RECOMM, Net Income Forecast for Last Fiscal Year Revised Downward by 46%, Dividend Revised down by 0.6 Yen

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Fri Nov 7, 2025 5:00 pm JST Revision

3323 RECOMM CO.,LTD. 【IFRS】

Guidance Update Report

RECOMM CO.,LTD. <3323> [TSE Std] announced a revision to its performance and dividend after the market closed on November 7th (17:00). The consolidated net income forecast for the fiscal year ending September 2025 has decreased 46.0%, from the previous forecast of 430 million yen to 232 million yen (compared to 84 million yen in the previous period), leading to a reduction in the profit growth rate from 5.1 times to 2.8 times.

Based on the downwardly revised full-year plan announced by the company, our calculation indicates that the April to September period (second half) consolidated net income has decreased 71.7%, from the previous forecast of 276 million yen to 78 million yen (compared to a loss of 45 million yen in the same period of the previous year).

Due to a decline in performance, the company has significantly reduced its planned year-end lump-sum dividend for the last fiscal year from the original plan of 1.6 yen to 1 yen (compared to 1.6 yen in the previous period).

Kabutan News

Guidance Update

Second Half Update

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Apr - Sep, 2025 Prev	8,183	507	445	276	3.4	1.60	May 14, 2025	IFRS
Apr - Sep, 2025 New	6,471	215	ー	78	1.0	1	Nov 7, 2025	IFRS
Revision Rate	-20.9%	-57.6%	－	-71.7%	-71.9%

Full Year Update

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Sep, 2025 Prev	14,800	700	700	430	5.3	1.60	Nov 14, 2024	IFRS
Sep, 2025 New	13,088	408	ー	232	2.9	1	Nov 7, 2025	IFRS
Revision Rate	-11.6%	-41.7%	－	-46.0%	-46.2%

Current Period Guidance

Second Half Results

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Apr - Sep, 2024	6,186	91	95	-45	-0.6	1.60	Nov 14, 2024	IFRS
Apr - Sep, 2025 Guidance	6,471	215	ー	78	1.0	1	Nov 7, 2025	IFRS
YoY	+4.6%	+136.3%	－	－	－

Current Period Guidance

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Sep, 2023	9,510	450	490	314	3.9	1.60	Nov 14, 2023	IFRS
Sep, 2024	11,687	269	307	83	1.0	1.60	Nov 14, 2024	IFRS
Sep, 2025 Guidance	13,088	408	ー	232	2.9	1	Nov 7, 2025	IFRS
YoY	+12.0%	+51.7%	－	+179.5%	+178.6%