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Revision of earnings forecasts9425ReYuu Japan Inc.Information and Communications, Services and Others

Notice Regarding Revisions to the Earnings Forecasts for the Second Quarter (Interim Period) and Full Fiscal Year Ending October 2026

For the cumulative second quarter and full year of the fiscal year ending October 2026, the net sales forecast was revised upward, while the forecasts for operating income, ordinary income and net income were revised downward due to the greater impact of inventory cleanup.

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Revised forecast

Fiscal year ending October 2026 · Second quarter (interim period) and full yearPrevious forecast published 3 March 2026
Net SalesCumulative second-quarter results3,600→4,600million
+27.8%
Net SalesFull year7,000→8,000million
+14.3%
Operating profitCumulative second-quarter results-125→-140million
-12.0%
Operating profitFull year-60→-105million
-75.0%
Ordinary incomeCumulative second-quarter results-137→-158million
-15.3%
Ordinary incomeFull year-83→-145million
-74.7%
Profit attributable to owners of the parentCumulative second-quarter results-138→-160million
-15.9%
Profit attributable to owners of the parentFull year-85→-150million
-76.5%
Net income per shareCumulative second-quarter results-20.25→-23.57yen and sen
-16.4%
Net income per shareFull year-12.47→-22.1yen and sen
-77.2%

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

Net sales exceeded the previous forecast due to the continued expansion of business with major customers, the expansion of procurement channels and an increase in transaction volume, among other factors. Meanwhile, the impact of planned inventory cleanup is now expected to increase from approximately ¥80 million to approximately ¥125 million for the full year, with the resulting increase of approximately ¥45 million being the primary factor behind the downward revision to the earnings forecast.

Previous-period resultsCumulative second-quarter results Net Sales ¥2,973 million, ¥ and sen / Operating profit ¥-205 million, ¥ and sen / Ordinary income ¥-211 million, ¥ and sen / Interim net income ¥-242 million, ¥ and sen / Interim net income per share ¥-44.56 million, ¥ and sen / Full year Net Sales ¥6,259 million, ¥ and sen / Operating profit ¥-163 million, ¥ and sen / Ordinary income ¥-189 million, ¥ and sen / Net income for the current fiscal year ¥-225 million, ¥ and sen / Net income per share ¥-40.13 million, ¥ and sen
Revised forecast
ItemDetails
Net SalesCumulative second-quarter results 3,600 / Full year 7,000 → Cumulative second-quarter results 4,600 / Full year 8,000(Cumulative second-quarter results 27.8 / Full year 14.3)
Operating profitCumulative second-quarter results -125 / Full year -60 → Cumulative second-quarter results -140 / Full year -105
Ordinary incomeCumulative second-quarter results -137 / Full year -83 → Cumulative second-quarter results -158 / Full year -145
Profit attributable to owners of the parentCumulative second-quarter results -138 / Full year -85 → Cumulative second-quarter results -160 / Full year -150
Net income per shareCumulative second-quarter results -20.25 / Full year -12.47 → Cumulative second-quarter results -23.57 / Full year -22.1
Fiscal Period CoveredFiscal year ending October 2026
Period CoveredSecond quarter (interim period) and full year
Publication date of previous forecast3 March 2026
Previous-period resultsCumulative second-quarter results Net Sales ¥2,973 million, ¥ and sen / Operating profit ¥-205 million, ¥ and sen / Ordinary income ¥-211 million, ¥ and sen / Interim net income ¥-242 million, ¥ and sen / Interim net income per share ¥-44.56 million, ¥ and sen / Full year Net Sales ¥6,259 million, ¥ and sen / Operating profit ¥-163 million, ¥ and sen / Ordinary income ¥-189 million, ¥ and sen / Net income for the current fiscal year ¥-225 million, ¥ and sen / Net income per share ¥-40.13 million, ¥ and sen
Reason for the revisionNet sales exceeded the previous forecast due to the continued expansion of business with major customers, the expansion of procurement channels and an increase in transaction volume, among other factors. Meanwhile, the impact of planned inventory cleanup is now expected to increase from approximately ¥80 million to approximately ¥125 million for the full year, with the resulting increase of approximately ¥45 million being the primary factor behind the downward revision to the earnings forecast.
Items this document does not state (3)
Details and amount of extraordinary lossDividend forecast revisionConsolidated / non-consolidated

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.

Net sales have exceeded the previous forecast due to the continued expansion of business with major customers, the expansion of procurement channels and an increase in transaction volume. Meanwhile, as a result of reviewing and disposing of the inventory subject to planned inventory cleanup aimed at optimizing the inventory mix, the negative impact for the full year is now expected to increase from approximately ¥80 million to approximately ¥125 million, prompting a downward revision to the earnings forecast.

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Notice Regarding Revisions to the Earnings Forecasts for the Second Quarter (Interim Period) and Full Fiscal Year Ending October 2026 | ReYuu Japan Inc. (9425) timely disclosure | Komori