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Link-U Group, Net Income Forecast for the Fiscal Year Revised Downward to 150-200 Million Yen

Mon Mar 16, 2026 4:00 pm JST Earnings

4446 Link-U Group Inc. 【J-GAAP】

Earnings Report

Link-U Group Inc. <4446> [TSE Prime] announced its financial results (based on IFRS) after the market closed on March 16th (16:00). The consolidated net income for the cumulative second quarter of the fiscal year ending July 2026 (August 2025 to January 2026) significantly dropped 95.8% from the same period last year to 4 million yen.

In addition, the full-year forecast for consolidated net income has been revised downward from the previous estimate of 308 million yen to a new range of 150 million to 200 million yen.

In the most recent three-month period, from November to January (2Q), the consolidated net income dropped to 42 million yen, a 40.8% decrease compared to the same period last year. The operating profit margin significantly dropped from 13.1% in the same period last year to 8.3%.

Note: If the earnings forecast is disclosed as a range, the article is based on the midpoint of that range.

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Actual Results

Accumulated Results 2nd Quarter
Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Progress Rate vs. First Half Announce Accounting Standards
Aug - Jan, 2023 1,653 271 269 159 11.2 86.8 Mar 15, 2024 IFRS
Aug - Jan, 2024 2,624 303 298 95 6.7 96.8 Mar 14, 2025 IFRS
Aug - Jan, 2025 2,285 56 51 4 0.3 15.0 Mar 16, 2026 IFRS
YoY -12.9% -81.5% -82.9% -95.8% -95.7%

First Half Results vs. Previous Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Aug - Jan, 2025 Guidance ー ー ー ー － 0 Sep 12, 2025 IFRS
Aug - Jan, 2025 Results 2,285 56 51 4 0.3 0 Mar 16, 2026 IFRS
Revision Rate － － － － －

Guidance Update

Full Year Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Jul, 2026 Prev 6,000 600 579 308 21.7 0 Sep 12, 2025 IFRS
Jul, 2026 New 5,000 360 340 175 12.4 0 Mar 16, 2026 IFRS
Revision Rate -16.7% -40.0% -41.3% -43.2% -43.2%

Current Period Guidance

Second Half Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Feb - Jul, 2025 2,211 23 10 52 3.7 0 Sep 12, 2025 IFRS
Feb - Jul, 2026 Guidance 2,715 304 289 171 12.1 0 Mar 16, 2026 IFRS
YoY +22.8% +1,221.7% +2,790.0% +228.8% +227.1%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Jul, 2024 3,671 312 310 157 11.1 0 Sep 13, 2024 IFRS
Jul, 2025 4,835 326 308 147 10.4 0 Sep 12, 2025 IFRS
Jul, 2026 Guidance 5,000 360 340 175 12.4 0 Mar 16, 2026 IFRS
YoY +3.4% +10.4% +10.4% +19.0% +18.3%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Nov - Jan, 2024 1,344 176 173 71 5.0 13.1 Mar 14, 2025 IFRS
Feb - Apr, 2025 1,057 -25 -35 -34 -2.4 -2.4 Jun 13, 2025 IFRS
May - Jul, 2025 1,154 48 45 86 6.1 4.2 Sep 12, 2025 IFRS
Aug - Oct, 2025 1,089 -43 -44 -38 -2.7 -3.9 Dec 12, 2025 IFRS
Nov - Jan, 2025 1,196 99 95 42 3.1 8.3 Mar 16, 2026 IFRS
YoY -11.0% -43.8% -45.1% -40.8% -39.5%

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