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ARCS, First Half Ordinary Profit Increases by 10%, Jun-Aug Ordinary Profit Increases by 22%

Tue Oct 14, 2025 3:30 pm JST Earnings

9948 ARCS COMPANY,LIMITED 【J-GAAP】

Earnings Report

ARCS COMPANY,LIMITED <9948> [TSE Prime] announced its financial results after the market closed on October 14th (15:30). The consolidated ordinary profit for the cumulative second quarter of the fiscal year ending February 2026 (March to August) increased 9.8% from the same period last year, reaching 8.75 billion yen. However, Progress toward the full-year plan of 18.0 billion yen was 48.7%, almost the same as the five-year average of 51.1%.

Based on the first-half performance announced by the company and the unchanged full-year plan, our calculation indicates that the consolidated ordinary profit for the September to February period (second half) is expected to decrease 3.4% from the same period last year to 9.24 billion yen.

In the most recent three-month period, from June to August (2Q), the consolidated ordinary profit grew 22.0% from the same period last year, reaching 4.52 billion yen. The operating profit margin improved from 2.1% in the same period last year to 2.6%.

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Actual Results

Accumulated Results 2nd Quarter
Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Progress Rate vs. First Half Announce Accounting Standards
Mar - Aug, 2023 292,201 7,935 8,810 5,799 104.3 47.8 Oct 16, 2023 J-GAAP
Mar - Aug, 2024 302,740 7,162 7,973 4,999 92.6 45.5 Oct 15, 2024 J-GAAP
Mar - Aug, 2025 313,693 7,981 8,758 5,713 105.9 48.7 Oct 14, 2025 J-GAAP
YoY +3.6% +11.4% +9.8% +14.3% +14.3%

First Half Results vs. Previous Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar - Aug, 2025 Guidance 311,300 7,750 8,550 5,560 103.0 37 Apr 14, 2025 J-GAAP
Mar - Aug, 2025 Results 313,693 7,981 8,758 5,713 105.9 37 Oct 14, 2025 J-GAAP
Revision Rate +0.8% +3.0% +2.4% +2.8% +2.8%

Current Period Guidance

Second Half Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Sep - Feb, 2024 305,544 8,774 9,567 6,064 112.4 40 Apr 14, 2025 J-GAAP
Sep - Feb, 2025 Guidance 309,307 8,419 9,242 5,487 102.0 37 Oct 14, 2025 J-GAAP
YoY +1.2% -4.0% -3.4% -9.5% -9.2%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Feb, 2024 591,557 16,831 18,439 11,766 214.0 68 Apr 15, 2024 J-GAAP
Feb, 2025 608,284 15,936 17,540 11,063 205.0 74 Apr 14, 2025 J-GAAP
Feb, 2026 Guidance 623,000 16,400 18,000 11,200 208.2 74 Apr 14, 2025 J-GAAP
YoY +2.4% +2.9% +2.6% +1.2% +1.6%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Jun - Aug, 2024 153,916 3,292 3,709 2,335 43.3 2.1 Oct 15, 2024 J-GAAP
Sep - Nov, 2024 146,894 2,896 3,308 2,045 37.9 2.0 Jan 8, 2025 J-GAAP
Dec - Feb, 2024 158,650 5,878 6,259 4,019 74.5 3.7 Apr 14, 2025 J-GAAP
Mar - May, 2025 154,294 3,874 4,233 2,798 51.9 2.5 Jul 4, 2025 J-GAAP
Jun - Aug, 2025 159,399 4,107 4,525 2,915 54.0 2.6 Oct 14, 2025 J-GAAP
YoY +3.6% +24.8% +22.0% +24.8% +24.8%

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