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Revision of earnings forecasts4385Mercari,Inc.Information and Communications, Services and Others

Notice Regarding Revisions to Full-Year Consolidated Earnings Forecast

The full-year consolidated earnings forecast for the fiscal year ending June 2026 was revised upward. Revenue was raised from the previous forecast of ¥210,000–¥220,000 million to ¥220,000 million or more, while core operating profit was raised from ¥32,000–¥36,000 million to ¥40,000 million or more.

Worth reading
81Important
Scored from 4 of 5 sections
Direction
Improvement
Direction inferred from the company’s description.
Scale
8000
¥ million
Wording
Conditional
How definitive the wording is.

Revised forecast

Fiscal year ending June 2026 · Full yearPrevious forecast published 9 February 2026
Net Sales—→—million
—
Operating profit—→—million
—

The bar length represents the relative magnitude of change, based on the item that changed the most in this document.

Reason for the revision

Primarily because performance exceeded expectations as customer retention and the active rate improved on the Marketplace following the strengthening of the core product experience, while the entertainment and hobby categories also performed strongly.

Previous-period resultsRevenue ¥192,633 million, core operating profit ¥27,574 million, operating profit ¥27,840 million, net income ¥26,178 million, net income attributable to owners of the parent ¥26,114 million, and basic earnings per share ¥159.05
Consolidated / non-consolidatedConsolidated
Revised forecast
ItemDetails
Net Sales210,000~220,000 → 220,000 or more(+0.0%~+4.8%)
Operating profit32,000–36,000 (core operating profit) → 40,000 or more (core operating profit)(+11.1% to +25.0% (core operating profit))
Fiscal Period CoveredFiscal year ending June 2026
Period CoveredFull year
Publication date of previous forecast9 February 2026
Previous-period resultsRevenue ¥192,633 million, core operating profit ¥27,574 million, operating profit ¥27,840 million, net income ¥26,178 million, net income attributable to owners of the parent ¥26,114 million, and basic earnings per share ¥159.05
Reason for the revisionPrimarily because performance exceeded expectations as customer retention and the active rate improved on the Marketplace following the strengthening of the core product experience, while the entertainment and hobby categories also performed strongly.
Consolidated / non-consolidatedConsolidated
Items this document does not state (5)
Ordinary 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.

Performance exceeded expectations as customer retention and the active rate improved following the strengthening of the core product experience on the Marketplace, while the entertainment and hobby categories also performed strongly.

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 Forecast | Mercari,Inc. (4385) timely disclosure | Komori