Komori
Revision to earnings forecasts3323RECOMM CO.,LTD.Trading & Wholesale

Notice Regarding Revisions to Full-Year Consolidated Earnings Forecasts for the Fiscal Year Ending September 2026

The full-year consolidated forecast for the fiscal year ending September 2026 was revised, with revenue and operating profit revised upward. Profit for the period and profit for the period attributable to owners of the parent were revised downward due to higher corporate income tax expense.

Worth reading
68In focus
Scored from 4 of 5 sections
Direction
Mixed performance
Direction inferred from the company’s description.
Scale
-91
¥ million (change in profit for the year attributable to owners of the parent)
Wording
Avoiding a definitive answer
How definitive the wording is.

Revised forecast

Fiscal year ending September 2026 · Full yearPrevious forecast published Announced on 13 November 2025
Net Sales14,800→16,612million
+12.2%
Operating profit550→691million
+25.6%
Profit attributable to owners of the parent320→229million
-28.4%
Net income per share3.95→2.84yen and sen
-28.1%

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

Revenue is expected to increase due to sales of AI servers and wholesale sales of LED lighting in the overseas solutions business, while operating profit in the domestic solutions business is expected to increase on higher revenue and lower selling, general and administrative expenses. On the other hand, profit for the period and profit for the period attributable to owners of the parent were revised downward due to higher corporate income tax expense, a higher consolidated effective tax rate and M&A-related expenses that are not tax-deductible.

Previous-period resultsRevenue ¥13,088 million, operating profit ¥407 million, profit before tax ¥447 million, profit for the period ¥295 million, profit for the period attributable to owners of the parent ¥196 million, basic earnings per share ¥2.43 (full year ended September 2025)
Dividend forecast revisionNo change. The forecast year-end dividend for the fiscal year ending September 2026 is ¥1.20 per share.
Consolidated / non-consolidatedConsolidated
Revised forecast
ItemDetails
Net Sales¥14,800 million → ¥16,612 million(+12.2%)
Operating profit¥550 million → ¥691 million(+25.6%)
Profit attributable to owners of the parent¥320 million → ¥229 million(-28.4%)
Net income per share3.95 yen and sen → 2.84 yen and sen
Fiscal Period CoveredFiscal year ending September 2026
Period CoveredFull year
Publication date of previous forecastAnnounced on 13 November 2025
Previous-period resultsRevenue ¥13,088 million, operating profit ¥407 million, profit before tax ¥447 million, profit for the period ¥295 million, profit for the period attributable to owners of the parent ¥196 million, basic earnings per share ¥2.43 (full year ended September 2025)
Reason for the revisionRevenue is expected to increase due to sales of AI servers and wholesale sales of LED lighting in the overseas solutions business, while operating profit in the domestic solutions business is expected to increase on higher revenue and lower selling, general and administrative expenses. On the other hand, profit for the period and profit for the period attributable to owners of the parent were revised downward due to higher corporate income tax expense, a higher consolidated effective tax rate and M&A-related expenses that are not tax-deductible.
Dividend forecast revisionNo change. The forecast year-end dividend for the fiscal year ending September 2026 is ¥1.20 per share.
Consolidated / non-consolidatedConsolidated
Items this document does not state (2)
Ordinary incomeDetails and amount of extraordinary loss

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.

Sales of AI servers and wholesale sales of LED lighting are expected to grow in the overseas solutions business, while operating profit in the domestic solutions business is expected to increase on higher revenue and lower selling, general and administrative expenses. On the other hand, profit for the period and profit for the period attributable to owners of the parent are expected to decline due to higher corporate income tax expense associated with increased profits at domestic operating companies and overseas sales subsidiaries serving local companies, a higher consolidated effective tax rate, and M&A-related expenses that are not tax-deductible.

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 Consolidated Earnings Forecasts for the Fiscal Year Ending September 2026 | RECOMM CO.,LTD. (3323) timely disclosure | Komori