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GLOBAL LINK MANAGEMENT, Ordinary Profit Forecast for the Fiscal Year Revised Upward by 8%, Raises Record High Profit Forecast, Dividend Revised Upward by 3 Yen

Thu Nov 13, 2025 3:30 pm JST Earnings

3486 GLOBAL LINK MANAGEMENT INC. 【J-GAAP】

Earnings Report

GLOBAL LINK MANAGEMENT INC. <3486> [TSE Prime] announced its financial results after the market closed on November 13th (15:30). The consolidated ordinary profit for the cumulative third quarter of the fiscal year ending December 2025 (January to September) surged 3.5 times that of the same period last year, reaching 5.63 billion yen.

In addition, the full-year forecast for consolidated ordinary profit has been revised upward 8.3%, from the previous forecast of 6.00 billion yen to 6.50 billion yen (compared to 5.13 billion yen in the previous period), increasing the growth rate from 16.8% to 26.5%, further surpassing the previous forecast of record-high profits for five consecutive terms.

Based on the full-year plan announced by the company after the upward revision, our estimate of the consolidated ordinary profit for the July to December period (second half) has been revised upward 27.5%, from the previous forecast of 1.81 billion yen to 2.31 billion yen (compared to 4.21 billion yen in the same period of the previous year), and the declining rate is expected to decrease from 56.8% to 45.0%.

In light of the strong performance, the company has increased its planned year-end lump-sum dividend for the current fiscal year from the original plan of 77.5 yen to 80.5 yen (compared to 130 yen before the 2-for-1 forward stock split in the previous period).

In the most recent three-month period, from July to September (3Q), the consolidated ordinary profit surged 2.1 times that of the same period last year, reaching 1.45 billion yen. The operating profit margin significantly improved from 5.6% in the same period last year to 10.0%.

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Actual Results

Accumulated Results 3rd Quarter
Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Progress Rate vs. First Half Announce Accounting Standards
Jan - Sep, 2023 28,959 3,435 3,247 2,061 129.2 76.2 Nov 14, 2023 J-GAAP
Jan - Sep, 2024 33,473 2,041 1,627 961 60.1 31.7 Nov 14, 2024 J-GAAP
Jan - Sep, 2025 51,924 6,148 5,632 3,791 236.6 86.6 Nov 13, 2025 J-GAAP
YoY +55.1% +201.2% +246.2% +294.5% +293.7%

Guidance Update

Second Half Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Jul - Dec, 2025 Prev 36,328 2,170 1,819 1,276 80.0 77.50 Aug 8, 2025 J-GAAP
Jul - Dec, 2025 New 36,328 2,670 2,319 1,476 92.5 80.50 Nov 13, 2025 J-GAAP
Revision Rate 0.0% +23.0% +27.5% +15.7% +15.7%

Full Year Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Dec, 2025 Prev 72,000 6,700 6,000 4,100 257.0 77.50 May 20, 2025 J-GAAP
Dec, 2025 New 72,000 7,200 6,500 4,300 269.5 80.50 Nov 13, 2025 J-GAAP
Revision Rate 0.0% +7.5% +8.3% +4.9% +4.9%

Current Period Guidance

Second Half Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Jul - Dec, 2024 46,502 4,552 4,213 2,865 179.0 65 Feb 14, 2025 J-GAAP
Jul - Dec, 2025 Guidance 36,328 2,670 2,319 1,476 92.5 80.50 Nov 13, 2025 J-GAAP
YoY -21.9% -41.3% -45.0% -48.5% -48.3%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Dec, 2023 41,258 4,586 4,260 2,878 180.4 50 Feb 14, 2024 J-GAAP
Dec, 2024 64,482 5,732 5,138 3,413 213.3 65 Feb 14, 2025 J-GAAP
Dec, 2025 Guidance 72,000 7,200 6,500 4,300 269.5 80.50 Nov 13, 2025 J-GAAP
YoY +11.7% +25.6% +26.5% +26.0% +26.4%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Jul - Sep, 2024 15,493 861 702 413 25.8 5.6 Nov 14, 2024 J-GAAP
Oct - Dec, 2024 31,009 3,691 3,511 2,452 153.2 11.9 Feb 14, 2025 J-GAAP
Jan - Mar, 2025 16,472 1,814 1,627 996 62.3 11.0 May 14, 2025 J-GAAP
Apr - Jun, 2025 19,200 2,716 2,554 1,828 114.1 14.1 Aug 8, 2025 J-GAAP
Jul - Sep, 2025 16,252 1,618 1,451 967 60.3 10.0 Nov 13, 2025 J-GAAP
YoY +4.9% +87.9% +106.7% +134.1% +133.7%

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