Bizmates, Ordinary Profit Forecast for the Fiscal Year Revised Downward to an Unexpected 26% Decrease, Dividend Effectively Reduced

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Fri Nov 14, 2025 3:30 pm JST Earnings

9345 Bizmates, Inc. 【J-GAAP】

Earnings Report

Bizmates, Inc. <9345> [TSE Growth] announced its financial results after the market closed on November 14th (15:30). The consolidated ordinary profit for the cumulative third quarter of the fiscal year ending December 2025 (January to September) decreased 16.3% from the same period last year to 200 million yen.

In addition, the full-year forecast for consolidated ordinary profit has decreased 41.6%, from the previous forecast of 428 million yen to 250 million yen (compared to 340 million 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 full-year plan announced by the company after the downward revision, our estimate of the consolidated ordinary profit for the July to December period (second half) has decreased 54.9%, from the previous forecast of 324 million yen to 146 million yen (compared to 203 million yen in the same period of the previous year). This changes the outlook from an anticipated profit increase to a projection of a 28.1% decrease in profit.

At the same time, due to a planned 2-for-1 forward stock split is scheduled for September 30, the year-end lump-sum dividend for the current fiscal year has been revised from the original plan of 20 yen to 15 yen (equivalent to 30 yen before the forward stock split) This effectively represents a -25.0% reduced in the annual dividend.

In the most recent three-month period, from July to September (3Q), the consolidated ordinary profit decreased to 96 million yen, a 5.9% decrease compared to the same period last year. The operating profit margin decreased from 11.6% in the same period last year to 10.9%.

Kabutan News

Actual Results

Accumulated Results 3rd Quarter

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Progress Rate vs. First Half	Announce	Accounting Standards
Jan - Sep, 2023	2,315	221	196	124	41.0	61.6	Nov 14, 2023	J-GAAP
Jan - Sep, 2024	2,561	266	239	151	47.6	70.3	Nov 14, 2024	J-GAAP
Jan - Sep, 2025	2,612	209	200	136	42.2	80.0	Nov 14, 2025	J-GAAP
YoY	+2.0%	-21.4%	-16.3%	-9.9%	-11.4%

Guidance Update

Second Half Update

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Jul - Dec, 2025 Prev	2,089	323	324	198	61.0	20	Aug 14, 2025	J-GAAP
Jul - Dec, 2025 New	1,769	148	146	95	29.3	15	Nov 14, 2025	J-GAAP
Revision Rate	-15.3%	-54.2%	-54.9%	-52.0%	-52.0%

Full Year Update

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Dec, 2025 Prev	3,817	436	428	268	82.5	20	Aug 14, 2025	J-GAAP
Dec, 2025 New	3,497	261	250	165	50.8	15	Nov 14, 2025	J-GAAP
Revision Rate	-8.4%	-40.1%	-41.6%	-38.4%	-38.4%

Current Period Guidance

Second Half Results

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Jul - Dec, 2024	1,810	216	203	142	44.7	15	Feb 14, 2025	J-GAAP
Jul - Dec, 2025 Guidance	1,769	148	146	95	29.3	15	Nov 14, 2025	J-GAAP
YoY	-2.3%	-31.5%	-28.1%	-33.1%	-34.6%

Current Period Guidance

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Dec, 2023	3,135	348	318	199	65.1	0	Feb 14, 2024	J-GAAP
Dec, 2024	3,474	378	340	229	72.1	15	Feb 14, 2025	J-GAAP
Dec, 2025 Guidance	3,497	261	250	165	50.8	15	Nov 14, 2025	J-GAAP
YoY	+0.7%	-31.0%	-26.5%	-27.9%	-29.6%

Quarterly Results

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Operating Profit Margin	Announce	Accounting Standards
Jul - Sep, 2024	897	104	102	64	20.2	11.6	Nov 14, 2024	J-GAAP
Oct - Dec, 2024	913	112	101	78	24.6	12.3	Feb 14, 2025	J-GAAP
Jan - Mar, 2025	876	79	75	52	16.4	9.0	May 15, 2025	J-GAAP
Apr - Jun, 2025	852	34	29	18	5.6	4.0	Aug 14, 2025	J-GAAP
Jul - Sep, 2025	884	96	96	66	20.5	10.9	Nov 14, 2025	J-GAAP
YoY	-1.4%	-7.7%	-5.9%	+3.1%	+1.5%