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DREAMBED, First Half Ordinary Profit Unexpectedly Revised Upward by 19%

Fri Nov 7, 2025 3:00 pm JST Earnings

7791 DREAMBED CO.,LTD. 【J-GAAP】

Earnings Report

DREAMBED CO.,LTD. <7791> [TSE Std] announced its financial results in the afternoon session on November 7th (15:00). The ordinary profit (non-consolidated) for the cumulative second quarter of the fiscal year ending March 2026 (April to September) increased 19.4% from the same period last year, reaching 332 million yen, resulting in an increase in profits compared to the previous forecast of a 24.5% decrease.

Progress toward the full-year plan of 640 million yen was 51.9%, also surpassing the five-year average of 47.5%.

Based on the first-half performance announced by the company and the unchanged full-year plan, our calculation indicates that the ordinary profit for the October to March period (second half) is expected to nearly flat at 308 million yen, up 1.0% from the same period last year.

In the most recent three-month period, from July to September (2Q), the ordinary profit amounted to 136 million yen, an increase of 0.7% compared to the same period last year. However, the operating profit margin remained almost flat, changing from 5.4% in the same period last year to 5.2%.

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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 4,572 74 174 111 27.3 56.7 Nov 9, 2023 J-GAAP
Apr - Sep, 2024 5,379 290 278 185 45.5 47.7 Nov 8, 2024 J-GAAP
Apr - Sep, 2025 5,620 347 332 221 54.1 51.9 Nov 7, 2025 J-GAAP
YoY +4.5% +19.7% +19.4% +19.5% +18.8%

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 5,650 230 210 145 35.2 17 May 9, 2025 J-GAAP
Apr - Sep, 2025 Results 5,620 347 332 221 54.1 17 Nov 7, 2025 J-GAAP
Revision Rate -0.5% +50.9% +58.1% +52.4% +53.8%

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 6,130 305 305 230 56.3 17 May 9, 2025 J-GAAP
Oct - Mar, 2025 Guidance 6,280 333 308 219 53.1 17 Nov 7, 2025 J-GAAP
YoY +2.4% +9.2% +1.0% -4.8% -5.5%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 9,708 191 307 254 62.0 32 May 10, 2024 J-GAAP
Mar, 2025 11,509 595 583 415 101.5 33 May 9, 2025 J-GAAP
Mar, 2026 Guidance 11,900 680 640 440 106.8 34 May 9, 2025 J-GAAP
YoY +3.4% +14.3% +9.8% +6.0% +5.2%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Jul - Sep, 2024 2,657 144 135 91 22.4 5.4 Nov 8, 2024 J-GAAP
Oct - Dec, 2024 3,048 278 272 184 45.1 9.1 Feb 12, 2025 J-GAAP
Jan - Mar, 2025 3,082 27 33 46 11.3 0.9 May 9, 2025 J-GAAP
Apr - Jun, 2025 2,850 203 196 131 32.1 7.1 Aug 8, 2025 J-GAAP
Jul - Sep, 2025 2,770 144 136 90 22.0 5.2 Nov 7, 2025 J-GAAP
YoY +4.3% 0.0% +0.7% -1.1% -1.7%

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