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ASAHI Net, Ordinary Profit Forecast for the Fiscal Year Revised Downward to an Unexpected 26% Decrease

Fri Feb 13, 2026 3:30 pm JST Earnings

3834 ASAHI Net, Inc. 【J-GAAP】

Earnings Report

ASAHI Net, Inc. <3834> [TSE Prime] announced its financial results after the market closed on February 13th (15:30). The ordinary profit (non-consolidated) for the cumulative third quarter of the fiscal year ending March 2026 (April to December) decreased 18.0% from the same period last year to 1.50 billion yen.

In addition, the full-year forecast for ordinary profit has decreased 26.6%, from the previous forecast of 2.37 billion yen to 1.73 billion yen (compared to 2.36 billion yen in the previous period). This changes the outlook from an anticipated profit increase to a projection of a 26.4% decrease in profit.

Based on the full-year plan announced by the company after the downward revision, our estimate of the ordinary profit for the October to March period (second half) has decreased 47.1%, from the previous forecast of 1.34 billion yen to 0.71 billion yen (compared to 1.08 billion yen in the same period of the previous year). This changes the outlook from an anticipated profit increase to a projection of a 34.7% decrease in profit.

In the most recent three-month period, from October to December (3Q), the ordinary profit decreased to 0.48 billion yen, a 15.0% decrease compared to the same period last year. The operating profit margin decreased from 17.2% in the same period last year to 13.9%.

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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 9,067 1,335 1,346 892 32.1 67.8 Feb 6, 2024 J-GAAP
Apr - Dec, 2024 9,772 1,830 1,841 1,368 50.7 77.9 Feb 13, 2025 J-GAAP
Apr - Dec, 2025 10,117 1,489 1,509 1,061 40.7 86.8 Feb 13, 2026 J-GAAP
YoY +3.5% -18.6% -18.0% -22.4% -19.6%

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 6,775 1,333 1,341 934 36.0 12.50 Nov 7, 2025 J-GAAP
Oct - Mar, 2025 New 6,675 708 710 492 19.0 12.50 Feb 13, 2026 J-GAAP
Revision Rate -1.5% -46.9% -47.1% -47.3% -47.3%

Full Year Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2026 Prev 13,500 2,350 2,370 1,659 64.0 25 May 9, 2025 J-GAAP
Mar, 2026 New 13,400 1,725 1,739 1,217 47.0 25 Feb 13, 2026 J-GAAP
Revision Rate -0.7% -26.6% -26.6% -26.6% -26.6%

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 6,582 1,080 1,088 775 28.8 12.50 May 9, 2025 J-GAAP
Oct - Mar, 2025 Guidance 6,675 708 710 492 19.0 12.50 Feb 13, 2026 J-GAAP
YoY +1.4% -34.4% -34.7% -36.5% -34.0%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 12,217 1,965 1,986 1,289 46.5 23 May 9, 2024 J-GAAP
Mar, 2025 13,078 2,345 2,364 1,752 65.0 24.50 May 9, 2025 J-GAAP
Mar, 2026 Guidance 13,400 1,725 1,739 1,217 47.0 25 Feb 13, 2026 J-GAAP
YoY +2.5% -26.4% -26.4% -30.5% -27.7%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Oct - Dec, 2024 3,276 565 565 391 14.5 17.2 Feb 13, 2025 J-GAAP
Jan - Mar, 2025 3,306 515 523 384 14.2 15.6 May 9, 2025 J-GAAP
Apr - Jun, 2025 3,360 504 512 362 13.8 15.0 Aug 8, 2025 J-GAAP
Jul - Sep, 2025 3,365 513 517 363 13.9 15.2 Nov 7, 2025 J-GAAP
Oct - Dec, 2025 3,392 472 480 336 12.9 13.9 Feb 13, 2026 J-GAAP
YoY +3.5% -16.5% -15.0% -14.1% -11.0%

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