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LOBTEX, Ordinary Profit Forecast for the Fiscal Year Revised Downward by 50%

Mon Feb 9, 2026 9:30 am JST Earnings

5969 LOBTEX.CO.,LTD. 【J-GAAP】

Earnings Report

LOBTEX.CO.,LTD. <5969> [TSE Std] announced its financial results in the morning on February 9th (09:30). The consolidated ordinary profit for the cumulative third quarter of the fiscal year ending March 2026 (April to December) significantly dropped 55.6% from the same period last year to 91 million yen.

In addition, the full-year forecast for consolidated ordinary profit has decreased 50.0%, from the previous forecast of 220 million yen to 110 million yen (compared to 222 million yen in the previous period), leading to an increase in the profit decline rate from 0.9% to 50.5%.

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 75.3%, from the previous forecast of 146 million yen to 36 million yen (compared to 83 million yen in the same period of the previous year). This changes the outlook from an anticipated profit increase to a projection of a 56.6% decrease in profit.

In the most recent three-month period, from October to December (3Q), the consolidated ordinary profit significantly dropped to 17 million yen, a 74.2% decrease compared to the same period last year. The operating profit margin worsened from 3.3% in the same period last year to 1.0%.

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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 4,275 210 223 126 68.0 51.5 Feb 8, 2024 J-GAAP
Apr - Dec, 2024 4,197 184 205 124 66.7 92.3 Feb 12, 2025 J-GAAP
Apr - Dec, 2025 4,092 81 91 37 20.3 82.7 Feb 9, 2026 J-GAAP
YoY -2.5% -56.0% -55.6% -70.2% -69.5%

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 3,026 152 146 97 52.0 30 Nov 11, 2025 J-GAAP
Oct - Mar, 2025 New 2,846 42 36 17 9.1 30 Feb 9, 2026 J-GAAP
Revision Rate -5.9% -72.4% -75.3% -82.5% -82.5%

Full Year Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2026 Prev 5,810 220 220 130 69.6 30 May 9, 2025 J-GAAP
Mar, 2026 New 5,630 110 110 50 26.8 30 Feb 9, 2026 J-GAAP
Revision Rate -3.1% -50.0% -50.0% -61.5% -61.5%

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 2,932 68 83 -3 -1.6 30 May 9, 2025 J-GAAP
Oct - Mar, 2025 Guidance 2,846 42 36 17 9.1 30 Feb 9, 2026 J-GAAP
YoY -2.9% -38.2% -56.6% － －

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 5,925 354 433 279 149.9 35 May 10, 2024 J-GAAP
Mar, 2025 5,708 205 222 77 41.4 30 May 9, 2025 J-GAAP
Mar, 2026 Guidance 5,630 110 110 50 26.8 30 Feb 9, 2026 J-GAAP
YoY -1.4% -46.3% -50.5% -35.1% -35.3%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Oct - Dec, 2024 1,421 47 66 44 23.7 3.3 Feb 12, 2025 J-GAAP
Jan - Mar, 2025 1,511 21 17 -47 -25.3 1.4 May 9, 2025 J-GAAP
Apr - Jun, 2025 1,369 -17 -12 -23 -12.5 -1.2 Aug 8, 2025 J-GAAP
Jul - Sep, 2025 1,415 85 86 56 30.2 6.0 Nov 11, 2025 J-GAAP
Oct - Dec, 2025 1,308 13 17 4 2.2 1.0 Feb 9, 2026 J-GAAP
YoY -8.0% -72.3% -74.2% -90.9% -90.7%

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