AUCNET, Ordinary Profit Forecast for the Fiscal Year Revised Upward by 15%, Raises Record High Profit Forecast, Dividend Revised Upward by 10 Yen

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Tue Nov 11, 2025 3:30 pm JST Earnings

3964 AUCNET INC. 【J-GAAP】

Earnings Report

AUCNET INC. <3964> [TSE Prime] announced its financial results after the market closed on November 11th (15:30). The consolidated ordinary profit for the cumulative third quarter of the fiscal year ending December 2025 (January to September) expanded 8.02 billion yen, an increase 40.8% compared to the same period last year.

In addition, the full-year forecast for consolidated ordinary profit has been revised upward 14.6%, from the previous forecast of 7.90 billion yen to 9.05 billion yen (compared to 7.20 billion yen in the previous period), increasing the growth rate from 9.6% to 25.6%, further surpassing the previous forecast of record-high profits for five consecutive terms.

Based on the full-year plan announced by the company after the upward revision, our estimate of the consolidated ordinary profit for the July to December period (second half) is expected to increase 52.7%, from the previous forecast of 2.18 billion yen to 3.33 billion yen (compared to 3.22 billion yen in the same period of the previous year), turning to a 3.5% increase in the consolidated ordinary profit outlook.

In light of the strong performance, the company has increased its planned annual dividend for the current fiscal year from the original plan of 45 yen to 55 yen (compared to 76 yen before the 2-for-1 forward stock split in the previous period).

In the most recent three-month period, from July to September (3Q), the consolidated ordinary profit increased 34.7% from the same period last year, reaching 2.30 billion yen. The operating profit margin rose from 12.7% in the same period last year to 14.7%.

Kabutan News

Actual Results

Accumulated Results 3rd Quarter

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Progress Rate vs. First Half	Announce	Accounting Standards
Jan - Sep, 2023	32,242	5,423	5,521	3,512	69.5	81.7	Nov 14, 2023	J-GAAP
Jan - Sep, 2024	40,443	5,610	5,700	3,594	75.6	79.1	Nov 12, 2024	J-GAAP
Jan - Sep, 2025	47,481	8,038	8,023	4,562	99.9	88.7	Nov 11, 2025	J-GAAP
YoY	+17.4%	+43.3%	+40.8%	+26.9%	+32.1%

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	29,468	2,364	2,184	1,397	30.8	23	Aug 7, 2025	J-GAAP
Jul - Dec, 2025 New	29,968	3,214	3,334	1,797	39.6	33	Nov 11, 2025	J-GAAP
Revision Rate	+1.7%	+36.0%	+52.7%	+28.6%	+28.6%

Full Year Update

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Dec, 2025 Prev	62,000	8,200	7,900	5,100	112.5	45	Aug 7, 2025	J-GAAP
Dec, 2025 New	62,500	9,050	9,050	5,500	121.3	55	Nov 11, 2025	J-GAAP
Revision Rate	+0.8%	+10.4%	+14.6%	+7.8%	+7.8%

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	29,339	3,150	3,220	1,935	40.7	24	Feb 14, 2025	J-GAAP
Jul - Dec, 2025 Guidance	29,968	3,214	3,334	1,797	39.6	33	Nov 11, 2025	J-GAAP
YoY	+2.1%	+2.0%	+3.5%	-7.1%	-2.5%

Current Period Guidance

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Dec, 2023	43,303	6,663	6,755	4,368	87.9	26.50	Feb 14, 2024	J-GAAP
Dec, 2024	55,910	7,005	7,207	4,485	94.2	38	Feb 14, 2025	J-GAAP
Dec, 2025 Guidance	62,500	9,050	9,050	5,500	121.3	55	Nov 11, 2025	J-GAAP
YoY	+11.8%	+29.2%	+25.6%	+22.6%	+28.7%

Quarterly Results

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Operating Profit Margin	Announce	Accounting Standards
Jul - Sep, 2024	13,872	1,755	1,713	1,044	22.0	12.7	Nov 12, 2024	J-GAAP
Oct - Dec, 2024	15,467	1,395	1,507	891	18.7	9.0	Feb 14, 2025	J-GAAP
Jan - Mar, 2025	15,978	3,083	2,996	2,012	43.3	19.3	May 13, 2025	J-GAAP
Apr - Jun, 2025	16,554	2,753	2,720	1,691	36.9	16.6	Aug 7, 2025	J-GAAP
Jul - Sep, 2025	14,949	2,202	2,307	859	18.8	14.7	Nov 11, 2025	J-GAAP
YoY	+7.8%	+25.5%	+34.7%	-17.7%	-14.4%