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Revision of earnings forecasts2160GNI Group Ltd.Pharmaceuticals

Notice Regarding Revisions to Full-Year Earnings Forecast

Following the consolidation of あゆみ製薬ホールディングス as a consolidated subsidiary, the consolidated revenue forecast for the fiscal year ending December 2026 has been significantly increased. Profit forecasts, including operating profit, remain undisclosed due to the high level of uncertainty surrounding F351-related investments and research and development expenses.

Worth reading
62In focus
Scored from 4 of 5 sections
Direction
Improvement
Direction inferred from the company’s description.
Scale
20169
¥ million
Wording
Avoiding a definitive answer
How definitive the wording is.

Revised forecast

Fiscal year ending December 2026 · Full yearPrevious forecast published 31 March 2026
Net Sales27,158→47,327million
+74.3%

The bar length represents the relative magnitude of change, based on the item that changed the most in this document. The percentage change shown by the dotted line is calculated from the two reported figures because the company did not provide the rate.

Reason for the revision

As あゆみ製薬ホールディングス and its subsidiaries became consolidated subsidiaries on 1 July 2026, their revenue has been incorporated into the consolidated forecast from the second half of the fiscal year (third quarter). Profit items have been left undisclosed because the feasibility, timing and scale of upfront investments related to F351, as well as research and development expenses related to clinical trials in the United States and elsewhere, remain undetermined, making it impossible to accurately estimate the costs.

Previous-period resultsRevenue ¥26,840 million / Operating profit -¥3,471 million / Income before taxes -¥4,634 million / Profit for the period -¥7,150 million / Profit for the period attributable to owners of the parent -¥4,244 million / Basic earnings per share -¥80.90
Consolidated / non-consolidatedConsolidated
Revised forecast
ItemDetails
Net Sales¥27,158 million → ¥47,327 million(74.3%)
Fiscal Period CoveredFiscal year ending December 2026
Period CoveredFull year
Publication date of previous forecast31 March 2026
Previous-period resultsRevenue ¥26,840 million / Operating profit -¥3,471 million / Income before taxes -¥4,634 million / Profit for the period -¥7,150 million / Profit for the period attributable to owners of the parent -¥4,244 million / Basic earnings per share -¥80.90
Reason for the revisionAs あゆみ製薬ホールディングス and its subsidiaries became consolidated subsidiaries on 1 July 2026, their revenue has been incorporated into the consolidated forecast from the second half of the fiscal year (third quarter). Profit items have been left undisclosed because the feasibility, timing and scale of upfront investments related to F351, as well as research and development expenses related to clinical trials in the United States and elsewhere, remain undetermined, making it impossible to accurately estimate the costs.
Consolidated / non-consolidatedConsolidated
Items this document does not state (6)
Operating profitOrdinary incomeProfit attributable to owners of the parentNet income per shareDetails and amount of extraordinary lossDividend forecast revision

These are items the company does not state in this document. We do not leave them blank, nor fill them in from other sources or by inference.

The reasons the company gives

The company's own explanation, not something inferred from the numbers.

As the acquisition of all shares in あゆみ製薬ホールディングス was completed on 1 July 2026 and the company and its subsidiaries became consolidated subsidiaries, their revenue has been incorporated into the consolidated forecast from the second half of the fiscal year ending December 2026. Operating profit, profit before tax and profit for the period attributable to owners of the parent have been left undisclosed because upfront investments toward the approval and launch of F351 and research and development expenses related to clinical trials in the United States remain undetermined, making it difficult to reasonably estimate their impact.

How to read this page

This is not the documentKomori reads the disclosure the company filed and writes this summary. Figures are as stated by the company and are not audited.
Weight is not a verdictIt measures how much this changes what the company had already told the market. It is not a view on the shares.
Corrections happenIf the company reissues this disclosure, the page is rebuilt from the corrected version and the revision number moves up.
Notice Regarding Revisions to Full-Year Earnings Forecast | GNI Group Ltd. (2160) timely disclosure | Komori