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YRGLM, Ordinary Profit Forecast for the Fiscal Year Revised Upward to an Unexpected 8% Increase

Fri May 8, 2026 3:30 pm JST Earnings

3690 YRGLM Inc. 【J-GAAP】

Earnings Report

YRGLM Inc. <3690> [TSE Std] announced its financial results after the market closed on May 8th (15:30). The consolidated ordinary profit for the cumulative second quarter of the fiscal year ending September 2026 (October 2025 to March 2026) surged 4.3 times that of the same period last year, reaching 281 million yen.

In addition, the full-year forecast for consolidated ordinary profit has been revised upward 25.0%, from the previous forecast of 240 million yen to 300 million yen (compared to 279 million yen in the previous period), turning to a 7.5% increase in the consolidated ordinary profit outlook.

Based on the first-half performance announced by the company and the full-year plan, our calculation indicates that the consolidated ordinary profit for the April to September period (second half) is expected to significant drop 91.1% from the same period last year to 19 million yen.

In the most recent three-month period, from January to March (2Q), the consolidated ordinary profit surged 2.4 times that of the same period last year, reaching 117 million yen. The operating profit margin significantly improved from 4.0% in the same period last year to 7.3%.

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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
Oct - Mar, 2023 1,851 106 107 52 8.5 66.0 May 8, 2024 J-GAAP
Oct - Mar, 2024 2,382 71 65 26 4.3 23.3 May 7, 2025 J-GAAP
Oct - Mar, 2025 2,886 285 281 203 32.7 93.7 May 8, 2026 J-GAAP
YoY +21.2% +301.4% +332.3% +680.8% +654.4%

First Half Results vs. Previous Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Oct - Mar, 2025 Guidance ー ー ー ー － 0 Nov 6, 2025 J-GAAP
Oct - Mar, 2025 Results 2,886 285 281 203 32.7 0 May 8, 2026 J-GAAP
Revision Rate － － － － －

Guidance Update

Full Year Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Sep, 2026 Prev 6,150 260 240 130 20.6 8 Feb 5, 2026 J-GAAP
Sep, 2026 New 5,950 320 300 200 31.7 8 May 8, 2026 J-GAAP
Revision Rate -3.3% +23.1% +25.0% +53.8% +53.8%

Current Period Guidance

Second Half Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Apr - Sep, 2025 2,552 207 214 -168 -27.2 7.90 Nov 6, 2025 J-GAAP
Apr - Sep, 2026 Guidance 3,064 35 19 -3 -0.5 8 May 8, 2026 J-GAAP
YoY +20.1% -83.1% -91.1% +98.2% +98.2%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Sep, 2024 3,636 164 162 68 11.1 7.80 Nov 6, 2024 J-GAAP
Sep, 2025 4,934 278 279 -142 -23.0 7.90 Nov 6, 2025 J-GAAP
Sep, 2026 Guidance 5,950 320 300 200 31.7 8 May 8, 2026 J-GAAP
YoY +20.6% +15.1% +7.5% － －

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Jan - Mar, 2025 1,215 48 48 22 3.7 4.0 May 7, 2025 J-GAAP
Apr - Jun, 2025 1,254 90 100 81 13.1 7.2 Aug 4, 2025 J-GAAP
Jul - Sep, 2025 1,298 117 114 -249 -40.3 9.0 Nov 6, 2025 J-GAAP
Oct - Dec, 2025 1,292 169 164 117 19.0 13.1 Feb 5, 2026 J-GAAP
Jan - Mar, 2026 1,594 116 117 86 13.9 7.3 May 8, 2026 J-GAAP
YoY +31.2% +141.7% +143.8% +290.9% +277.9%

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