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JAPAN RELIANCE SERVICE, First Half Ordinary Profit Decreases by 67%, Jul-Sep Ordinary Profit Decreases by 87%
4664 JAPAN RELIANCE SERVICE CORPORATION 【J-GAAP】
Earnings ReportJAPAN RELIANCE SERVICE CORPORATION <4664> [TSE Std] announced its financial results after the market closed on November 14th (15:45). The consolidated ordinary profit for the cumulative second quarter of the fiscal year ending March 2026 (April to September) significantly dropped 67.2% from the same period last year to 82 million yen. Progress toward the full-year plan of 300 million yen was 27.3%, also falling below the five-year average of 64.5%.
Based on the first-half performance announced by the company and the unchanged full-year plan, our calculation indicates that the consolidated ordinary profit for the October to March period (second half) is expected to surge 3.6 times that of the same period last year, reaching 218 million yen.
In the most recent three-month period, from July to September (2Q), the consolidated ordinary profit significantly dropped to 22 million yen, an 87.3% decrease compared to the same period last year. The operating profit margin drastically worsened from 5.4% in the same period last year to 0.9%.
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Actual Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Progress Rate vs. First Half | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Apr - Sep, 2023 | 4,214 | 219 | 236 | 158 | 54.2 | 78.7 | Nov 10, 2023 | J-GAAP |
| Apr - Sep, 2024 | 5,082 | 244 | 250 | 162 | 55.7 | 80.6 | Nov 13, 2024 | J-GAAP |
| Apr - Sep, 2025 | 3,744 | 71 | 82 | 48 | 16.8 | 27.3 | Nov 14, 2025 | J-GAAP |
| YoY | -26.3% | -70.9% | -67.2% | -70.4% | -69.8% |
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 | 3,907 | 95 | 94 | 54 | 18.8 | 7 | May 14, 2025 | J-GAAP |
| Apr - Sep, 2025 Results | 3,744 | 71 | 82 | 48 | 16.8 | 7 | Nov 14, 2025 | J-GAAP |
| Revision Rate | -4.2% | -25.3% | -12.8% | -11.1% | -10.5% |
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 | 3,763 | 57 | 60 | 25 | 8.7 | 17 | May 14, 2025 | J-GAAP |
| Oct - Mar, 2025 Guidance | 4,556 | 229 | 218 | 157 | 51.4 | 17 | Nov 14, 2025 | J-GAAP |
| YoY | +21.1% | +301.8% | +263.3% | +528.0% | +491.5% |
Current Period Guidance
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Mar, 2024 | 8,097 | 284 | 300 | 245 | 84.1 | 20 | May 13, 2024 | J-GAAP |
| Mar, 2025 | 8,845 | 301 | 310 | 187 | 65.0 | 24 | May 14, 2025 | J-GAAP |
| Mar, 2026 Guidance | 8,300 | 300 | 300 | 205 | 67.1 | 24 | May 14, 2025 | J-GAAP |
| YoY | -6.2% | -0.3% | -3.2% | +9.6% | +3.3% |
Quarterly Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Operating Profit Margin | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Jul - Sep, 2024 | 3,141 | 170 | 173 | 115 | 39.5 | 5.4 | Nov 13, 2024 | J-GAAP |
| Oct - Dec, 2024 | 1,766 | 12 | 12 | 6 | 2.1 | 0.7 | Feb 13, 2025 | J-GAAP |
| Jan - Mar, 2025 | 1,997 | 45 | 48 | 19 | 6.6 | 2.3 | May 14, 2025 | J-GAAP |
| Apr - Jun, 2025 | 1,821 | 54 | 60 | 40 | 14.0 | 3.0 | Aug 13, 2025 | J-GAAP |
| Jul - Sep, 2025 | 1,923 | 17 | 22 | 8 | 2.8 | 0.9 | Nov 14, 2025 | J-GAAP |
| YoY | -38.8% | -90.0% | -87.3% | -93.0% | -92.9% |
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