kabutan

JELLY BEANS, Net Income Forecast for the Fiscal Year Loss to Narrow

Thu Dec 11, 2025 3:30 pm JST Earnings

3070 JELLY BEANS GROUP Co., Ltd. 【J-GAAP】

Earnings Report

JELLY BEANS GROUP Co., Ltd. <3070> [TSE Growth] announced its financial results after the market closed on December 11th (15:30). The consolidated net loss for the cumulative third quarter of the fiscal year ending January 2026 (February to October) was a reduced loss of 271 million yen (compared to a loss of 340 million yen in the same period last year).

In addition, the full-year forecast for consolidated net income/loss has been revised upward from an expected loss of 216 million yen to a loss of 206 million yen (compared to a loss of 519 million yen in the previous period), indicating a reduction in the loss margin.

Based on the full-year plan announced by the company after the upward revision, our estimate of the consolidated net income for the August to January period (second half) is expected to increase 40.0%, from the previous forecast of 25 million yen to 35 million yen (compared to a loss of 346 million yen in the same period of the previous year).

In the most recent three-month period, from August to October (3Q), the consolidated net loss improved to a deficit of 30 million yen (compared to a loss of 167 million yen in the same period last year). The operating profit/loss margin drastically improved from -96.8% in the same period last year to 9.6%.

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 696 -380 -386 -386 -36.0 ー Dec 11, 2023 J-GAAP
Feb - Oct, 2024 628 -346 -358 -340 -23.8 ー Dec 12, 2024 J-GAAP
Feb - Oct, 2025 1,330 -124 -140 -271 -6.1 ー Dec 11, 2025 J-GAAP
YoY +111.8% +64.2% +60.9% +20.3% +74.3%

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 1,359 70 67 25 0.3 0 Sep 11, 2025 J-GAAP
Aug - Jan, 2025 New 1,637 80 77 35 0.5 0 Dec 11, 2025 J-GAAP
Revision Rate +20.5% +14.3% +14.9% +40.0% +40.6%

Full Year Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Jan, 2026 Prev 2,222 -99 -107 -216 -2.8 0 Sep 11, 2025 J-GAAP
Jan, 2026 New 2,500 -89 -97 -206 -2.6 0 Dec 11, 2025 J-GAAP
Revision Rate +12.5% +10.1% +9.3% +4.6% +4.7%

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 357 -322 -334 -346 -22.3 0 Mar 13, 2025 J-GAAP
Aug - Jan, 2025 Guidance 1,637 80 77 35 0.5 0 Dec 11, 2025 J-GAAP
YoY +358.5% － － － －

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Jan, 2024 919 -573 -578 -596 -54.7 0 Mar 11, 2024 J-GAAP
Jan, 2025 831 -519 -532 -519 -33.4 0 Mar 13, 2025 J-GAAP
Jan, 2026 Guidance 2,500 -89 -97 -206 -2.6 0 Dec 11, 2025 J-GAAP
YoY +200.8% +82.9% +81.8% +60.3% +92.1%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Aug - Oct, 2024 154 -149 -160 -167 -11.7 -96.8 Dec 12, 2024 J-GAAP
Nov - Jan, 2024 203 -173 -174 -179 -11.5 -85.2 Mar 13, 2025 J-GAAP
Feb - Apr, 2025 228 -111 -113 -116 -4.0 -48.7 Jun 12, 2025 J-GAAP
May - Jul, 2025 635 -58 -61 -125 -3.7 -9.1 Sep 11, 2025 J-GAAP
Aug - Oct, 2025 467 45 34 -30 -0.7 9.6 Dec 11, 2025 J-GAAP
YoY +203.2% － － +82.0% +94.2%

Related Articles