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YAMADA SERVICER SYNTHETIC, Ordinary Profit Forecast for Last Fiscal Year Revised Downward to an Unexpected 9% Decrease

Mon Feb 2, 2026 4:00 pm JST Revision

4351 YAMADA SERVICER SYNTHETIC OFFICE 【J-GAAP】

Guidance Update Report

YAMADA SERVICER SYNTHETIC OFFICE <4351> [TSE Std] announced a performance revision after the market closed on February 2nd (16:00). The consolidated ordinary profit forecast for the fiscal year ending December 2025 has decreased 50.8%, from the previous forecast of 195 million yen to 96 million yen (compared to 106 million yen in the previous period). This changes the outlook from an anticipated profit increase to a projection of a 9.4% decrease in profit.

Based on the downwardly revised full-year plan announced by the company, our calculation indicates that the July to December period (second half) consolidated ordinary profit has decreased 31.1%, from the previous forecast of 318 million yen to 219 million yen (compared to 6 million yen in the same period of the previous year), leading to a reduction in the profit growth rate from 53 times to 37 times.

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Guidance Update

Second Half Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Jul - Dec, 2025 Prev 1,584 338 318 249 58.5 10 Aug 5, 2025 J-GAAP
Jul - Dec, 2025 New 1,346 202 219 204 48.1 10 Feb 2, 2026 J-GAAP
Revision Rate -15.0% -40.2% -31.1% -18.1% -17.8%

Full Year Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Dec, 2025 Prev 2,518 210 195 116 27.2 10 Feb 5, 2025 J-GAAP
Dec, 2025 New 2,280 74 96 71 16.7 10 Feb 2, 2026 J-GAAP
Revision Rate -9.5% -64.8% -50.8% -38.8% -38.6%

Current Period Guidance

Second Half Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Jul - Dec, 2024 1,092 8 6 -9 -2.1 10 Feb 5, 2025 J-GAAP
Jul - Dec, 2025 Guidance 1,346 202 219 204 48.1 10 Feb 2, 2026 J-GAAP
YoY +23.3% +2,425.0% +3,550.0% － －

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Dec, 2023 2,483 82 165 120 28.3 10 Feb 7, 2024 J-GAAP
Dec, 2024 2,290 36 106 49 11.7 10 Feb 5, 2025 J-GAAP
Dec, 2025 Guidance 2,280 74 96 71 16.7 10 Feb 2, 2026 J-GAAP
YoY -0.4% +105.6% -9.4% +44.9% +43.5%

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