Yamatane, Ordinary Profit Forecast for the Fiscal Year Revised Downward by 3%

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Fri Nov 7, 2025 1:20 pm JST Earnings

9305 Yamatane Corporation 【J-GAAP】

Earnings Report

Yamatane Corporation <9305> [TSE Prime] announced its financial results in the afternoon session on November 7th (13:20). The consolidated ordinary profit for the cumulative second quarter of the fiscal year ending March 2026 (April to September) surged 2.5 times that of the same period last year, reaching 3.64 billion yen.

However, the full-year forecast for consolidated ordinary profit has decreased 3.2%, from the previous forecast of 5.30 billion yen to 5.13 billion yen (compared to 3.65 billion yen in the previous period), leading to a reduction in the profit growth rate from 45.2% to 40.5%. However, the full-year forecast for consolidated net income has been revised upward 1.4%, from the previous forecast of 4.87 billion yen to 4.94 billion yen (compared to 3.09 billion yen in the previous period), increasing the growth rate from 57.6% to 59.8%, further surpassing the previous forecast of record-high profits for two consecutive terms.

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 October to March period (second half) is expected to drop 32.9% from the same period last year to 1.49 billion yen.

In the most recent three-month period, from July to September (2Q), the consolidated ordinary profit increased 79.1% from the same period last year, reaching 1.47 billion yen. The operating profit margin significantly improved from 5.0% in the same period last year to 8.2%.

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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	27,663	1,831	1,497	1,416	68.6	47.1	Nov 2, 2023	J-GAAP
Apr - Sep, 2024	38,273	1,489	1,430	975	47.5	39.2	Nov 8, 2024	J-GAAP
Apr - Sep, 2025	43,176	3,736	3,640	2,555	117.1	71.0	Nov 7, 2025	J-GAAP
YoY	+12.8%	+150.9%	+154.5%	+162.1%	+146.6%

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	42,960	3,430	3,370	2,680	123.4	35	Oct 17, 2025	J-GAAP
Apr - Sep, 2025 Results	43,176	3,736	3,640	2,555	117.1	35	Nov 7, 2025	J-GAAP
Revision Rate	+0.5%	+8.9%	+8.0%	-4.7%	-5.1%

Guidance Update

Full Year Update

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Mar, 2026 Prev	88,870	5,520	5,300	4,870	228.6	72.50	Oct 17, 2025	J-GAAP
Mar, 2026 New	93,770	5,710	5,130	4,940	231.8	72.50	Nov 7, 2025	J-GAAP
Revision Rate	+5.5%	+3.4%	-3.2%	+1.4%	+1.4%

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	42,649	2,291	2,220	2,116	102.5	32.50	May 13, 2025	J-GAAP
Oct - Mar, 2025 Guidance	50,594	1,974	1,490	2,385	111.9	37.50	Nov 7, 2025	J-GAAP
YoY	+18.6%	-13.8%	-32.9%	+12.7%	+9.2%

Current Period Guidance

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Mar, 2024	64,512	3,483	3,178	2,487	120.9	32.50	May 10, 2024	J-GAAP
Mar, 2025	80,922	3,780	3,650	3,091	149.8	52.50	May 13, 2025	J-GAAP
Mar, 2026 Guidance	93,770	5,710	5,130	4,940	231.8	72.50	Nov 7, 2025	J-GAAP
YoY	+15.9%	+51.1%	+40.5%	+59.8%	+54.8%

Quarterly Results

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Operating Profit Margin	Announce	Accounting Standards
Jul - Sep, 2024	19,613	989	826	436	21.2	5.0	Nov 8, 2024	J-GAAP
Oct - Dec, 2024	21,845	1,316	1,459	1,284	62.9	6.0	Feb 7, 2025	J-GAAP
Jan - Mar, 2025	20,804	975	761	832	40.3	4.7	May 13, 2025	J-GAAP
Apr - Jun, 2025	22,131	2,015	2,161	1,439	65.7	9.1	Aug 1, 2025	J-GAAP
Jul - Sep, 2025	21,045	1,721	1,479	1,116	51.2	8.2	Nov 7, 2025	J-GAAP
YoY	+7.3%	+74.0%	+79.1%	+156.0%	+140.9%