Yamau Holdings (5284) Q2 2025 earnings summary

Executive summary

• Revenue for the first half of FY2025 rose 6.5% year-over-year to ¥8,866 million, with operating profit up 25.4% to ¥987 million and net profit attributable to shareholders up 23.4% to ¥660 million.

• The group launched its long-term VISION2035 and medium-term Plan C, focusing on structural reforms and growth strategies.

Financial highlights

• Gross profit increased to ¥3,451 million from ¥3,144 million year-over-year.

• EPS for the half-year was ¥107.88, up from ¥87.40 in the prior year.

• Total assets decreased 7.2% from the previous fiscal year-end to ¥22,069 million.

• Equity ratio improved to 48.0% from 44.5% at the previous year-end.

• Cash and cash equivalents at period-end were ¥4,801 million.

Outlook and guidance

• Full-year revenue is forecast at ¥20,500 million (up 3.8% year-over-year), with operating profit of ¥2,450 million (up 5.1%) and net profit of ¥1,600 million (down 7.9%).

• No changes to previously announced full-year guidance.