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Drecom, Oct-Dec (3Q) Net Income Increases by 3.1 times, Decides to Continue No Dividend Policy

Thu Jan 29, 2026 3:30 pm JST Earnings

3793 Drecom Co.,Ltd. 【J-GAAP】

Earnings Report

Drecom Co.,Ltd. <3793> [TSE Growth] announced its financial results after the market closed on January 29th (15:30). The consolidated net loss for the cumulative third quarter of the fiscal year ending March 2026 (April to December) expanded to a loss of 1.74 billion yen (compared to a loss of 0.82 billion yen in the same period last year).

Based on the cumulative third-quarter performance announced by the company and the unchanged full-year plan, our calculation indicates that the consolidated net income/loss for the January to March period (4Q) is expected to turn into a profit of 0.44 billion yen (compared to a loss of 0.21 billion yen in the same period last year).

At the same time, the company has decided to forego the year-end lump-sum dividend for the current fiscal year, which had previously been undecided (compared to no dividend in the prior term), and the policy has been set to continue with no dividends.

In the most recent three-month period, from October to December (3Q), the consolidated net income surged 3.1 times that of the same period last year, reaching 0.62 billion yen. The operating profit margin drastically improved from 6.9% in the same period last year to 13.2%.

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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
Apr - Dec, 2023 7,637 789 729 97 3.4 91.9 Jan 30, 2024 J-GAAP
Apr - Dec, 2024 8,200 -26 -78 -823 -28.7 ー Jan 30, 2025 J-GAAP
Apr - Dec, 2025 13,301 96 40 -1,741 -60.4 10.0 Jan 29, 2026 J-GAAP
YoY +62.2% － － -111.5% -110.2%

Guidance Update

Second Half Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Oct - Mar, 2025 Prev 9,262 1,074 1,016 1,062 36.7 － Oct 29, 2025 J-GAAP
Oct - Mar, 2025 New 9,262 1,074 1,016 1,062 36.7 0 Jan 29, 2026 J-GAAP
Revision Rate 0.0% 0.0% 0.0% 0.0% 0.0%

Full Year Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2026 Prev 17,500 500 400 -1,300 -44.9 － Jul 29, 2025 J-GAAP
Mar, 2026 New 17,500 500 400 -1,300 -44.9 0 Jan 29, 2026 J-GAAP
Revision Rate 0.0% 0.0% 0.0% 0.0% 0.0%

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 8,637 427 407 -13 -0.5 0 May 12, 2025 J-GAAP
Oct - Mar, 2025 Guidance 9,262 1,074 1,016 1,062 36.7 0 Jan 29, 2026 J-GAAP
YoY +7.2% +151.5% +149.6% － －

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 9,779 903 793 104 3.6 0 May 13, 2024 J-GAAP
Mar, 2025 12,655 112 53 -1,035 -36.1 0 May 12, 2025 J-GAAP
Mar, 2026 Guidance 17,500 500 400 -1,300 -44.9 0 Jan 29, 2026 J-GAAP
YoY +38.3% +346.4% +654.7% -25.6% -24.5%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Oct - Dec, 2024 4,182 289 276 199 7.0 6.9 Jan 30, 2025 J-GAAP
Jan - Mar, 2025 4,455 138 131 -212 -7.4 3.1 May 12, 2025 J-GAAP
Apr - Jun, 2025 4,466 -81 -107 -1,799 -62.6 -1.8 Jul 29, 2025 J-GAAP
Jul - Sep, 2025 3,772 -493 -509 -563 -19.6 -13.1 Oct 29, 2025 J-GAAP
Oct - Dec, 2025 5,063 670 656 621 21.6 13.2 Jan 29, 2026 J-GAAP
YoY +21.1% +131.8% +137.7% +212.1% +210.1%

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