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BML, Ordinary Profit Forecast for the Fiscal Year Revised Upward to an Unexpected 5% Increase

Fri Feb 6, 2026 2:00 pm JST Earnings

4694 BML, INC. 【J-GAAP】

Earnings Report

BML, INC. <4694> [TSE Prime] announced its financial results in the afternoon session on February 6th (14:00). The consolidated ordinary profit for the cumulative third quarter of the fiscal year ending March 2026 (April to December) increased 14.0% from the same period last year, reaching 9.62 billion yen.

In addition, the full-year forecast for consolidated ordinary profit has been revised upward 9.4%, from the previous forecast of 9.60 billion yen to 10.5 billion yen (compared to 9.97 billion yen in the previous period), turning to a 5.3% increase in the consolidated ordinary profit outlook.

Based on the full-year plan announced by the company after the upward revision, our estimate of the consolidated ordinary profit for the October to March period (second half) has been revised upward 25.8%, from the previous forecast of 3.48 billion yen to 4.38 billion yen (compared to 4.61 billion yen in the same period of the previous year), and the declining rate is expected to decrease from 24.5% to 5.0%.

In the most recent three-month period, from October to December (3Q), the consolidated ordinary profit grew 13.8% from the same period last year, reaching 3.51 billion yen. The operating profit margin improved from 8.0% in the same period last year to 8.5%.

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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 105,215 7,737 8,097 5,210 133.7 84.3 Feb 9, 2024 J-GAAP
Apr - Dec, 2024 108,579 8,142 8,444 5,260 134.9 84.7 Feb 7, 2025 J-GAAP
Apr - Dec, 2025 114,475 9,200 9,628 6,557 171.5 91.7 Feb 6, 2026 J-GAAP
YoY +5.4% +13.0% +14.0% +24.7% +27.1%

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 72,372 3,085 3,482 1,781 47.5 60 Nov 7, 2025 J-GAAP
Oct - Mar, 2025 New 73,372 4,085 4,382 2,781 74.2 60 Feb 6, 2026 J-GAAP
Revision Rate +1.4% +32.4% +25.8% +56.1% +56.2%

Full Year Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2026 Prev 148,000 9,000 9,600 6,000 160.1 120 May 9, 2025 J-GAAP
Mar, 2026 New 149,000 10,000 10,500 7,000 186.8 120 Feb 6, 2026 J-GAAP
Revision Rate +0.7% +11.1% +9.4% +16.7% +16.7%

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 71,818 4,194 4,611 2,837 72.8 70 May 9, 2025 J-GAAP
Oct - Mar, 2025 Guidance 73,372 4,085 4,382 2,781 74.2 60 Feb 6, 2026 J-GAAP
YoY +2.2% -2.6% -5.0% -2.0% +2.0%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 137,964 9,167 9,605 6,034 154.8 80 May 10, 2024 J-GAAP
Mar, 2025 143,191 9,364 9,970 6,263 160.6 120 May 9, 2025 J-GAAP
Mar, 2026 Guidance 149,000 10,000 10,500 7,000 186.8 120 Feb 6, 2026 J-GAAP
YoY +4.1% +6.8% +5.3% +11.8% +16.3%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Oct - Dec, 2024 37,206 2,972 3,085 1,834 47.0 8.0 Feb 7, 2025 J-GAAP
Jan - Mar, 2025 34,612 1,222 1,526 1,003 25.7 3.5 May 9, 2025 J-GAAP
Apr - Jun, 2025 38,026 2,804 2,904 1,862 47.8 7.4 Aug 8, 2025 J-GAAP
Jul - Sep, 2025 37,602 3,111 3,214 2,357 61.1 8.3 Nov 7, 2025 J-GAAP
Oct - Dec, 2025 38,847 3,285 3,510 2,338 61.1 8.5 Feb 6, 2026 J-GAAP
YoY +4.4% +10.5% +13.8% +27.5% +30.0%

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