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Revision of earnings forecasts37264Cs HD Co.,Ltd.Retail

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

The full-year earnings forecast for the fiscal year ending September 2026 has been revised, with forecast net sales changed from ¥3,541 million to ¥2,145 million, and forecasts for operating profit, ordinary profit, and net income attributable to owners of the parent changed from profits to losses.

Worth reading
65In focus
0–100. This measures how worthwhile something is to read, not how good or bad the company is.
Direction
Deterioration
Direction inferred from the company’s description.
Scale
-1396
¥ million
Wording
Conditional
How definitive the wording is.

Revised forecast

Fiscal year ending September 2026 · Full yearPrevious forecast published Earnings Summary for the Fiscal Year Ended September 2025, dated 14 November 2025
Net Sales3,541→2,145million
-39.4%
Operating profit161→-482million
-399.4%
Ordinary income151→-549million
-463.6%
Profit attributable to owners of the parent82→-596million
-826.8%
Net income per share7.41→-49.28yen and sen
-765.0%

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

The reasons include the difficulty of closing and recognizing revenue from large consulting projects during the current fiscal year; more cautious and prolonged investment decisions by buyers in the renewable energy sector due to tighter regulations and the normalization of output curtailment; renovation, advertising, sales promotion, and store closure-related costs associated with the retail business transformation, along with lower sales from store closures; a decline in inbound customers in the mail-order and wholesale businesses; upfront investments in new businesses; delays in the launch of new apparel products; and the weaker yen and increases in raw material, packaging material, logistics, and personnel costs.

Previous-period resultsFiscal year ended September 2025: net sales of ¥2,441 million, operating loss of ¥165 million, ordinary loss of ¥206 million, net loss attributable to owners of the parent of ¥243 million, and loss per share of ¥23.64
Consolidated / non-consolidatedConsolidated
Revised forecast
ItemDetails
Net Sales¥3,541 million → ¥2,145 million(△39.4%)
Operating profit¥161 million → ¥-482 million
Ordinary income¥151 million → ¥-549 million
Profit attributable to owners of the parent¥82 million → ¥-596 million
Net income per share7.41 yen and sen → -49.28 yen and sen
Fiscal Period CoveredFiscal year ending September 2026
Period CoveredFull year
Publication date of previous forecastEarnings Summary for the Fiscal Year Ended September 2025, dated 14 November 2025
Previous-period resultsFiscal year ended September 2025: net sales of ¥2,441 million, operating loss of ¥165 million, ordinary loss of ¥206 million, net loss attributable to owners of the parent of ¥243 million, and loss per share of ¥23.64
Reason for the revisionThe reasons include the difficulty of closing and recognizing revenue from large consulting projects during the current fiscal year; more cautious and prolonged investment decisions by buyers in the renewable energy sector due to tighter regulations and the normalization of output curtailment; renovation, advertising, sales promotion, and store closure-related costs associated with the retail business transformation, along with lower sales from store closures; a decline in inbound customers in the mail-order and wholesale businesses; upfront investments in new businesses; delays in the launch of new apparel products; and the weaker yen and increases in raw material, packaging material, logistics, and personnel costs.
Consolidated / non-consolidatedConsolidated
Items this document does not state (2)
Details 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.

The company cited the difficulty of closing and recognizing revenue from large consulting projects during the current fiscal year, delays in contracting for renewable energy projects, a decline in inbound customers, upfront investments including advertising and production costs for new businesses, delays in the launch of new apparel products, and the weaker yen and increases in raw material, logistics, and personnel costs.

How to read this page

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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 the Full-Year Consolidated Earnings Forecast for the Fiscal Year Ending September 2026 | 4Cs HD Co.,Ltd. (3726) timely disclosure | Komori