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SmartDrive, 96% Increase in Ordinary Profit, Update Record High for Third Consecutive Term

Thu Nov 13, 2025 11:30 am JST Earnings

5137 SmartDrive inc. 【J-GAAP】

Earnings Report

SmartDrive inc. <5137> [TSE Growth] announced its financial results at noon (11:30) on November 13th. The consolidated ordinary profit for the fiscal year ended September 2025 increased by 2.2 times that of the previous period to 370 million yen. For the fiscal year ending September 2026, the consolidated ordinary profit is expected to expand to 95.9% to 725 million yen, marking the third consecutive term of record-high profits. This will be the ninth consecutive term of revenue growth.

In the most recent three-month period, from July to September (4Q), the consolidated ordinary profit surged 3.4 times that of the same period last year, reaching 127 million yen. The operating profit margin drastically improved from 7.1% in the same period last year to 17.1%.

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Actual Results

Historical Performance
Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Sep, 2023 1,709 -9 -26 -28 -0.8 0 Nov 14, 2023 J-GAAP
Sep, 2024 2,173 175 171 266 7.1 0 Nov 13, 2024 J-GAAP
Sep, 2025 2,878 390 370 453 12.1 0 Nov 13, 2025 J-GAAP
YoY +32.4% +122.9% +116.4% +70.3% +69.7%

Full Year Results vs. Previous Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Sep, 2025 Guidance 3,079 367 346 446 11.9 0 Aug 13, 2025 J-GAAP
Sep, 2025 Results 2,878 390 370 453 12.1 0 Nov 13, 2025 J-GAAP
Revision Rate -6.5% +6.3% +6.9% +1.6% +1.7%

Current Period Guidance

H1 Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Oct - Mar, 2024 1,431 155 146 91 2.4 0 May 14, 2025 J-GAAP
Oct - Mar, 2025 Guidance ー ー ー ー － 0 Nov 13, 2025 J-GAAP
YoY － － － － －

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Sep, 2024 2,173 175 171 266 7.1 0 Nov 13, 2024 J-GAAP
Sep, 2025 2,878 390 370 453 12.1 0 Nov 13, 2025 J-GAAP
Sep, 2026 Guidance 4,583 743 725 890 23.7 0 Nov 13, 2025 J-GAAP
YoY +59.2% +90.5% +95.9% +96.5% +96.2%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Jul - Sep, 2024 577 41 37 134 3.6 7.1 Nov 13, 2024 J-GAAP
Oct - Dec, 2024 641 39 35 21 0.6 6.1 Feb 13, 2025 J-GAAP
Jan - Mar, 2025 790 116 111 70 1.9 14.7 May 14, 2025 J-GAAP
Apr - Jun, 2025 681 104 97 66 1.8 15.3 Aug 13, 2025 J-GAAP
Jul - Sep, 2025 766 131 127 296 7.9 17.1 Nov 13, 2025 J-GAAP
YoY +32.8% +219.5% +243.2% +120.9% +120.3%

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