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bBreak Systems, Ordinary Profit Forecast for First Half Revised Downward to an Unexpected 16% Decrease

Wed Nov 12, 2025 3:30 pm JST Earnings

3986 bBreak Systems Company, Limited 【J-GAAP】

Earnings Report

bBreak Systems Company, Limited <3986> [TSE Growth] announced its financial results after the market closed on November 12th (15:30). The ordinary profit (non-consolidated) for the first quarter of the fiscal year ending June 2026 (July to September) dropped 44.4% from the same period last year to 10 million yen.

In addition, the July to December period (first half) ordinary profit has decreased 17.5%, from the previous forecast of 57 million yen to 47 million yen (compared to 56 million yen in the same period of the previous year). This changes the outlook from an anticipated profit increase to a projection of a 16.1% decrease in profit.

Furthermore, the full-year forecast for ordinary profit forecast remains unchanged from the estimate of 140 million yen(compared to 112 million yen in the previous period).

At the same time, due to a planned 3-for-1 forward stock split is scheduled for December 31, the the annual dividend has been revised from the original plan of 30 yen to 10 yen (equivalent to 30 yen before the forward stock split), but the actual dividend remains unchanged.

In the most recent three-month period, from July to September (1Q), the operating profit margin drastically worsened from 5.3% in the same period last year to 2.2%.

Kabutan News

Actual Results

Accumulated Results 1st Quarter
Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Progress Rate vs. First Half Announce Accounting Standards
Jul - Sep, 2023 368 62 62 49 32.2 53.9 Nov 13, 2023 J-GAAP
Jul - Sep, 2024 341 18 18 14 9.1 32.1 Nov 12, 2024 J-GAAP
Jul - Sep, 2025 323 7 10 8 5.2 21.3 Nov 12, 2025 J-GAAP
YoY -5.3% -61.1% -44.4% -42.9% -43.2%

Guidance Update

First Half Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Jul - Dec, 2025 Prev 686 55 57 44 28.9 0 Aug 12, 2025 J-GAAP
Jul - Dec, 2025 New 666 42 47 37 24.3 0 Nov 12, 2025 J-GAAP
Revision Rate -2.9% -23.6% -17.5% -15.9% -15.9%

Full Year Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Jun, 2026 Prev 1,408 142 140 110 72.3 30 Aug 12, 2025 J-GAAP
Jun, 2026 New 1,408 142 140 110 72.3 30 Nov 12, 2025 J-GAAP
Revision Rate 0.0% 0.0% 0.0% 0.0% 0.0%

Current Period Guidance

H1 Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Jul - Dec, 2024 701 56 56 44 28.9 0 Feb 12, 2025 J-GAAP
Jul - Dec, 2025 Guidance 666 42 47 37 24.3 0 Nov 12, 2025 J-GAAP
YoY -5.0% -25.0% -16.1% -15.9% -15.9%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Jun, 2024 1,392 152 152 136 89.7 15 Aug 13, 2024 J-GAAP
Jun, 2025 1,378 110 112 92 60.4 18 Aug 12, 2025 J-GAAP
Jun, 2026 Guidance 1,408 142 140 110 72.3 30 Nov 12, 2025 J-GAAP
YoY +2.2% +29.1% +25.0% +19.6% +19.8%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Jul - Sep, 2024 341 18 18 14 9.1 5.3 Nov 12, 2024 J-GAAP
Oct - Dec, 2024 360 38 38 30 19.7 10.6 Feb 12, 2025 J-GAAP
Jan - Mar, 2025 351 32 33 28 18.5 9.1 May 14, 2025 J-GAAP
Apr - Jun, 2025 326 22 23 20 13.1 6.7 Aug 12, 2025 J-GAAP
Jul - Sep, 2025 323 7 10 8 5.2 2.2 Nov 12, 2025 J-GAAP
YoY -5.3% -61.1% -44.4% -42.9% -43.2%

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