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DAIREI, Ordinary Profit Forecast for the Fiscal Year Revised Downward to an Unexpected 23% Decrease

Fri Jan 30, 2026 2:00 pm JST Earnings

2883 DAIREI CO.,LTD 【J-GAAP】

Earnings Report

DAIREI CO.,LTD <2883> [TSE Std] announced its financial results in the afternoon session on January 30th (14:00). The ordinary profit (non-consolidated) for the cumulative third quarter of the fiscal year ending March 2026 (April to December) decreased 26.4% from the same period last year to 0.53 billion yen.

In addition, the full-year forecast for ordinary profit has decreased 35.0%, from the previous forecast of 1.00 billion yen to 0.65 billion yen (compared to 0.84 billion yen in the previous period). This changes the outlook from an anticipated profit increase to a projection of a 23.0% decrease in profit.

Based on the full-year plan announced by the company after the downward revision, our estimate of the ordinary profit for the October to March period (second half) has decreased 48.3%, from the previous forecast of 0.72 billion yen to 0.37 billion yen (compared to 0.44 billion yen in the same period of the previous year). This changes the outlook from an anticipated profit increase to a projection of a 16.1% decrease in profit.

In the most recent three-month period, from October to December (3Q), the ordinary profit decreased to 0.25 billion yen, a 21.2% decrease compared to the same period last year. The operating profit margin worsened from 4.0% in the same period last year to 3.2%.

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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 21,473 902 906 616 104.3 82.1 Jan 31, 2024 J-GAAP
Apr - Dec, 2024 20,160 704 723 475 80.4 85.7 Jan 31, 2025 J-GAAP
Apr - Dec, 2025 19,572 497 532 372 63.3 81.8 Jan 30, 2026 J-GAAP
YoY -2.9% -29.4% -26.4% -21.7% -21.3%

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 14,112 734 725 482 82.3 60 Oct 23, 2025 J-GAAP
Oct - Mar, 2025 New 12,212 384 375 243 41.5 60 Jan 30, 2026 J-GAAP
Revision Rate -13.5% -47.7% -48.3% -49.6% -49.6%

Full Year Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2026 Prev 26,400 1,000 1,000 674 115.0 60 May 9, 2025 J-GAAP
Mar, 2026 New 24,500 650 650 435 74.3 60 Jan 30, 2026 J-GAAP
Revision Rate -7.2% -35.0% -35.0% -35.5% -35.5%

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 12,733 420 447 -826 -139.9 60 May 9, 2025 J-GAAP
Oct - Mar, 2025 Guidance 12,212 384 375 243 41.5 60 Jan 30, 2026 J-GAAP
YoY -4.1% -8.6% -16.1% － －

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 27,416 1,066 1,104 766 129.8 60 May 10, 2024 J-GAAP
Mar, 2025 25,732 840 844 -574 -97.2 60 May 9, 2025 J-GAAP
Mar, 2026 Guidance 24,500 650 650 435 74.3 60 Jan 30, 2026 J-GAAP
YoY -4.8% -22.6% -23.0% － －

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Oct - Dec, 2024 7,161 284 326 223 37.8 4.0 Jan 31, 2025 J-GAAP
Jan - Mar, 2025 5,572 136 121 -1,049 -177.7 2.4 May 9, 2025 J-GAAP
Apr - Jun, 2025 5,998 132 122 92 15.7 2.2 Jul 31, 2025 J-GAAP
Jul - Sep, 2025 6,290 134 153 100 17.1 2.1 Oct 31, 2025 J-GAAP
Oct - Dec, 2025 7,284 231 257 180 30.6 3.2 Jan 30, 2026 J-GAAP
YoY +1.7% -18.7% -21.2% -19.3% -18.9%

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