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Revision of earnings forecasts5243note inc.Information and Communications, Services and Others

Notice Regarding Revisions to Full-Year Consolidated Earnings Forecast (Upward Revision)

The full-year consolidated earnings forecast for the fiscal year ending November 2026 has been revised upward. Net sales have been increased by 0.8%, while operating income, ordinary income, and net income attributable to owners of the parent have been increased by 57.1%, 61.4%, and 41.2%, respectively.

Worth reading
63In focus
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
61.4
%
Wording
Avoiding a definitive answer
How definitive the wording is.

Revised forecast

Fiscal year ending November 2026 · Full yearPrevious forecast published 13 January 2026
Net Sales5,600→5,650million
+0.8%
Operating profit700→1,100million
+57.1%
Ordinary income700→1,130million
+61.4%
Profit attributable to owners of the parent850→1,200million
+41.2%
Net income per share46.76→63.23yen
+35.2%

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 as the note business and the note pro and corporate services businesses continue to perform well. In addition, company-wide use of AI to improve productivity, restraint of increases in personnel expenses through optimized hiring and staff allocation, and improved efficiency of various initiatives are expected to bring total operating expenses approximately ¥350 million below the initial plan.

Previous-period resultsFiscal Period Covered Fiscal year ended November 2025 / Net Sales ¥4,141 million / Operating profit ¥256 million / Ordinary income ¥262 million / Profit attributable to owners of the parent ¥440 million / Net income per share 26.83 yen
Consolidated / non-consolidatedConsolidated
Revised forecast
ItemDetails
Net Sales¥5,600 million → ¥5,650 million(+0.8%)
Operating profit¥700 million → ¥1,100 million(+57.1%)
Ordinary income¥700 million → ¥1,130 million(+61.4%)
Profit attributable to owners of the parent¥850 million → ¥1,200 million(+41.2%)
Net income per share46.76 yen → 63.23 yen
Fiscal Period CoveredFiscal year ending November 2026
Period CoveredFull year
Publication date of previous forecast13 January 2026
Previous-period resultsFiscal Period Covered Fiscal year ended November 2025 / Net Sales ¥4,141 million / Operating profit ¥256 million / Ordinary income ¥262 million / Profit attributable to owners of the parent ¥440 million / Net income per share 26.83 yen
Reason for the revisionRevenue is expected to increase as the note business and the note pro and corporate services businesses continue to perform well. In addition, company-wide use of AI to improve productivity, restraint of increases in personnel expenses through optimized hiring and staff allocation, and improved efficiency of various initiatives are expected to bring total operating expenses approximately ¥350 million below the initial plan.
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.

In addition to expectations of higher revenue from the note business and the note pro and corporate services businesses, company-wide use of AI has improved productivity more than expected, and total operating expenses are expected to come in approximately ¥350 million below the initial plan. The company also cited restrained personnel expenses resulting from optimized hiring and staff allocation, as well as lower advertising expenses due to improved efficiency of various initiatives.

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 (Upward Revision) | note inc. (5243) timely disclosure | Komori