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Rengo, Ordinary Profit Forecast for Last Fiscal Year Revised Downward to an Unexpected 6% Decrease

Fri Apr 24, 2026 3:30 pm JST Revision

3941 Rengo Co., Ltd. 【J-GAAP】

Guidance Update Report

Rengo Co., Ltd. <3941> [TSE Prime] announced a performance revision after the market closed on April 24th (15:30). The consolidated ordinary profit forecast for the fiscal year ending March 2026 has decreased 7.5%, from the previous forecast of 40.0 billion yen to 37.0 billion yen (compared to 39.1 billion yen in the previous period). This changes the outlook from an anticipated profit increase to a projection of a 5.6% decrease in 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 15.0%, from the previous forecast of 19.9 billion yen to 16.9 billion yen (compared to 17.3 billion yen in the same period of the previous year). This changes the outlook from an anticipated profit increase to a projection of a 2.0% decrease in profit.

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 507,780 20,026 19,963 12,967 52.3 20 Nov 6, 2025 J-GAAP
Oct - Mar, 2025 New 507,780 17,026 16,963 9,967 40.2 20 Apr 24, 2026 J-GAAP
Revision Rate 0.0% -15.0% -15.0% -23.1% -23.1%

Full Year Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2026 Prev 1,005,000 40,000 40,000 24,000 96.8 40 Nov 6, 2025 J-GAAP
Mar, 2026 New 1,005,000 37,000 37,000 21,000 84.7 40 Apr 24, 2026 J-GAAP
Revision Rate 0.0% -7.5% -7.5% -12.5% -12.5%

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 498,117 17,610 17,307 10,096 40.7 15 May 9, 2025 J-GAAP
Oct - Mar, 2025 Guidance 507,780 17,026 16,963 9,967 40.2 20 Apr 24, 2026 J-GAAP
YoY +1.9% -3.3% -2.0% -1.3% -1.4%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 900,791 48,855 47,984 33,025 133.3 30 May 10, 2024 J-GAAP
Mar, 2025 993,251 37,408 39,178 28,979 116.9 30 May 9, 2025 J-GAAP
Mar, 2026 Guidance 1,005,000 37,000 37,000 21,000 84.7 40 Apr 24, 2026 J-GAAP
YoY +1.2% -1.1% -5.6% -27.5% -27.6%

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