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4Cs HD, The Current Fiscal Year Ordinary Profit Revised Downward to a Loss

Wed May 14, 2025 4:00 pm JST Earnings

3726 4Cs HD Co., Ltd. 【J-GAAP】

Earnings Report

4Cs HD Co., Ltd. <3726> [TSE Std] announced its financial results after the market closed on May 14th (16:00). The consolidated ordinary loss for the cumulative second quarter of the fiscal year ending September 2025 (October 2024 to March 2025) expanded to a loss of 72 million yen (compared to a loss of 68 million yen in the same period last year).

In addition, the full-year consolidated ordinary profit/loss has been revised downward from an expected profit of 8 million yen to a loss of 7 million yen (compared to a loss of 129 million yen in the previous period), turning to a loss outlook.

Based on the first-half performance announced by the company and the full-year plan, our calculation indicates that the consolidated ordinary profit/loss for the April to September period (2H) is expected to turn into a profit of 65 million yen (compared to a loss of 61 million yen in the same period last year).

In the most recent three-month period, from January to March (2Q), the consolidated ordinary loss expanded to a loss of 69 million yen (compared to a loss of 35 million yen in the same period last year). The operating profit/loss margin drastically worsened from -6.5% in the same period last year to -11.1%.

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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
Oct - Mar, 2022 1,028 -104 -104 -103 -14.0 ー May 12, 2023 J-GAAP
Oct - Mar, 2023 1,113 -67 -68 -74 -9.3 ー May 10, 2024 J-GAAP
Oct - Mar, 2024 1,190 -73 -72 -58 -5.9 ー May 14, 2025 J-GAAP
YoY +6.9% -9.0% -5.9% +21.6% +36.8%

First Half Results vs. Previous Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Oct - Mar, 2024 Guidance 1,337 -64 -64 -74 -7.4 － Nov 14, 2024 J-GAAP
Oct - Mar, 2024 Results 1,190 -73 -72 -58 -5.9 0 May 14, 2025 J-GAAP
Revision Rate -11.0% -14.1% -12.5% +21.6% +20.4%

Guidance Update

Full Year Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Sep, 2025 Prev 2,799 7 8 7 0.6 － Nov 14, 2024 J-GAAP
Sep, 2025 New 2,647 9 -7 -9 -0.8 － May 14, 2025 J-GAAP
Revision Rate -5.4% +28.6% － － －

Current Period Guidance

Second Half Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Apr - Sep, 2024 1,144 -59 -61 -199 -22.8 0 Nov 14, 2024 J-GAAP
Apr - Sep, 2025 Guidance 1,457 82 65 49 4.5 － May 14, 2025 J-GAAP
YoY +27.4% － － － －

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Sep, 2023 2,136 -214 -216 -272 -35.3 0 Nov 10, 2023 J-GAAP
Sep, 2024 2,257 -126 -129 -273 -31.3 0 Nov 14, 2024 J-GAAP
Sep, 2025 Guidance 2,647 9 -7 -9 -0.8 － May 14, 2025 J-GAAP
YoY +17.3% － +94.6% +96.7% +97.4%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Jan - Mar, 2024 540 -35 -35 -36 -4.5 -6.5 May 10, 2024 J-GAAP
Apr - Jun, 2024 559 -7 -14 -15 -1.8 -1.3 Aug 9, 2024 J-GAAP
Jul - Sep, 2024 585 -52 -47 -184 -21.1 -8.9 Nov 14, 2024 J-GAAP
Oct - Dec, 2024 615 -9 -3 -5 -0.6 -1.5 Feb 14, 2025 J-GAAP
Jan - Mar, 2025 575 -64 -69 -53 -5.4 -11.1 May 14, 2025 J-GAAP
YoY +6.5% -82.9% -97.1% -47.2% -18.9%

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