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REVOLUTION, Net Income Forecast for the Fiscal Year Loss Widened in Downward Revision, 91% Deficit Against Net Assets

Mon Aug 25, 2025 5:30 pm JST Earnings

8894 REVOLUTION CO.,LTD. 【J-GAAP】

Earnings Report

REVOLUTION CO.,LTD. <8894> [TSE Std] announced its financial results after the market closed on August 25th (17:30). The consolidated net loss for the cumulative second quarter of the fiscal year ending October 2025 (November 2024 to April 2025) expanded to a loss of 17.1 billion yen (compared to a loss of 0.19 billion yen in the same period last year), further increasing the deficit beyond the forecast of a loss of 2.59 billion yen.

In addition, the full-year forecast for consolidated net income/loss has been revised downward from an expected loss of 3.11 billion yen to a loss of 17.2 billion yen (compared to a profit of 0.29 billion yen in the previous period), indicating an expansion in the loss margin The deficit amounted to a 90.6% impairment of net assets at the end of the previous fiscal year..

Based on the first-half performance announced by the company and the full-year plan, our calculation indicates that the consolidated net income/loss for the May to October period (second half) is expected to turn into a loss of 0.11 billion yen (compared to a profit of 0.49 billion yen in the same period last year).

In the most recent three-month period, from February to April (2Q), the consolidated net loss expanded to a loss of 15.7 billion yen (compared to a loss of 0.08 billion yen in the same period last year). However, the operating profit/loss margin drastically improved from -70.3% in the same period last year to -3.6%.

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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
Nov - Apr, 2022 354 -167 -164 -166 -4.2 ー Jun 13, 2023 J-GAAP
Nov - Apr, 2023 400 -189 -193 -196 -3.0 ー Jun 13, 2024 J-GAAP
Nov - Apr, 2024 14,251 -3,124 -3,080 -17,141 -148.6 ー Aug 25, 2025 J-GAAP
YoY +3,462.8% -1,552.9% -1,495.9% -8,645.4% -4,852.7%

First Half Results vs. Previous Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Nov - Apr, 2024 Guidance 12,988 -4,026 -4,323 -2,596 -22.3 0 Apr 30, 2025 J-GAAP
Nov - Apr, 2024 Results 14,251 -3,124 -3,080 -17,141 -148.6 0 Aug 25, 2025 J-GAAP
Revision Rate +9.7% +22.4% +28.8% -560.3% -567.8%

Guidance Update

Full Year Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Oct, 2025 Prev 35,718 -3,639 -3,959 -3,112 -26.7 0 Jun 23, 2025 J-GAAP
Oct, 2025 New 33,584 -4,330 -3,877 -17,255 -147.9 0 Aug 25, 2025 J-GAAP
Revision Rate -6.0% -19.0% +2.1% -454.5% -454.4%

Current Period Guidance

Second Half Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
May - Oct, 2024 5,166 522 524 492 7.1 0 Dec 20, 2024 J-GAAP
May - Oct, 2025 Guidance 19,333 -1,206 -797 -114 -1.0 0 Aug 25, 2025 J-GAAP
YoY +274.2% － － － －

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Oct, 2023 2,403 -415 -408 -372 -8.4 0 Dec 15, 2023 J-GAAP
Oct, 2024 5,566 333 331 296 4.3 0 Dec 20, 2024 J-GAAP
Oct, 2025 Guidance 33,584 -4,330 -3,877 -17,255 -147.9 0 Aug 25, 2025 J-GAAP
YoY +503.4% － － － －

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Feb - Apr, 2024 118 -83 -88 -89 -1.4 -70.3 Jun 13, 2024 J-GAAP
May - Jul, 2024 2,656 77 66 78 1.2 2.9 Sep 13, 2024 J-GAAP
Aug - Oct, 2024 2,510 445 458 414 6.0 17.7 Dec 20, 2024 J-GAAP
Nov - Jan, 2024 6,057 -2,831 -3,153 -1,441 -14.9 -46.7 Mar 14, 2025 J-GAAP
Feb - Apr, 2025 8,194 -293 73 -15,700 -136.1 -3.6 Aug 25, 2025 J-GAAP
YoY +6,844.1% -253.0% － -17,540.4% -9,620.7%

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