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BARCOS, Ordinary Profit Forecast for the Fiscal Year Revised Downward to an Unexpected 60% Decrease

Fri Nov 14, 2025 5:00 pm JST Earnings

7790 BARCOS Co., Ltd. 【J-GAAP】

Earnings Report

BARCOS Co., Ltd. <7790> [NSE Next] announced its financial results after the market closed on November 14th (17:00). The consolidated ordinary profit for the cumulative third quarter of the fiscal year ending December 2025 (January to September) significantly dropped 67.8% from the same period last year to 47 million yen.

In addition, the full-year forecast for consolidated ordinary profit has decreased 63.9%, from the previous forecast of 277 million yen to 100 million yen (compared to 251 million yen in the previous period). This changes the outlook from an anticipated profit increase to a projection of a 60.2% 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 74.4%, from the previous forecast of 238 million yen to 61 million yen (compared to 137 million yen in the same period of the previous year). This changes the outlook from an anticipated profit increase to a projection of a 55.5% decrease in profit.

In the most recent three-month period, from July to September (3Q), the consolidated ordinary profit significantly dropped to 8 million yen, a 75.0% decrease compared to the same period last year. The operating profit margin drastically worsened from 3.8% in the same period last year to 0.1%.

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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, 2025 3,894 38 47 24 20.6 47.0 Nov 14, 2025 J-GAAP
YoY － － － － －

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 2,776 244 238 139 115.0 0 Aug 14, 2025 J-GAAP
Jul - Dec, 2025 New 2,776 63 61 20 16.6 0 Nov 14, 2025 J-GAAP
Revision Rate 0.0% -74.2% -74.4% -85.6% -85.6%

Full Year Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Dec, 2025 Prev 5,525 281 277 169 139.9 0 Feb 14, 2025 J-GAAP
Dec, 2025 New 5,525 100 100 50 41.4 0 Nov 14, 2025 J-GAAP
Revision Rate 0.0% -64.4% -63.9% -70.4% -70.4%

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 2,574 142 137 105 92.5 0 Feb 14, 2025 J-GAAP
Jul - Dec, 2025 Guidance 2,776 63 61 20 16.6 0 Nov 14, 2025 J-GAAP
YoY +7.8% -55.6% -55.5% -81.0% -82.1%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Dec, 2024 5,023 255 251 153 134.7 0 Feb 14, 2025 J-GAAP
Dec, 2025 Guidance 5,525 100 100 50 41.4 0 Nov 14, 2025 J-GAAP
YoY +10.0% -60.8% -60.2% -67.3% -69.3%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Oct - Dec, 2024 1,509 101 105 87 76.6 6.7 Feb 14, 2025 J-GAAP
Jan - Mar, 2025 1,514 22 2 25 21.8 1.5 May 15, 2025 J-GAAP
Apr - Jun, 2025 1,235 15 37 5 4.2 1.2 Aug 14, 2025 J-GAAP
Jul - Sep, 2025 1,145 1 8 -6 -5.2 0.1 Nov 14, 2025 J-GAAP
YoY － － － － －

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