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YUKES, Ordinary Profit Forecast for the Fiscal Year Revised Downward to an Unexpected 88% Decrease, Dividend Revised down by 3 Yen

Wed Dec 10, 2025 3:45 pm JST Earnings

4334 YUKE'S Co.,Ltd. 【J-GAAP】

Earnings Report

YUKE'S Co.,Ltd. <4334> [TSE Std] announced its financial results after the market closed on December 10th (15:45). The consolidated ordinary profit/loss for the cumulative third quarter of the fiscal year ending January 2026 (February to October) turned into a loss of 6 million yen (compared to a profit of 36 million yen in the same period last year).

In addition, the full-year forecast for consolidated ordinary profit has decreased 94.1%, from the previous forecast of 338 million yen to 20 million yen (compared to 163 million yen in the previous period). This changes the outlook from an anticipated profit increase to a projection of an 87.7% decrease in profit.

Based on the full-year plan announced by the company after the downward revision, our estimate of the consolidated ordinary profit/loss for the August to January period (second half) has been revised downward from an expected profit of 289 million yen to a loss of 29 million yen (compared to a profit of 107 million yen in the same period of the previous year), turning to a loss outlook.

Due to a decline in performance, the company has reduced its planned year-end lump-sum dividend for the current fiscal year from the original plan of 13 yen to 10 yen (compared to 10 yen in the previous period).

In the most recent three-month period, from August to October (3Q), the consolidated ordinary loss expanded to a loss of 55 million yen (compared to a loss of 20 million yen in the same period last year). The operating profit/loss margin worsened from -2.6% in the same period last year to -5.3%.

Kabutan News

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
Feb - Oct, 2023 3,095 241 354 -1,328 -158.2 125.5 Dec 8, 2023 J-GAAP
Feb - Oct, 2024 2,438 14 36 1 0.2 22.1 Dec 10, 2024 J-GAAP
Feb - Oct, 2025 2,924 -9 -6 -43 -5.2 Dec 10, 2025 J-GAAP
YoY +19.9%

Guidance Update

Second Half Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Aug - Jan, 2025 Prev 2,000 299 289 298 35.4 13 Sep 10, 2025 J-GAAP
Aug - Jan, 2025 New 2,420 -31 -29 -12 -1.4 10 Dec 10, 2025 J-GAAP
Revision Rate +21.0%

Full Year Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Jan, 2026 Prev 3,800 350 338 332 39.4 13 Mar 12, 2025 J-GAAP
Jan, 2026 New 4,220 20 20 22 2.6 10 Dec 10, 2025 J-GAAP
Revision Rate +11.1% -94.3% -94.1% -93.4% -93.4%

Current Period Guidance

Second Half Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Aug - Jan, 2024 1,634 52 107 177 21.1 10 Mar 12, 2025 J-GAAP
Aug - Jan, 2025 Guidance 2,420 -31 -29 -12 -1.4 10 Dec 10, 2025 J-GAAP
YoY +48.1%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Jan, 2024 4,087 179 282 -1,349 -160.7 10 Mar 8, 2024 J-GAAP
Jan, 2025 3,255 87 163 198 23.6 10 Mar 12, 2025 J-GAAP
Jan, 2026 Guidance 4,220 20 20 22 2.6 10 Dec 10, 2025 J-GAAP
YoY +29.6% -77.0% -87.7% -88.9% -88.9%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Aug - Oct, 2024 817 -21 -20 -20 -4.6 -2.6 Dec 10, 2024 J-GAAP
Nov - Jan, 2024 817 73 127 197 23.5 8.9 Mar 12, 2025 J-GAAP
Feb - Apr, 2025 921 39 41 30 3.6 4.2 Jun 10, 2025 J-GAAP
May - Jul, 2025 879 12 8 4 0.5 1.4 Sep 10, 2025 J-GAAP
Aug - Oct, 2025 1,124 -60 -55 -77 -9.2 -5.3 Dec 10, 2025 J-GAAP
YoY +37.6% -185.7% -175.0% -285.0% -100.4%

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