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Drecom, Jul-Sep (2Q) Net Income Loss Narrows

Wed Oct 29, 2025 3:30 pm JST Earnings

3793 Drecom Co.,Ltd. 【J-GAAP】

Earnings Report

Drecom Co.,Ltd. <3793> [TSE Growth] announced its financial results after the market closed on October 29th (15:30). The consolidated net loss for the cumulative second quarter of the fiscal year ending March 2026 (April to September) expanded to a loss of 2.36 billion yen (compared to a loss of 1.02 billion yen in the same period last year).

Based on the first-half performance announced by the company and the unchanged full-year plan, our calculation indicates that the consolidated net income/loss for the October to March period (second half) is expected to turn into a profit of 1.06 billion yen (compared to a loss of 0.01 billion yen in the same period last year).

In the most recent three-month period, from July to September (2Q), the consolidated net loss improved to a deficit of 0.56 billion yen (compared to a loss of 0.86 billion yen in the same period last year). The operating profit/loss margin remained almost flat, changing from -13.1% in the same period last year to -13.1%.

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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 5,091 472 453 -169 -5.9 57.1 Oct 26, 2023 J-GAAP
Apr - Sep, 2024 4,018 -315 -354 -1,022 -35.7 ー Oct 29, 2024 J-GAAP
Apr - Sep, 2025 8,238 -574 -616 -2,362 -82.1 ー Oct 29, 2025 J-GAAP
YoY +105.0% -82.2% -74.0% -131.1% -130.0%

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 ー ー ー ー － 0 May 12, 2025 J-GAAP
Apr - Sep, 2025 Results 8,238 -574 -616 -2,362 -82.1 0 Oct 29, 2025 J-GAAP
Revision Rate － － － － －

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 8,637 427 407 -13 -0.5 0 May 12, 2025 J-GAAP
Oct - Mar, 2025 Guidance 9,262 1,074 1,016 1,062 36.7 － Oct 29, 2025 J-GAAP
YoY +7.2% +151.5% +149.6% － －

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 9,779 903 793 104 3.6 0 May 13, 2024 J-GAAP
Mar, 2025 12,655 112 53 -1,035 -36.1 0 May 12, 2025 J-GAAP
Mar, 2026 Guidance 17,500 500 400 -1,300 -44.9 － Jul 29, 2025 J-GAAP
YoY +38.3% +346.4% +654.7% -25.6% -24.5%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Jul - Sep, 2024 1,896 -248 -266 -869 -30.3 -13.1 Oct 29, 2024 J-GAAP
Oct - Dec, 2024 4,182 289 276 199 7.0 6.9 Jan 30, 2025 J-GAAP
Jan - Mar, 2025 4,455 138 131 -212 -7.4 3.1 May 12, 2025 J-GAAP
Apr - Jun, 2025 4,466 -81 -107 -1,799 -62.6 -1.8 Jul 29, 2025 J-GAAP
Jul - Sep, 2025 3,772 -493 -509 -563 -19.6 -13.1 Oct 29, 2025 J-GAAP
YoY +98.9% -98.8% -91.4% +35.2% +35.5%

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