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FLECT, Ordinary Profit Forecast for the Fiscal Year Revised Downward by 16%

Thu Feb 5, 2026 4:00 pm JST Earnings

4414 FLECT Co., Ltd. 【J-GAAP】

Earnings Report

FLECT Co., Ltd. <4414> [TSE Growth] announced its financial results after the market closed on February 5th (16:00). The ordinary profit (non-consolidated) for the cumulative third quarter of the fiscal year ending March 2026 (April to December) was 0.79 billion yen, a 2.7% increase compared to the same period last year.

However, the full-year forecast for ordinary profit has decreased 15.6%, from the previous forecast of 1.42 billion yen to 1.20 billion yen (compared to 1.08 billion yen in the previous period), leading to a reduction in the profit growth rate from 31.7% to 11.2%.

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 22.0%, from the previous forecast of 1.00 billion yen to 0.78 billion yen (compared to 0.65 billion yen in the same period of the previous year), leading to a reduction in the profit growth rate from 54.3% to 20.3%.

In the most recent three-month period, from October to December (3Q), the ordinary profit grew 9.6% from the same period last year, reaching 0.37 billion yen. The operating profit margin rose from 16.6% in the same period last year to 17.5%.

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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 4,925 542 538 367 61.4 71.6 Feb 6, 2024 J-GAAP
Apr - Dec, 2024 5,979 774 769 467 77.2 71.1 Feb 6, 2025 J-GAAP
Apr - Dec, 2025 5,968 791 790 474 77.3 65.7 Feb 5, 2026 J-GAAP
YoY -0.2% +2.2% +2.7% +1.5% +0.1%

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 5,787 1,015 1,009 613 99.7 0 Nov 13, 2025 J-GAAP
Oct - Mar, 2025 New 4,424 790 787 394 64.1 0 Feb 5, 2026 J-GAAP
Revision Rate -23.6% -22.2% -22.0% -35.7% -35.7%

Full Year Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2026 Prev 9,600 1,429 1,424 863 140.4 0 May 8, 2025 J-GAAP
Mar, 2026 New 8,237 1,204 1,202 644 104.8 0 Feb 5, 2026 J-GAAP
Revision Rate -14.2% -15.7% -15.6% -25.4% -25.4%

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 4,040 654 654 463 76.4 0 May 8, 2025 J-GAAP
Oct - Mar, 2025 Guidance 4,424 790 787 394 64.1 0 Feb 5, 2026 J-GAAP
YoY +9.5% +20.8% +20.3% -14.9% -16.1%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 6,928 757 751 440 73.4 0 May 13, 2024 J-GAAP
Mar, 2025 7,949 1,085 1,081 720 118.8 0 May 8, 2025 J-GAAP
Mar, 2026 Guidance 8,237 1,204 1,202 644 104.8 0 Feb 5, 2026 J-GAAP
YoY +3.6% +11.0% +11.2% -10.6% -11.8%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Oct - Dec, 2024 2,070 343 342 210 34.7 16.6 Feb 6, 2025 J-GAAP
Jan - Mar, 2025 1,970 311 312 253 41.8 15.8 May 8, 2025 J-GAAP
Apr - Jun, 2025 1,809 117 117 71 11.7 6.5 Aug 7, 2025 J-GAAP
Jul - Sep, 2025 2,004 297 298 179 29.2 14.8 Nov 13, 2025 J-GAAP
Oct - Dec, 2025 2,155 377 375 224 36.5 17.5 Feb 5, 2026 J-GAAP
YoY +4.1% +9.9% +9.6% +6.7% +5.2%

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