Demae-can Slashes FY2026 Revenue Forecast 11.1% on Weak Orders
Demae-can (TSE:2484) has significantly downgraded its earnings forecast for the fiscal year ending August 2026, citing weaker-than-expected order volumes and gross merchandise value.
| Item | Before | After | Change |
|---|---|---|---|
| Revenue | JPY 44.1bn | JPY 39.2bn | -11.1% |
| Operating Profit | △4.0bn | △7.9bn | — |
| Ordinary Income | △3.99bn | △7.8bn | — |
| Net Profit | △4.0bn | △7.8bn | — |
| EPS | △35.86 | △70.01 | — |
The food delivery platform operator revised revenue downward by JPY 4.9bn based on third-quarter results. Management attributed the shortfall to order volumes and GMV (gross merchandise value) tracking below initial projections, signaling softer demand in Japan’s competitive delivery market.
The revision paints a concerning picture for investors. Operating profit swings deeper into negative territory at JPY 7.9bn loss versus the prior JPY 4.0bn loss forecast, while ordinary income (keijo rieki)—a Japan-specific metric capturing non-operating items—deteriorates to JPY 7.8bn in the red. Net profit losses nearly double to JPY 7.8bn, and earnings per share worsens to a loss of JPY 70.01 per share, roughly doubling the prior loss projection. The 11.1% revenue contraction underscores intensifying competitive pressures and potential market saturation challenges facing the company’s core delivery business model.
Source: Original filing (TDnet) | 日本語版
This article is for informational purposes only and does not constitute investment advice. Always verify against the original filing.