Monthly IR Report for September 2026 (including monthly NJSS information) | ULURU.CO.,LTD. (3979) timely disclosure

Worth reading

27Immaterial

0–100. This measures how worthwhile something is to read, not how good or bad the company is.

Direction

Improvement

Direction inferred from the company’s description.

Scale

19.3

% (year on year)

Wording

Conditional

How definitive the wording is.

Sales for this month

September 2026Fiscal year ending March 2027

352,282¥ thousand (MRR)

Net Sales

-80.7%

The center line represents the same level as the same month of the previous year (100). The distance from the line represents the year-on-year change.

Key KPI year-on-year change

MRR（Monthly Recurring Revenue）

-80.7%

Monthly Commentary

NJSS MRR in September 2026 was ¥352.282 million, up 19.3% year on year. MRR consists of subscription revenue and recurring revenue and excludes initial fees, additional purchase fees, consulting fees and other items.

Monthly trend for the same period last year

Month April / Value 278,041 thousand yen, Month May / Value 281,828 thousand yen, Month June / Value 286,637 thousand yen, Month July / Value 289,284 thousand yen, Month August / Value 292,462 thousand yen, Month September / Value 295,275 thousand yen, Month October / Value 299,280 thousand yen, Month November / Value 302,811 thousand yen, Month December / Value 306,790 thousand yen, Month January / Value 310,816 thousand yen, Month February / Value 315,329 thousand yen, Month March / Value 319,651 thousand yen

Scope of aggregation: NJSS

Sales for this month
Item	Details
Month Covered	September 2026
Fiscal Year Covered	Fiscal year ending March 2027
Scope of aggregation	NJSS
Net sales for the month	¥352,282 thousand (MRR)
Year-on-year change in monthly net sales	19.3
Key KPIs	Indicator name MRR（Monthly Recurring Revenue） / Value 352,282 thousand yen / Year on year 19.3 thousand yen
Monthly Commentary	NJSS MRR in September 2026 was ¥352.282 million, up 19.3% year on year. MRR consists of subscription revenue and recurring revenue and excludes initial fees, additional purchase fees, consulting fees and other items.
Monthly trend for the same period last year	Month April / Value 278,041 thousand yen, Month May / Value 281,828 thousand yen, Month June / Value 286,637 thousand yen, Month July / Value 289,284 thousand yen, Month August / Value 292,462 thousand yen, Month September / Value 295,275 thousand yen, Month October / Value 299,280 thousand yen, Month November / Value 302,811 thousand yen, Month December / Value 306,790 thousand yen, Month January / Value 310,816 thousand yen, Month February / Value 315,329 thousand yen, Month March / Value 319,651 thousand yen

Items this document does not state (14)

Total-store sales, year on yearSame-Store Sales, Year on YearYear-on-Year Change in Customer CountYear-on-Year Change in Average Spend per CustomerCumulative Sales from Start of PeriodCumulative Year-on-Year Change from Start of PeriodYear-on-year change by categorySales by categoryNumber of Stores at Period-EndNumber of stores opened during the monthNumber of stores closed during the monthFactors Affecting the ChangeMeasures from the following month onwardNext Scheduled Disclosure

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 has not explained the reasons for the month-on-month change in MRR. It states that MRR is a preliminary figure and may be revised in the future.

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.