[F P Partners] Financial Results for the Second Quarter of the Fiscal Year ending November 2026 | Revenue Recovery and Earnings Guidance Revision

Performance Overview

F P Partners showed a recovery in revenue during the second quarter of FY2026, aiming to improve performance through collaborations with partner companies and increased customer acquisition. Through cooperation with partner Yamada Denki and the resumption of project deliveries, revenue is recovering; however, profits incurred an approximately 10 billion yen loss due to upfront investments. The company plans to continue investing in hiring and training sales staff to pursue long-term growth. Although earnings guidance has been conservatively revised, the increase in partner collaboration and employee numbers supports expectations for future performance recovery.

Outlook and Impact on Investors

By strengthening collaborations with partner companies and enhancing sales structures, the company aims for further revenue recovery and an increase in contract volume. The number of new contracts in the second half is expected to exceed 60,000, with groundwork being laid for next fiscal year. While short-term profits may be pressured by ongoing investments, this is understood as part of the company's long-term growth strategy. The downward revision of earnings guidance is based on conservative estimates, and further growth is anticipated depending on expansion of collaborations and recruitment progress.