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CLUSTER TECH, Ordinary Profit Forecast for the Fiscal Year Revised Upward by 17%, Raises Record High Profit Forecast

Fri Nov 14, 2025 4:00 pm JST Earnings

4240 CLUSTER TECHNOLOGY CO.,LTD. 【J-GAAP】

Earnings Report

CLUSTER TECHNOLOGY CO.,LTD. <4240> [TSE Growth] announced its financial results after the market closed on November 14th (16:00). The ordinary profit (non-consolidated) for the cumulative second quarter of the fiscal year ending March 2026 (April to September) surged 5.5 times that of the same period last year, reaching 115 million yen, exceeded the previous forecast of 82 million yen.

In addition, the full-year forecast for ordinary profit has been revised upward 17.5%, from the previous forecast of 143 million yen to 168 million yen (compared to 110 million yen in the previous period), increasing the growth rate from 30.0% to 52.7%, further surpassing the previous forecast of record-high profits for two consecutive terms.

Based on the first-half performance announced by the company and the full-year plan, our calculation indicates that the ordinary profit for the October to March period (second half) is expected to drop 40.4% from the same period last year to 53 million yen.

In the most recent three-month period, from July to September (2Q), the ordinary profit surged 8.6 times that of the same period last year, reaching 69 million yen. The operating profit margin drastically improved from 3.7% in the same period last year to 19.4%.

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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 435 33 34 26 4.7 48.6 Nov 14, 2023 J-GAAP
Apr - Sep, 2024 439 20 21 16 2.8 19.1 Nov 14, 2024 J-GAAP
Apr - Sep, 2025 664 113 115 104 18.4 68.5 Nov 14, 2025 J-GAAP
YoY +51.3% +465.0% +447.6% +550.0% +554.4%

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 642 80 82 67 11.8 0 Aug 8, 2025 J-GAAP
Apr - Sep, 2025 Results 664 113 115 104 18.4 0 Nov 14, 2025 J-GAAP
Revision Rate +3.4% +41.3% +40.2% +55.2% +56.2%

Guidance Update

Full Year Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2026 Prev 1,205 140 143 92 16.2 4 Aug 8, 2025 J-GAAP
Mar, 2026 New 1,290 165 168 112 19.7 4 Nov 14, 2025 J-GAAP
Revision Rate +7.1% +17.9% +17.5% +21.7% +21.7%

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 583 88 89 84 14.9 4 May 15, 2025 J-GAAP
Oct - Mar, 2025 Guidance 626 52 53 8 1.4 4 Nov 14, 2025 J-GAAP
YoY +7.4% -40.9% -40.4% -90.5% -90.5%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 918 68 70 57 10.1 0 May 15, 2024 J-GAAP
Mar, 2025 1,022 108 110 100 17.7 4 May 15, 2025 J-GAAP
Mar, 2026 Guidance 1,290 165 168 112 19.7 4 Nov 14, 2025 J-GAAP
YoY +26.2% +52.8% +52.7% +12.0% +11.3%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Jul - Sep, 2024 214 8 8 8 1.4 3.7 Nov 14, 2024 J-GAAP
Oct - Dec, 2024 251 24 25 16 2.9 9.6 Feb 14, 2025 J-GAAP
Jan - Mar, 2025 332 64 64 68 12.0 19.3 May 15, 2025 J-GAAP
Apr - Jun, 2025 313 45 46 35 6.3 14.4 Aug 8, 2025 J-GAAP
Jul - Sep, 2025 351 68 69 69 12.2 19.4 Nov 14, 2025 J-GAAP
YoY +64.0% +750.0% +762.5% +762.5% +765.2%

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