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U-NEXT, 4% Increase in Ordinary Profit, Update Record High for Ninth Consecutive Term, Increased Previous Year's Dividend by 1.5 Yen, This Fiscal Year to Increase Dividend by 1.5 Yen

Tue Oct 14, 2025 4:00 pm JST Earnings

9418 U-NEXT HOLDINGS Co.,Ltd. 【J-GAAP】

Earnings Report

U-NEXT HOLDINGS Co.,Ltd. <9418> [TSE Prime] announced its financial results after the market closed on October 14th (16:00). The consolidated ordinary profit for the fiscal year ended August 2025 increased by 9.1% from the previous period to 30.9 billion yen. For the fiscal year ending August 2026, the consolidated ordinary profit is expected to grow by 4.2% to 32.2 billion yen, marking the ninth consecutive term of record-high profits. This will be the seventh consecutive term of revenue and profit growth.

At the same time, the company increased the annual dividend for the previous term from 14 yen to 15.5 yen (compared to 33 yen before the 3-for-1 forward stock split in the previous term), and has decided to increase the dividend this fiscal year to 17 yen, an increase of 1.5 yen from the previous fiscal year.

In the most recent three-month period, from June to August (4Q), the consolidated ordinary profit increased 30.7% from the same period last year, reaching 6.94 billion yen. The operating profit margin improved from 6.1% in the same period last year to 6.9%.

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Actual Results

Historical Performance
Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Aug, 2023 276,344 21,565 20,386 10,959 61.1 7.17 Oct 12, 2023 J-GAAP
Aug, 2024 326,754 29,110 28,321 15,357 85.2 11 Oct 10, 2024 J-GAAP
Aug, 2025 390,408 31,571 30,900 18,395 102.0 15.50 Oct 14, 2025 J-GAAP
YoY +19.5% +8.5% +9.1% +19.8% +19.8%

Full Year Results vs. Previous Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Aug, 2025 Guidance 360,000 31,000 30,000 16,700 92.6 14 Oct 10, 2024 J-GAAP
Aug, 2025 Results 390,408 31,571 30,900 18,395 102.0 15.50 Oct 14, 2025 J-GAAP
Revision Rate +8.4% +1.8% +3.0% +10.1% +10.2%

Current Period Guidance

H1 Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Sep - Feb, 2024 186,782 16,608 16,620 9,436 52.3 7 Apr 10, 2025 J-GAAP
Sep - Feb, 2025 Guidance ー ー ー ー － 8.50 Oct 14, 2025 J-GAAP
YoY － － － － －

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Aug, 2024 326,754 29,110 28,321 15,357 85.2 11 Oct 10, 2024 J-GAAP
Aug, 2025 390,408 31,571 30,900 18,395 102.0 15.50 Oct 14, 2025 J-GAAP
Aug, 2026 Guidance 424,000 33,500 32,200 18,500 102.6 17 Oct 14, 2025 J-GAAP
YoY +8.6% +6.1% +4.2% +0.6% +0.6%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Jun - Aug, 2024 91,217 5,577 5,315 2,343 13.0 6.1 Oct 10, 2024 J-GAAP
Sep - Nov, 2024 91,928 8,251 8,277 4,567 25.3 9.0 Jan 14, 2025 J-GAAP
Dec - Feb, 2024 94,854 8,357 8,343 4,869 27.0 8.8 Apr 10, 2025 J-GAAP
Mar - May, 2025 96,656 7,598 7,332 4,131 22.9 7.9 Jul 10, 2025 J-GAAP
Jun - Aug, 2025 106,970 7,365 6,948 4,828 26.8 6.9 Oct 14, 2025 J-GAAP
YoY +17.3% +32.1% +30.7% +106.1% +106.1%

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