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rakumo, Ordinary Profit Forecast for the Fiscal Year Revised Upward by 7%, Raises Record High Profit Forecast
4060 rakumo Inc. 【J-GAAP】
Guidance Update Reportrakumo Inc. <4060> [TSE Growth] announced a performance revision after the market closed on October 30th (15:30). The consolidated ordinary profit forecast for the fiscal year ending December 2025 has been revised upward 6.8%, from the previous forecast of 396 million yen to 423 million yen (compared to 375 million yen in the previous period), increasing the growth rate from 5.6% to 12.8%, further surpassing the previous forecast of record-high profits for seven consecutive terms.
Based on the upwardly revised full-year plan announced by the company, our calculation indicates that the July to December period (second half) consolidated ordinary profit has been revised upward 15.7%, from the previous forecast of 172 million yen to 199 million yen (compared to 209 million yen in the same period of the previous year), and the declining rate is expected to decrease from 17.7% to 4.8%.
Kabutan News
Guidance Update
Second Half Update
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Jul - Dec, 2025 Prev | 810 | 176 | 172 | 113 | 19.4 | 9 | Aug 8, 2025 | J-GAAP |
| Jul - Dec, 2025 New | 1,039 | 203 | 199 | 114 | 19.6 | 9 | Oct 30, 2025 | J-GAAP |
| Revision Rate | +28.3% | +15.3% | +15.7% | +0.9% | +0.9% |
Full Year Update
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Dec, 2025 Prev | 1,612 | 400 | 396 | 259 | 44.5 | 9 | Feb 14, 2025 | J-GAAP |
| Dec, 2025 New | 1,841 | 427 | 423 | 260 | 44.6 | 9 | Oct 30, 2025 | J-GAAP |
| Revision Rate | +14.2% | +6.8% | +6.8% | +0.4% | +0.4% |
Current Period Guidance
Second Half Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Jul - Dec, 2024 | 746 | 212 | 209 | 145 | 25.1 | 6 | Feb 14, 2025 | J-GAAP |
| Jul - Dec, 2025 Guidance | 1,039 | 203 | 199 | 114 | 19.6 | 9 | Oct 30, 2025 | J-GAAP |
| YoY | +39.3% | -4.2% | -4.8% | -21.4% | -22.0% |
Current Period Guidance
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Dec, 2023 | 1,295 | 303 | 296 | 196 | 34.1 | 0 | Feb 9, 2024 | J-GAAP |
| Dec, 2024 | 1,443 | 383 | 375 | 253 | 43.8 | 6 | Feb 14, 2025 | J-GAAP |
| Dec, 2025 Guidance | 1,841 | 427 | 423 | 260 | 44.6 | 9 | Oct 30, 2025 | J-GAAP |
| YoY | +27.6% | +11.5% | +12.8% | +2.8% | +2.0% |
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