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ARCLANDS, Ordinary Profit Forecast for the Fiscal Year Revised Downward by 26%

Tue Jan 6, 2026 3:30 pm JST Earnings

9842 ARCLANDS CORPORATION 【J-GAAP】

Earnings Report

ARCLANDS CORPORATION <9842> [TSE Prime] announced its financial results after the market closed on January 6th (15:30). The consolidated ordinary profit for the cumulative third quarter of the fiscal year ending February 2026 (March to November) decreased 27.4% from the same period last year to 11.4 billion yen.

In addition, the full-year forecast for consolidated ordinary profit has decreased 26.3%, from the previous forecast of 19.0 billion yen to 14.0 billion yen (compared to 19.1 billion yen in the previous period), leading to an increase in the profit decline rate from 0.9% to 27.0%.

Based on the full-year plan announced by the company after the downward revision, our estimate of the consolidated ordinary profit for the September to February period (second half) has decreased 48.8%, from the previous forecast of 10.2 billion yen to 5.24 billion yen (compared to 9.00 billion yen in the same period of the previous year). This changes the outlook from an anticipated profit increase to a projection of a 41.8% decrease in profit.

In the most recent three-month period, from September to November (3Q), the consolidated ordinary profit significantly dropped to 2.64 billion yen, a 52.4% decrease compared to the same period last year. The operating profit margin remained almost flat, changing from 3.2% in the same period last year to 3.2%.

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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
Mar - Nov, 2023 235,625 12,207 12,428 9,019 188.5 74.9 Jan 12, 2024 J-GAAP
Mar - Nov, 2024 237,813 12,702 15,713 9,743 156.4 82.0 Jan 7, 2025 J-GAAP
Mar - Nov, 2025 256,166 11,597 11,403 7,071 113.3 81.5 Jan 6, 2026 J-GAAP
YoY +7.7% -8.7% -27.4% -27.4% -27.6%

Guidance Update

Second Half Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Sep - Feb, 2025 Prev 164,248 10,422 10,240 5,920 94.2 20 Oct 3, 2025 J-GAAP
Sep - Feb, 2025 New 171,748 5,622 5,240 2,320 36.9 20 Jan 6, 2026 J-GAAP
Revision Rate +4.6% -46.1% -48.8% -60.8% -60.8%

Full Year Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Feb, 2026 Prev 335,000 19,300 19,000 11,600 184.6 40 Apr 11, 2025 J-GAAP
Feb, 2026 New 342,500 14,500 14,000 8,000 127.3 40 Jan 6, 2026 J-GAAP
Revision Rate +2.2% -24.9% -26.3% -31.0% -31.0%

Current Period Guidance

Second Half Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Sep - Feb, 2024 156,574 6,053 9,003 3,848 61.8 20 Apr 11, 2025 J-GAAP
Sep - Feb, 2025 Guidance 171,748 5,622 5,240 2,320 36.9 20 Jan 6, 2026 J-GAAP
YoY +9.7% -7.1% -41.8% -39.7% -40.2%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Feb, 2024 310,697 16,113 16,594 9,125 177.2 40 Apr 12, 2024 J-GAAP
Feb, 2025 315,727 16,231 19,169 10,126 162.6 40 Apr 11, 2025 J-GAAP
Feb, 2026 Guidance 342,500 14,500 14,000 8,000 127.3 40 Jan 6, 2026 J-GAAP
YoY +8.5% -10.7% -27.0% -21.0% -21.7%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Sep - Nov, 2024 78,660 2,524 5,547 3,465 55.6 3.2 Jan 7, 2025 J-GAAP
Dec - Feb, 2024 77,914 3,529 3,456 383 6.2 4.5 Apr 11, 2025 J-GAAP
Mar - May, 2025 81,526 4,214 4,308 2,885 46.3 5.2 Jul 1, 2025 J-GAAP
Jun - Aug, 2025 89,226 4,664 4,452 2,795 44.9 5.2 Oct 3, 2025 J-GAAP
Sep - Nov, 2025 85,414 2,719 2,643 1,391 22.3 3.2 Jan 6, 2026 J-GAAP
YoY +8.6% +7.7% -52.4% -59.9% -59.9%

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