Komori
Revision of earnings forecasts4446Link-U Group Inc.Information and Communications, Services and Others

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

The company revised downward its full-year consolidated earnings forecast for the fiscal year ending July 2026, changing revenue from ¥6,000 million to ¥4,900–5,100 million, operating profit from ¥600 million to ¥320–400 million, and profit for the period attributable to owners of the parent from ¥308 million to ¥150–200 million. The forecast also incorporates increased upfront investment for overseas growth and costs for restructuring the business structure.

Worth reading
71In 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
-51.3
%(親会社の所有者に帰属する当期利益の減少率レンジ:△51.3%~△35.1%)
Wording
Conditional
How definitive the wording is.

Revised forecast

Fiscal year ending July 2026 · Full yearPrevious forecast published 12 September 2025
Net Sales6,000→—million
—
Operating profit600→—million
—
Profit attributable to owners of the parent308→—million
—
Net income per share21.73→—yen and sen
—

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

Reason for the revision

主要顧客との取引縮小、国内マンガ市場の成熟や不透明感に伴う市場環境の鈍化、グローバル市場に向けた先行投資の強化、事業構造の再構築に伴う費用の発生。

Previous-period results売上収益4,835百万円、営業利益326百万円、税引前利益308百万円、親会社の所有者に帰属する当期利益147百万円、基本的1株当たり当期利益10.44円 銭
Consolidated / non-consolidatedConsolidated
Revised forecast
ItemDetails
Net Sales¥6,000 million → 4,900~5,100(△18.3%~△15%)
Operating profit¥600 million → 320~400(△46.7%~△33.3%)
Profit attributable to owners of the parent¥308 million → 150~200(△51.3%~△35.1%)
Net income per share21.73 yen and sen → 10.58~14.11
Fiscal Period CoveredFiscal year ending July 2026
Period CoveredFull year
Publication date of previous forecast12 September 2025
Previous-period results売上収益4,835百万円、営業利益326百万円、税引前利益308百万円、親会社の所有者に帰属する当期利益147百万円、基本的1株当たり当期利益10.44円 銭
Reason for the revision主要顧客との取引縮小、国内マンガ市場の成熟や不透明感に伴う市場環境の鈍化、グローバル市場に向けた先行投資の強化、事業構造の再構築に伴う費用の発生。
Consolidated / non-consolidatedConsolidated
Items this document does not state (3)
Ordinary incomeDetails 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.

マーケティング事業で主要顧客との取引が想定以上に縮小したこと、国内マンガ市場の成熟や不透明感により市場環境が想定以上に鈍化したことに加え、グローバル市場を見据えた先行投資の強化と、事業構造の再構築に伴う費用が発生したため。

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 July 2026 | Link-U Group Inc. (4446) timely disclosure | Komori