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ARATA, Ordinary Profit Forecast for the Fiscal Year Revised Downward to an Unexpected 17% Decrease

Tue Feb 10, 2026 3:30 pm JST Earnings

2733 ARATA CORPORATION 【J-GAAP】

Earnings Report

ARATA CORPORATION <2733> [TSE Prime] announced its financial results after the market closed on February 10th (15:30). The consolidated ordinary profit for the cumulative third quarter of the fiscal year ending March 2026 (April to December) decreased 15.0% from the same period last year to 11.7 billion yen.

In addition, the full-year forecast for consolidated ordinary profit has decreased 18.8%, from the previous forecast of 16.0 billion yen to 13.0 billion yen (compared to 15.6 billion yen in the previous period). This changes the outlook from an anticipated profit increase to a projection of a 16.8% 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 35.5%, from the previous forecast of 8.45 billion yen to 5.45 billion yen (compared to 7.04 billion yen in the same period of the previous year). This changes the outlook from an anticipated profit increase to a projection of a 22.7% decrease in profit.

In the most recent three-month period, from October to December (3Q), the consolidated ordinary profit decreased to 4.16 billion yen, a 20.0% decrease compared to the same period last year. The operating profit margin worsened from 1.9% in the same period last year to 1.5%.

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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 719,119 12,428 12,999 8,736 255.8 84.7 Feb 6, 2024 J-GAAP
Apr - Dec, 2024 754,500 13,100 13,777 9,398 280.6 88.2 Feb 6, 2025 J-GAAP
Apr - Dec, 2025 768,285 11,355 11,716 7,760 232.0 90.1 Feb 10, 2026 J-GAAP
YoY +1.8% -13.3% -15.0% -17.4% -17.3%

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 502,701 7,917 8,451 5,557 166.0 56 Nov 12, 2025 J-GAAP
Oct - Mar, 2025 New 502,701 5,217 5,451 4,857 145.1 56 Feb 10, 2026 J-GAAP
Revision Rate 0.0% -34.1% -35.5% -12.6% -12.6%

Full Year Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2026 Prev 1,006,000 15,300 16,000 10,600 316.6 112 Nov 12, 2025 J-GAAP
Mar, 2026 New 1,006,000 12,600 13,000 9,900 295.7 112 Feb 10, 2026 J-GAAP
Revision Rate 0.0% -17.6% -18.8% -6.6% -6.6%

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 494,690 6,815 7,048 4,550 136.0 51 May 13, 2025 J-GAAP
Oct - Mar, 2025 Guidance 502,701 5,217 5,451 4,857 145.1 56 Feb 10, 2026 J-GAAP
YoY +1.6% -23.4% -22.7% +6.7% +6.7%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 944,149 14,508 15,341 10,322 303.0 92.50 May 9, 2024 J-GAAP
Mar, 2025 986,212 14,989 15,617 10,358 309.6 102 May 13, 2025 J-GAAP
Mar, 2026 Guidance 1,006,000 12,600 13,000 9,900 295.7 112 Feb 10, 2026 J-GAAP
YoY +2.0% -15.9% -16.8% -4.4% -4.5%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Oct - Dec, 2024 262,978 4,926 5,208 3,590 107.2 1.9 Feb 6, 2025 J-GAAP
Jan - Mar, 2025 231,712 1,889 1,840 960 28.7 0.8 May 13, 2025 J-GAAP
Apr - Jun, 2025 251,192 4,065 4,152 2,792 83.6 1.6 Aug 5, 2025 J-GAAP
Jul - Sep, 2025 252,107 3,318 3,397 2,251 67.3 1.3 Nov 12, 2025 J-GAAP
Oct - Dec, 2025 264,986 3,972 4,167 2,717 81.2 1.5 Feb 10, 2026 J-GAAP
YoY +0.8% -19.4% -20.0% -24.3% -24.2%

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