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RHYTHM, Jul-Sep (2Q) Ordinary Profit Increases by 77%
7769 RHYTHM CO.,LTD. 【J-GAAP】
Earnings ReportRHYTHM CO.,LTD. <7769> [TSE Prime] announced its financial results after the market closed on November 12th (16:00). The consolidated ordinary profit for the cumulative second quarter of the fiscal year ending March 2026 (April to September) expanded 1.15 billion yen, an increase 83.3% compared to the same period last year. Progress toward the full-year plan of 1.80 billion yen was 64.1%, also surpassing the five-year average of 45.3%.
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 October to March period (second half) is expected to grow 21.8% from the same period last year, reaching 0.64 billion yen.
In the most recent three-month period, from July to September (2Q), the consolidated ordinary profit increased 76.6% from the same period last year, reaching 0.41 billion yen. The operating profit margin significantly improved from 1.8% in the same period last year to 5.2%.
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Actual Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Progress Rate vs. First Half | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Apr - Sep, 2023 | 14,538 | 166 | 439 | -83 | -10.1 | 34.9 | Nov 13, 2023 | J-GAAP |
| Apr - Sep, 2024 | 15,983 | 347 | 629 | 336 | 40.8 | 54.2 | Nov 14, 2024 | J-GAAP |
| Apr - Sep, 2025 | 16,584 | 1,018 | 1,153 | 1,810 | 223.8 | 64.1 | Nov 12, 2025 | J-GAAP |
| YoY | +3.8% | +193.4% | +83.3% | +438.7% | +448.6% |
First Half Results vs. Previous Guidance
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Apr - Sep, 2025 Guidance | 17,200 | 1,000 | 1,200 | 1,600 | 200.9 | 0 | Aug 8, 2025 | J-GAAP |
| Apr - Sep, 2025 Results | 16,584 | 1,018 | 1,153 | 1,810 | 223.8 | 0 | Nov 12, 2025 | J-GAAP |
| Revision Rate | -3.6% | +1.8% | -3.9% | +13.1% | +11.4% |
Current Period Guidance
Second Half Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Oct - Mar, 2024 | 16,683 | 470 | 531 | 422 | 51.2 | 73 | May 14, 2025 | J-GAAP |
| Oct - Mar, 2025 Guidance | 16,916 | 532 | 647 | 190 | 23.9 | 151.75 | Nov 12, 2025 | J-GAAP |
| YoY | +1.4% | +13.2% | +21.8% | -55.0% | -53.4% |
Current Period Guidance
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Mar, 2024 | 32,602 | 730 | 1,259 | 477 | 57.9 | 48.50 | May 14, 2024 | J-GAAP |
| Mar, 2025 | 32,666 | 817 | 1,160 | 758 | 91.9 | 73 | May 14, 2025 | J-GAAP |
| Mar, 2026 Guidance | 33,500 | 1,550 | 1,800 | 2,000 | 251.2 | 151.75 | Aug 8, 2025 | J-GAAP |
| YoY | +2.6% | +89.7% | +55.2% | +163.9% | +173.2% |
Quarterly Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Operating Profit Margin | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Jul - Sep, 2024 | 7,830 | 141 | 235 | 93 | 11.3 | 1.8 | Nov 14, 2024 | J-GAAP |
| Oct - Dec, 2024 | 9,403 | 309 | 329 | 213 | 25.8 | 3.3 | Feb 13, 2025 | J-GAAP |
| Jan - Mar, 2025 | 7,280 | 161 | 202 | 209 | 25.4 | 2.2 | May 14, 2025 | J-GAAP |
| Apr - Jun, 2025 | 8,382 | 589 | 738 | 1,511 | 184.8 | 7.0 | Aug 8, 2025 | J-GAAP |
| Jul - Sep, 2025 | 8,202 | 429 | 415 | 299 | 37.0 | 5.2 | Nov 12, 2025 | J-GAAP |
| YoY | +4.8% | +204.3% | +76.6% | +221.5% | +227.5% |
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