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

Fri Nov 7, 2025 3:30 pm JST Earnings

2378 RENAISSANCE,INCORPORATED 【J-GAAP】

Earnings Report

RENAISSANCE,INCORPORATED <2378> [TSE Prime] announced its financial results after the market closed on November 7th (15:30). The consolidated ordinary profit/loss for the cumulative second quarter of the fiscal year ending March 2026 (April to September) turned into a loss of 0.34 billion yen (compared to a profit of 0.44 billion yen in the same period last year), reversing from the forecast of a 0.10 billion yen to a loss.

In addition, the full-year forecast for consolidated ordinary profit has decreased 35.7%, from the previous forecast of 1.40 billion yen to 0.90 billion yen (compared to 1.22 billion yen in the previous period). This changes the outlook from an anticipated profit increase to a projection of a 26.5% decrease in profit.

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 October to March period (second half) is expected to expand 60.2% from the same period last year, reaching 1.24 billion yen.

In the most recent three-month period, from July to September (2Q), the consolidated ordinary profit decreased to 0.17 billion yen, a 20.9% decrease compared to the same period last year. The operating profit margin worsened from 3.1% in the same period last year to 2.1%.

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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
Apr - Sep, 2023 21,155 281 214 150 7.5 38.0 Nov 10, 2023 J-GAAP
Apr - Sep, 2024 31,367 851 445 216 10.9 36.4 Nov 8, 2024 J-GAAP
Apr - Sep, 2025 31,702 59 -348 24 0.8 ー Nov 7, 2025 J-GAAP
YoY +1.1% -93.1% － -88.9% -92.9%

First Half Results vs. Previous Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Apr - Sep, 2025 Guidance 32,500 500 100 10 0.5 4 May 9, 2025 J-GAAP
Apr - Sep, 2025 Results 31,702 59 -348 24 0.8 4 Nov 7, 2025 J-GAAP
Revision Rate -2.5% -88.2% － +140.0% +45.3%

Guidance Update

Full Year Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2026 Prev 67,000 2,200 1,400 850 43.8 13 May 9, 2025 J-GAAP
Mar, 2026 New 66,000 1,700 900 500 25.3 13 Nov 7, 2025 J-GAAP
Revision Rate -1.5% -22.7% -35.7% -41.2% -42.2%

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 32,370 1,095 779 550 28.4 9 May 9, 2025 J-GAAP
Oct - Mar, 2025 Guidance 34,298 1,641 1,248 476 24.1 9 Nov 7, 2025 J-GAAP
YoY +6.0% +49.9% +60.2% -13.5% -15.0%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 43,627 1,261 563 633 32.5 10 May 10, 2024 J-GAAP
Mar, 2025 63,737 1,946 1,224 766 39.5 12 May 9, 2025 J-GAAP
Mar, 2026 Guidance 66,000 1,700 900 500 25.3 13 Nov 7, 2025 J-GAAP
YoY +3.6% -12.6% -26.5% -34.7% -35.9%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Jul - Sep, 2024 15,932 491 215 21 1.1 3.1 Nov 8, 2024 J-GAAP
Oct - Dec, 2024 16,205 831 744 508 26.3 5.1 Feb 7, 2025 J-GAAP
Jan - Mar, 2025 16,165 264 35 42 2.2 1.6 May 9, 2025 J-GAAP
Apr - Jun, 2025 15,560 -280 -518 50 2.4 -1.8 Aug 8, 2025 J-GAAP
Jul - Sep, 2025 16,142 339 170 -26 -0.8 2.1 Nov 7, 2025 J-GAAP
YoY +1.3% -31.0% -20.9% － －

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