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9376.T

EURASIA TRAVEL Co.,Ltd.

EURASIA TRAVEL Co.,Ltd. Q2 FY2025 earnings call

July 7, 2025 · fiscal period ended 2025-03

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Summary

Generated 2025-07-07

Management highlights

  • Company Mission & Strategic Positioning • ユーラシア旅行社 is a 39-year-old travel company offering custom tours to 170 countries across Europe, Africa, Asia, Latin America, the Arctic, and Antarctica. • The company's core mission is to provide travelers with experiences that expose them to diverse worldviews, broaden perspectives, and enrich lives, and it believes travel forms a foundation for global peace. • The company frames 2025 as a
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Segment performance

The transcript does not provide separate financial performance data for discrete product segments. It only notes that during the COVID-19 pandemic, ユーラシア旅行社 expanded its domestic travel business, and after full international travel resumption in May 2023, performance has been recovering steadily. Management expects the share of international travel revenue to rise further as demand recovers and external risks moderate.

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Guidance

  • The 2025 September half-year actual results all exceeded the original pre-adjustment management forecast: operating revenue hit 2.249 billion yen, operating profit hit 24 million yen, ordinary profit hit 32 million yen, and net profit attributable to parent company shareholders hit 30 million yen.
  • Full-year 2025 September guidance is maintained unchanged from the prior public announcement: operating revenue is projected at 5.2 billion yen, operating profit at 130 million yen, ordinary profit at 130 million yen, and net profit attributable to parent company shareholders at 110 million yen.
  • A full-year dividend of 14 yen per share is planned, a 2 yen increase from the prior year, with an expected dividend payout ratio of 47.0%.
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Risks

  • Management identifies two key downside risks to the recovery of international travel demand: geopolitical instability and negative impacts from yen depreciation.
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Q&A highlights

No question and answer section is included in the provided transcript.

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Key numbers

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Transcript

July 7, 2025

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