Yamau Holdings (5284) Q2 2026 earnings summary

Executive summary

• Revenue for the first half of FY2026 was ¥8,718 million, down 1.7% year-over-year, with operating profit at ¥909 million, down 7.9%, and net profit attributable to shareholders at ¥617 million, down 6.5%.

• Despite a decline in bridge and expansion joint orders, concrete products and consulting segments showed strong performance.

• The company continues to implement its long-term VISION2035 and mid-term Plan C3, focusing on structural reforms and growth strategies.

Financial highlights

• Gross profit for the period was ¥3,416 million, with a gross margin of 39.2%.

• EPS for the interim period was ¥101.01, compared to ¥107.88 in the previous year.

• Total assets decreased to ¥20,639 million from ¥23,858 million at the previous fiscal year-end.

• Equity ratio improved to 58.9% from 51.8% year-end.

Outlook and guidance

• Full-year revenue is forecast at ¥22,400 million (+1.9% YoY), with operating profit of ¥3,350 million (+6.0%) and net profit of ¥2,100 million (+12.8%).

• No changes to previously announced full-year guidance.