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MEDLEY, Ordinary Profit Forecast for the Fiscal Year Revised Downward to an Unexpected 46% Decrease

Fri Nov 14, 2025 3:30 pm JST Earnings

4480 MEDLEY,INC. 【J-GAAP】

Earnings Report

MEDLEY,INC. <4480> [TSE Prime] announced its financial results after the market closed on November 14th (15:30). The consolidated ordinary profit for the cumulative third quarter of the fiscal year ending December 2025 (January to September) significantly dropped 54.9% from the same period last year to 1.68 billion yen.

In addition, the full-year forecast for consolidated ordinary profit has decreased 48.8%, from the previous forecast of 4.30 billion yen to 2.20 billion yen (compared to 4.07 billion yen in the previous period). This changes the outlook from an anticipated profit increase to a projection of a 46.1% decrease in profit.

Based on the full-year plan announced by the company after the downward revision, our estimate of the consolidated ordinary profit for the July to December period (second half) has decreased 77.1%, from the previous forecast of 2.72 billion yen to 0.62 billion yen (compared to 0.91 billion yen in the same period of the previous year). This changes the outlook from an anticipated profit increase to a projection of a 31.6% decrease in profit.

In the most recent three-month period, from July to September (3Q), the consolidated ordinary profit significantly dropped to 0.10 billion yen, an 81.6% decrease compared to the same period last year. However, the operating profit margin remained almost flat, changing from 1.4% in the same period last year to 1.7%.

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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 15,501 2,541 3,226 2,175 67.5 85.9 Nov 14, 2023 J-GAAP
Jan - Sep, 2024 21,642 2,358 3,731 2,323 71.6 91.5 Nov 14, 2024 J-GAAP
Jan - Sep, 2025 27,536 1,611 1,681 1,114 34.7 76.4 Nov 14, 2025 J-GAAP
YoY +27.2% -31.7% -54.9% -52.0% -51.5%

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 21,335 1,539 2,723 2,453 79.0 0 Aug 14, 2025 J-GAAP
Jul - Dec, 2025 New 18,435 639 623 653 21.0 0 Nov 14, 2025 J-GAAP
Revision Rate -13.6% -58.5% -77.1% -73.4% -73.4%

Full Year Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Dec, 2025 Prev 39,800 3,000 4,300 3,100 99.8 0 Feb 14, 2025 J-GAAP
Dec, 2025 New 36,900 2,100 2,200 1,300 41.8 0 Nov 14, 2025 J-GAAP
Revision Rate -7.3% -30.0% -48.8% -58.1% -58.1%

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 14,596 65 911 790 24.3 0 Feb 14, 2025 J-GAAP
Jul - Dec, 2025 Guidance 18,435 639 623 653 21.0 0 Nov 14, 2025 J-GAAP
YoY +26.3% +883.1% -31.6% -17.3% -13.6%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Dec, 2023 20,532 2,661 3,755 2,566 79.5 0 Feb 14, 2024 J-GAAP
Dec, 2024 29,302 2,326 4,078 2,798 86.2 0 Feb 14, 2025 J-GAAP
Dec, 2025 Guidance 36,900 2,100 2,200 1,300 41.8 0 Nov 14, 2025 J-GAAP
YoY +25.9% -9.7% -46.1% -53.5% -51.4%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Jul - Sep, 2024 6,936 97 564 315 9.7 1.4 Nov 14, 2024 J-GAAP
Oct - Dec, 2024 7,660 -32 347 475 14.6 -0.4 Feb 14, 2025 J-GAAP
Jan - Mar, 2025 8,140 -121 5 -75 -2.3 -1.5 May 14, 2025 J-GAAP
Apr - Jun, 2025 10,325 1,582 1,572 722 22.4 15.3 Aug 14, 2025 J-GAAP
Jul - Sep, 2025 9,071 150 104 467 14.6 1.7 Nov 14, 2025 J-GAAP
YoY +30.8% +54.6% -81.6% +48.3% +50.0%

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