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ACOM, First Half Ordinary Profit Unexpectedly Revised Upward by 12%

Tue Nov 11, 2025 3:30 pm JST Earnings

8572 ACOM CO.,LTD. 【J-GAAP】

Earnings Report

ACOM CO.,LTD. <8572> [TSE Std] announced its financial results after the market closed on November 11th (15:30). The consolidated ordinary profit for the cumulative second quarter of the fiscal year ending March 2026 (April to September) increased 12.5% from the same period last year, reaching 54.2 billion yen, resulting in an increase in profits compared to the previous forecast of a 1.3% decrease.

However, Progress toward the full-year plan of 88.9 billion yen was 61.0%, it was below the five-year average of 76.4%.

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 surge 3.2 times that of the same period last year, reaching 34.6 billion yen.

In the most recent three-month period, from July to September (2Q), the consolidated ordinary profit amounted to 25.9 billion yen, a 0.6% decrease compared to the same period last year. The operating profit margin decreased from 33.0% in the same period last year to 31.1%.

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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 144,299 44,218 44,382 27,287 17.4 51.2 Nov 9, 2023 J-GAAP
Apr - Sep, 2024 156,299 48,022 48,239 29,859 19.1 81.9 Nov 11, 2024 J-GAAP
Apr - Sep, 2025 165,670 54,063 54,245 50,978 32.5 61.0 Nov 11, 2025 J-GAAP
YoY +6.0% +12.6% +12.5% +70.7% +70.7%

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 164,100 47,500 47,600 44,500 28.4 10 May 12, 2025 J-GAAP
Apr - Sep, 2025 Results 165,670 54,063 54,245 50,978 32.5 10 Nov 11, 2025 J-GAAP
Revision Rate +1.0% +13.8% +14.0% +14.6% +14.5%

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 161,443 10,539 10,680 2,265 1.5 7 May 12, 2025 J-GAAP
Oct - Mar, 2025 Guidance 166,130 34,537 34,655 21,222 13.6 10 Nov 11, 2025 J-GAAP
YoY +2.9% +227.7% +224.5% +837.0% +834.5%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 294,730 86,347 86,715 53,091 33.9 12 May 13, 2024 J-GAAP
Mar, 2025 317,742 58,561 58,919 32,124 20.5 14 May 12, 2025 J-GAAP
Mar, 2026 Guidance 331,800 88,600 88,900 72,200 46.1 20 May 12, 2025 J-GAAP
YoY +4.4% +51.3% +50.9% +124.8% +124.7%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Jul - Sep, 2024 79,063 26,064 26,142 16,227 10.4 33.0 Nov 11, 2024 J-GAAP
Oct - Dec, 2024 80,526 26,657 26,726 17,056 10.9 33.1 Jan 31, 2025 J-GAAP
Jan - Mar, 2025 80,917 -16,118 -16,046 -14,791 -9.4 -19.9 May 12, 2025 J-GAAP
Apr - Jun, 2025 82,372 28,147 28,247 34,119 21.8 34.2 Jul 29, 2025 J-GAAP
Jul - Sep, 2025 83,298 25,916 25,998 16,859 10.8 31.1 Nov 11, 2025 J-GAAP
YoY +5.4% -0.6% -0.6% +3.9% +3.9%

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