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SOCIALWIRE, Net Income Forecast for the Fiscal Year Revised Upward to an Unexpected 29% Increase

Fri Nov 14, 2025 3:30 pm JST Earnings

3929 SOCIALWIRE CO.,LTD. 【J-GAAP】

Earnings Report

SOCIALWIRE CO.,LTD. <3929> [TSE Growth] announced its financial results after the market closed on November 14th (15:30). The consolidated net income for the cumulative second quarter of the fiscal year ending March 2026 (April to September) increased 23.5% from the same period last year, reaching 105 million yen.

In addition, the full-year forecast for consolidated net income has been revised upward 69.2%, from the previous forecast of 130 million yen to 220 million yen (compared to 170 million yen in the previous period), turning to a 29.4% increase in the consolidated net income outlook.

Based on the first-half performance announced by the company and the full-year plan, our calculation indicates that the consolidated net income for the October to March period (second half) is expected to expand 35.3% from the same period last year, reaching 115 million yen.

In the most recent three-month period, from July to September (2Q), the consolidated net income decreased to 85 million yen, a 5.6% decrease compared to the same period last year. However, the operating profit margin significantly improved from 2.4% in the same period last year to 6.4%.

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Actual Performance and Financial Trends

Accumulated Results 2nd Quarter
Fiscal Year Revenue Operating
Profit
Ordinary
Profit
Net
Profit
Adj.
EPS
Progress Rate
vs. First Half
Announce Accounting
Standards
Apr - Sep, 2023
2,160M -63M -78M -227M -38.0 Nov 13, 2023 J-GAAP
Apr - Sep, 2024
1,467M 50M 1M 85M 9.7 1.4% Nov 11, 2024 J-GAAP
Apr - Sep, 2025
1,510M 69M 54M 105M 9.0 29.2% Nov 14, 2025 J-GAAP
YoY +2.9% +38.0% +5,300.0% +23.5% -6.7%
First Half Results vs. Previous Guidance
Fiscal Year Revenue Operating
Profit
Ordinary
Profit
Net
Profit
Adj.
EPS
Adj.
Dividend
Announce Accounting
Standards
Apr - Sep, 2025 Guidance 0 May 13, 2025 J-GAAP
Apr - Sep, 2025 Results 1,510M 69M 54M 105M 9.0 0 Nov 14, 2025 J-GAAP
Revision Rate

Guidance Update

Full Year Update
Fiscal Year Revenue Operating
Profit
Ordinary
Profit
Net
Profit
Adj.
EPS
Adj.
Dividend
Announce Accounting
Standards
Mar, 2026 Prev 3,100M 150M 140M 130M 11.1 0 May 13, 2025 J-GAAP
Mar, 2026 New 3,450M 205M 185M 220M 18.8 0 Nov 14, 2025 J-GAAP
Revision Rate +11.3% +36.7% +32.1% +69.2% +69.3%

Current Period Guidance

Second Half Results
Fiscal Year Revenue Operating
Profit
Ordinary
Profit
Net
Profit
Adj.
EPS
Adj.
Dividend
Announce Accounting
Standards
Oct - Mar, 2024
1,438M 86M 71M 85M 8.3 0 May 13, 2025 J-GAAP
Guidance
Oct - Mar, 2025
1,940M 136M 131M 115M 9.8 0 Nov 14, 2025 J-GAAP
YoY +34.9% +58.1% +84.5% +35.3% +18.7%
Current Period Guidance
Fiscal Year Revenue Operating
Profit
Ordinary
Profit
Net
Profit
Adj.
EPS
Adj.
Dividend
Announce Accounting
Standards
Mar, 2024
3,669M -2M -27M -146M -24.5 0 May 13, 2024 J-GAAP
Mar, 2025
2,905M 136M 72M 170M 16.5 0 May 13, 2025 J-GAAP
Guidance
Mar, 2026
3,450M 205M 185M 220M 18.8 0 Nov 14, 2025 J-GAAP
YoY +18.8% +50.7% +156.9% +29.4% +13.6%

Quarterly Results

Fiscal Year Revenue Operating
Profit
Ordinary
Profit
Net
Profit
Adj.
EPS
Operating
Profit Margin
Announce Accounting
Standards
Jul - Sep, 2024
751M 18M 9M 90M 10.2 2.4% Nov 11, 2024 J-GAAP
Oct - Dec, 2024
760M 68M 65M 65M 6.6 8.9% Feb 14, 2025 J-GAAP
Jan - Mar, 2025
678M 18M 6M 20M 2.0 2.7% May 13, 2025 J-GAAP
Apr - Jun, 2025
700M 17M 24M 20M 1.8 2.4% Aug 12, 2025 J-GAAP
Jul - Sep, 2025
810M 52M 30M 85M 7.3 6.4% Nov 14, 2025 J-GAAP
YoY +7.9% +188.9% +233.3% -5.6% -28.7%