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STARTS CORP, First Half Ordinary Profit Increases by 11%, Jul-Sep Ordinary Profit Increases by 30%
8850 STARTS CORPORATION INC. 【J-GAAP】
Earnings ReportSTARTS CORPORATION INC. <8850> [TSE Prime] announced its financial results in the afternoon session on November 10th (15:00). The consolidated ordinary profit for the cumulative second quarter of the fiscal year ending March 2026 (April to September) increased 11.4% from the same period last year, reaching 16.5 billion yen. Progress toward the full-year plan of 34.5 billion yen was 48.0%, exceeding the five-year average of 43.6%.
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 3.2% from the same period last year to 17.9 billion yen.
In the most recent three-month period, from July to September (2Q), the consolidated ordinary profit increased 30.1% from the same period last year, reaching 8.35 billion yen. However, the operating profit margin decreased from 14.3% in the same period last year to 13.0%.
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Actual Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Progress Rate vs. First Half | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Apr - Sep, 2023 | 104,983 | 12,662 | 14,583 | 9,517 | 191.6 | 43.7 | Nov 9, 2023 | J-GAAP |
| Apr - Sep, 2024 | 108,851 | 15,071 | 14,857 | 12,027 | 242.1 | 44.5 | Nov 8, 2024 | J-GAAP |
| Apr - Sep, 2025 | 118,584 | 16,019 | 16,549 | 10,836 | 225.0 | 48.0 | Nov 10, 2025 | J-GAAP |
| YoY | +8.9% | +6.3% | +11.4% | -9.9% | -7.1% |
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 | 122,500 | 15,700 | 15,700 | 10,600 | 220.0 | 65 | May 12, 2025 | J-GAAP |
| Apr - Sep, 2025 Results | 118,584 | 16,019 | 16,549 | 10,836 | 225.0 | 65 | Nov 10, 2025 | J-GAAP |
| Revision Rate | -3.2% | +2.0% | +5.4% | +2.2% | +2.2% |
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 | 124,127 | 17,551 | 18,547 | 12,247 | 248.3 | 65 | May 12, 2025 | J-GAAP |
| Oct - Mar, 2025 Guidance | 131,416 | 18,981 | 17,951 | 12,664 | 262.9 | 65 | Nov 10, 2025 | J-GAAP |
| YoY | +5.9% | +8.1% | -3.2% | +3.4% | +5.9% |
Current Period Guidance
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Mar, 2024 | 233,408 | 30,498 | 33,396 | 22,095 | 444.8 | 105 | May 10, 2024 | J-GAAP |
| Mar, 2025 | 232,978 | 32,622 | 33,404 | 24,274 | 492.2 | 120 | May 12, 2025 | J-GAAP |
| Mar, 2026 Guidance | 250,000 | 35,000 | 34,500 | 23,500 | 487.8 | 130 | May 12, 2025 | J-GAAP |
| YoY | +7.3% | +7.3% | +3.3% | -3.2% | -0.9% |
Quarterly Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Operating Profit Margin | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Jul - Sep, 2024 | 54,808 | 7,831 | 6,423 | 4,113 | 82.8 | 14.3 | Nov 8, 2024 | J-GAAP |
| Oct - Dec, 2024 | 58,728 | 8,468 | 9,969 | 6,211 | 125.0 | 14.4 | Feb 13, 2025 | J-GAAP |
| Jan - Mar, 2025 | 65,399 | 9,083 | 8,578 | 6,036 | 122.4 | 13.9 | May 12, 2025 | J-GAAP |
| Apr - Jun, 2025 | 59,415 | 8,345 | 8,192 | 5,126 | 106.4 | 14.0 | Aug 8, 2025 | J-GAAP |
| Jul - Sep, 2025 | 59,169 | 7,674 | 8,357 | 5,710 | 118.5 | 13.0 | Nov 10, 2025 | J-GAAP |
| YoY | +8.0% | -2.0% | +30.1% | +38.8% | +43.1% |
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