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UNICHARM, Net Income Forecast for Last Fiscal Year Revised Downward to an Unexpected 20% Decrease

Fri Feb 6, 2026 4:00 pm JST Revision

8113 UNICHARM CORPORATION 【IFRS】

Guidance Update Report

UNICHARM CORPORATION <8113> [TSE Prime] announced a performance revision after the market closed on February 6th (16:00). The consolidated net income forecast for the fiscal year ending December 2025 has decreased 23.4%, from the previous forecast of 85.1 billion yen to 65.2 billion yen (compared to 81.8 billion yen in the previous period). This changes the outlook from an anticipated profit increase to a projection of a 20.3% 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 net income has decreased 45.9%, from the previous forecast of 43.2 billion yen to 23.3 billion yen (compared to 42.2 billion yen in the same period of the previous year). This changes the outlook from an anticipated profit increase to a projection of a 44.6% decrease in profit.

Kabutan News

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 509,830 62,986 64,504 43,287 24.9 9 Aug 5, 2025 IFRS
Jul - Dec, 2025 New 481,098 51,870 42,890 23,399 13.4 9 Feb 6, 2026 IFRS
Revision Rate -5.6% -17.6% -33.5% -45.9% -46.2%

Full Year Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Dec, 2025 Prev 974,000 120,000 127,000 85,100 48.9 18 Aug 5, 2025 IFRS
Dec, 2025 New 945,268 108,884 105,386 65,212 37.3 18 Feb 6, 2026 IFRS
Revision Rate -2.9% -9.3% -17.0% -23.4% -23.7%

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 501,252 65,364 61,177 42,214 23.9 7.34 Feb 13, 2025 IFRS
Jul - Dec, 2025 Guidance 481,098 51,870 42,890 23,399 13.4 9 Feb 6, 2026 IFRS
YoY -4.0% -20.6% -29.9% -44.6% -44.1%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Dec, 2023 941,790 127,974 132,308 86,053 48.5 13.33 Feb 7, 2024 IFRS
Dec, 2024 988,981 138,463 134,537 81,842 46.4 14.67 Feb 13, 2025 IFRS
Dec, 2025 Guidance 945,268 108,884 105,386 65,212 37.3 18 Feb 6, 2026 IFRS
YoY -4.4% -21.4% -21.7% -20.3% -19.6%

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