025 J-GAAP
Revision Rate -3.4% -14.0% -14.1% -16.9% -16.9%

Current Period Guidance

Second Half Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Sep - Feb, 2024 285,472 13,351 13,316 3,708 51.8 45 Apr 14, 2025 J-GAAP
Sep - Feb, 2025 Guidance 289,263 13,715 13,486 7,116 100.8 45 Oct 14, 2025 J-GAAP
YoY +1.3% +2.7% +1.3% +91.9% +94.4%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Feb, 2024 471,166 31,425 32,322 20,485 286.5 89 Jun 27, 2024 J-GAAP
Feb, 2025 524,142 25,425 25,708 11,919 166.6 90 Apr 14, 2025 J-GAAP
Feb, 2026 Guidance 570,300 26,400 26,100 15,200 215.2 90 Oct 14, 2025 J-GAAP
YoY +8.8% +3.8% +1.5% +27.5% +29.2%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Jun - Aug, 2024 129,886 6,263 6,329 4,278 59.8 4.8 Oct 15, 2024 J-GAAP
Sep - Nov, 2024 134,596 4,931 4,781 3,647 51.0 3.7 Jan 14, 2025 J-GAAP
Dec - Feb, 2024 150,876 8,420 8,535 61 0.9 5.6 Apr 14, 2025 J-GAAP
Mar - May, 2025 136,538 6,161 6,056 4,045 56.9 4.5 Jul 10, 2025 J-GAAP
Jun - Aug, 2025 144,499 6,524 6,558 4,039 57.0 4.5 Oct 14, 2025 J-GAAP
YoY +11.3% +4.2% +3.6% -5.6% -4.7%

Related Articles