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Smaregi, Ordinary Profit Forecast for the Fiscal Year Revised to a 2.9 Billion Yen

Fri Dec 12, 2025 4:00 pm JST Earnings

4431 Smaregi,Inc. 【J-GAAP】

Earnings Report

Smaregi,Inc. <4431> [TSE Growth] announced its financial results after the market closed on December 12th (16:00). The consolidated ordinary profit for the cumulative second quarter of the fiscal year ending April 2026 (May to October) increased 12.8% from the previous period non-consolidated to 1.33 billion yen.

In addition, the full-year forecast for consolidated ordinary profit has been revised from the previous range of 2.80 billion to 2.95 billion yen to a new 2.95 billion yen.

Based on the first-half performance announced by the company and the full-year plan, our calculation indicates that the consolidated ordinary profit for the November to April period (second half) is expected to expand 37.9% from the same period last year, reaching 1.61 billion yen.

In the most recent three-month period, from August to October (2Q), the consolidated ordinary profit grew 27.2% from the same period last year, reaching 0.74 billion yen. However, the operating profit margin decreased from 22.7% in the same period last year to 22.5%.

Note: If the earnings forecast is disclosed as a range, the article is based on the midpoint of that range.

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Actual Results

Accumulated Results 2nd Quarter
Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Progress Rate vs. First Half Announce Accounting Standards
May - Oct, 2023 3,947 835 835 558 29.2 49.2 Dec 13, 2023 J-GAAP
May - Oct, 2024 5,152 1,195 1,184 792 41.2 50.2 Dec 13, 2024 J-GAAP
May - Oct, 2025 6,264 1,321 1,335 887 46.1 45.2 Dec 12, 2025 J-GAAP
YoY +21.6% +10.5% +12.8% +12.0% +11.9%

First Half Results vs. Previous Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
May - Oct, 2025 Guidance ー ー ー ー － 0 Jun 12, 2025 J-GAAP
May - Oct, 2025 Results 6,264 1,321 1,335 887 46.1 0 Dec 12, 2025 J-GAAP
Revision Rate － － － － －

Guidance Update

Full Year Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Apr, 2026 Prev 13,859 2,879 2,879 1,941 100.8 20 Jun 12, 2025 J-GAAP
Apr, 2026 New 13,859 2,954 2,954 2,016 104.7 20 Dec 12, 2025 J-GAAP
Revision Rate 0.0% +2.6% +2.6% +3.9% +3.9%

Current Period Guidance

Second Half Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Nov - Apr, 2024 5,914 1,180 1,174 847 44.0 15 Jun 12, 2025 J-GAAP
Nov - Apr, 2025 Guidance 7,595 1,633 1,619 1,129 58.6 20 Dec 12, 2025 J-GAAP
YoY +28.4% +38.4% +37.9% +33.3% +33.2%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Apr, 2024 8,385 1,735 1,696 1,212 63.2 0 Jun 13, 2024 J-GAAP
Apr, 2025 11,066 2,375 2,358 1,639 85.2 15 Jun 12, 2025 J-GAAP
Apr, 2026 Guidance 13,859 2,954 2,954 2,016 104.7 20 Dec 12, 2025 J-GAAP
YoY +25.2% +24.4% +25.3% +23.0% +22.9%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Aug - Oct, 2024 2,621 594 584 396 20.6 22.7 Dec 13, 2024 J-GAAP
Nov - Jan, 2024 2,724 636 635 445 23.1 23.3 Mar 14, 2025 J-GAAP
Feb - Apr, 2025 3,190 544 539 402 20.9 17.1 Jun 12, 2025 J-GAAP
May - Jul, 2025 3,013 589 592 377 19.6 19.5 Sep 12, 2025 J-GAAP
Aug - Oct, 2025 3,251 732 743 510 26.5 22.5 Dec 12, 2025 J-GAAP
YoY +24.0% +23.2% +27.2% +28.8% +28.7%

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