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Superbag Company, Ordinary Profit Forecast for the Fiscal Year Revised Downward to an Unexpected 18% Decrease

Fri Feb 6, 2026 4:00 pm JST Earnings

3945 Superbag Company,Limited 【J-GAAP】

Earnings Report

Superbag Company,Limited <3945> [TSE Std] announced its financial results after the market closed on February 6th (16:00). The consolidated ordinary profit for the cumulative third quarter of the fiscal year ending March 2026 (April to December) decreased 16.4% from the same period last year to 0.73 billion yen.

In addition, the full-year forecast for consolidated ordinary profit has decreased 28.8%, from the previous forecast of 1.18 billion yen to 0.84 billion yen (compared to 1.02 billion yen in the previous period). This changes the outlook from an anticipated profit increase to a projection of a 17.8% decrease in profit.

Based on the full-year plan announced by the company after the downward revision, our estimate of the consolidated ordinary profit for the October to March period (second half) has decreased 40.4%, from the previous forecast of 0.84 billion yen to 0.50 billion yen (compared to 0.63 billion yen in the same period of the previous year). This changes the outlook from an anticipated profit increase to a projection of a 20.7% decrease in profit.

In the most recent three-month period, from October to December (3Q), the consolidated ordinary profit decreased to 0.39 billion yen, a 19.0% decrease compared to the same period last year. The operating profit margin worsened from 5.8% in the same period last year to 4.5%.

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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 20,632 904 956 829 542.6 88.8 Feb 9, 2024 J-GAAP
Apr - Dec, 2024 21,318 809 874 677 457.2 85.5 Feb 7, 2025 J-GAAP
Apr - Dec, 2025 21,795 675 731 530 357.6 87.0 Feb 6, 2026 J-GAAP
YoY +2.2% -16.6% -16.4% -21.7% -21.8%

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 15,869 814 841 640 430.9 110 Nov 7, 2025 J-GAAP
Oct - Mar, 2025 New 14,769 484 501 350 235.7 110 Feb 6, 2026 J-GAAP
Revision Rate -6.9% -40.5% -40.4% -45.3% -45.3%

Full Year Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2026 Prev 29,300 1,110 1,180 900 606.0 110 May 14, 2025 J-GAAP
Mar, 2026 New 28,200 780 840 610 410.7 110 Feb 6, 2026 J-GAAP
Revision Rate -3.8% -29.7% -28.8% -32.2% -32.2%

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 14,457 568 632 705 475.8 105 May 14, 2025 J-GAAP
Oct - Mar, 2025 Guidance 14,769 484 501 350 235.7 110 Feb 6, 2026 J-GAAP
YoY +2.2% -14.8% -20.7% -50.4% -50.5%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 26,837 1,034 1,076 866 570.8 90 May 10, 2024 J-GAAP
Mar, 2025 27,579 901 1,022 976 658.7 105 May 14, 2025 J-GAAP
Mar, 2026 Guidance 28,200 780 840 610 410.7 110 Feb 6, 2026 J-GAAP
YoY +2.3% -13.4% -17.8% -37.5% -37.6%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Oct - Dec, 2024 8,196 476 484 406 274.2 5.8 Feb 7, 2025 J-GAAP
Jan - Mar, 2025 6,261 92 148 299 201.8 1.5 May 14, 2025 J-GAAP
Apr - Jun, 2025 6,668 150 189 123 83.5 2.2 Aug 8, 2025 J-GAAP
Jul - Sep, 2025 6,763 146 150 137 92.5 2.2 Nov 7, 2025 J-GAAP
Oct - Dec, 2025 8,364 379 392 270 182.2 4.5 Feb 6, 2026 J-GAAP
YoY +2.0% -20.4% -19.0% -33.5% -33.6%

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