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Yappli, Ordinary Profit Forecast for the Fiscal Year Revised Upward by 12%, Raises Record High Profit Forecast, Dividend Revised Upward by 1 Yen

Thu Nov 13, 2025 3:30 pm JST Earnings

4168 Yappli,Inc. 【J-GAAP】

Earnings Report

Yappli,Inc. <4168> [TSE Growth] announced its financial results after the market closed on November 13th (15:30). The ordinary profit (non-consolidated) for the cumulative third quarter of the fiscal year ending December 2025 (January to September) expanded 720 million yen, an increase 50.9% compared to the same period last year.

In addition, the full-year forecast for ordinary profit has been revised upward 12.3%, from the previous forecast of 730 million yen to 820 million yen (compared to 548 million yen in the previous period), increasing the growth rate from 33.2% to 49.6%, further surpassing the previous forecast of record-high profits for three consecutive terms.

Based on the full-year plan announced by the company after the upward revision, our estimate of the ordinary profit for the July to December period (second half) is expected to increase 32.0%, from the previous forecast of 281 million yen to 371 million yen (compared to 279 million yen in the same period of the previous year), increasing the growth rate from 0.7% to 33.0%.

In light of the strong performance, the company has increased its planned annual dividend for the current fiscal year from the original plan of 12 yen to 13 yen (compared to no dividend in the previous period).

In the most recent three-month period, from July to September (3Q), the ordinary profit increased 30.3% from the same period last year, reaching 271 million yen. The operating profit margin rose from 14.6% in the same period last year to 17.8%.

Kabutan News

Actual Performance and Financial Trends

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
3,591M 172M 164M -495M -39.1 64.6 Nov 9, 2023 J-GAAP
Jan - Sep, 2024
4,084M 480M 477M 652M 50.4 87.0 Nov 12, 2024 J-GAAP
Jan - Sep, 2025
4,455M 723M 720M 715M 55.8 87.8 Nov 13, 2025 J-GAAP
YoY +9.1% +50.6% +50.9% +9.7% +10.8%

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 3,284M 301M 281M 385M 30.2 6 Aug 13, 2025 J-GAAP
Jul - Dec, 2025 New 3,284M 381M 371M 475M 37.2 7 Nov 13, 2025 J-GAAP
Revision Rate 0.0% +26.6% +32.0% +23.4% +23.4%
Full Year Update
Fiscal Year Revenue Operating
Profit
Ordinary
Profit
Net
Profit
Adj.
EPS
Adj.
Dividend
Announce Accounting
Standards
Dec, 2025 Prev 6,200M 750M 730M 830M 65.0 12 May 14, 2025 J-GAAP
Dec, 2025 New 6,200M 830M 820M 920M 72.1 13 Nov 13, 2025 J-GAAP
Revision Rate 0.0% +10.7% +12.3% +10.8% +10.8%

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
2,869M 281M 279M 303M 23.4 0 Feb 13, 2025 J-GAAP
Guidance
Jul - Dec, 2025
3,284M 381M 371M 475M 37.2 7 Nov 13, 2025 J-GAAP
YoY +14.5% +35.6% +33.0% +56.8% +59.1%
Current Period Guidance
Fiscal Year Revenue Operating
Profit
Ordinary
Profit
Net
Profit
Adj.
EPS
Adj.
Dividend
Announce Accounting
Standards
Dec, 2023
4,864M 264M 254M -74M -5.8 0 Feb 13, 2024 J-GAAP
Dec, 2024
5,511M 550M 548M 748M 57.8 0 Feb 13, 2025 J-GAAP
Guidance
Dec, 2025
6,200M 830M 820M 920M 72.1 13 Nov 13, 2025 J-GAAP
YoY +12.5% +50.9% +49.6% +23.0% +24.8%

Quarterly Results

Fiscal Year Revenue Operating
Profit
Ordinary
Profit
Net
Profit
Adj.
EPS
Operating
Profit Margin
Announce Accounting
Standards
Jul - Sep, 2024
1,442M 211M 208M 207M 16.0 14.6 Nov 12, 2024 J-GAAP
Oct - Dec, 2024
1,427M 70M 71M 96M 7.4 4.9 Feb 13, 2025 J-GAAP
Jan - Mar, 2025
1,433M 223M 225M 223M 17.3 15.6 May 14, 2025 J-GAAP
Apr - Jun, 2025
1,483M 226M 224M 222M 17.3 15.2 Aug 13, 2025 J-GAAP
Jul - Sep, 2025
1,539M 274M 271M 270M 21.1 17.8 Nov 13, 2025 J-GAAP
YoY +6.7% +29.9% +30.3% +30.4% +31.8%