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Drecom, Ordinary Profit Forecast for Last Fiscal Year Revised Downward by 25%

Thu Apr 23, 2026 3:30 pm JST Revision

3793 Drecom Co.,Ltd. 【J-GAAP】

Guidance Update Report

Drecom Co.,Ltd. <3793> [TSE Growth] announced a performance revision after the market closed on April 23rd (15:30). The consolidated ordinary profit forecast for the fiscal year ending March 2026 has decreased 25.0%, from the previous forecast of 0.40 billion yen to 0.30 billion yen (compared to 0.05 billion yen in the previous period), leading to a reduction in the profit growth rate from 7.5 times to 5.7 times. However, the full-year forecast for consolidated net income has been revised upward from an expected loss of 1.30 billion yen to a profit of 0.20 billion yen (compared to a loss of 1.03 billion yen in the previous period), turning to a profit.

Based on the downwardly revised full-year plan announced by the company, our calculation indicates that the October to March period (second half) consolidated ordinary profit has decreased 9.8%, from the previous forecast of 1.01 billion yen to 0.91 billion yen (compared to 0.40 billion yen in the same period of the previous year), leading to a reduction in the profit growth rate from 2.5 times to 2.3 times.

Kabutan News

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 9,262M 1,074M 1,016M 1,062M 36.7 0 Jan 29, 2026 J-GAAP
Oct - Mar, 2025 New 9,262M 974M 916M 2,562M 88.8 0 Apr 23, 2026 J-GAAP
Revision Rate 0.0% -9.3% -9.8% +141.2% +141.8%
Full Year Update
Fiscal Year Revenue Operating
Profit
Ordinary
Profit
Net
Profit
Adj.
EPS
Adj.
Dividend
Announce Accounting
Standards
Mar, 2026 Prev 17,500M 500M 400M -1,300M -44.9 0 Jan 29, 2026 J-GAAP
Mar, 2026 New 17,500M 400M 300M 200M 6.9 0 Apr 23, 2026 J-GAAP
Revision Rate 0.0% -20.0% -25.0%

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
8,637M 427M 407M -13M -0.5 0 May 12, 2025 J-GAAP
Guidance
Oct - Mar, 2025
9,262M 974M 916M 2,562M 88.8 0 Apr 23, 2026 J-GAAP
YoY +7.2% +128.1% +125.1%
Current Period Guidance
Fiscal Year Revenue Operating
Profit
Ordinary
Profit
Net
Profit
Adj.
EPS
Adj.
Dividend
Announce Accounting
Standards
Mar, 2024
9,779M 903M 793M 104M 3.6 0 May 13, 2024 J-GAAP
Mar, 2025
12,655M 112M 53M -1,035M -36.1 0 May 12, 2025 J-GAAP
Guidance
Mar, 2026
17,500M 400M 300M 200M 6.9 0 Apr 23, 2026 J-GAAP
YoY +38.3% +257.1% +466.0%