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R&D COMPUTER, First Half Ordinary Profit Increases by 38%, Jul-Sep Ordinary Profit Increases by 35%
3924 R&D COMPUTER CO.,LTD. 【J-GAAP】
Earnings ReportR&D COMPUTER CO.,LTD. <3924> [TSE Prime] announced its financial results after the market closed on November 13th (15:30). The consolidated ordinary profit for the cumulative second quarter of the fiscal year ending March 2026 (April to September) expanded 0.68 billion yen, an increase 38.0% compared to the same period last year. However, Progress toward the full-year plan of 1.88 billion yen was 36.3%, almost the same as the five-year average of 36.0%.
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 23.7% from the same period last year, reaching 1.19 billion yen.
In the most recent three-month period, from July to September (2Q), the consolidated ordinary profit increased 35.0% from the same period last year, reaching 0.50 billion yen. The operating profit margin jumped from 10.1% in the same period last year to 14.8%.
Kabutan News
Actual Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Progress Rate vs. First Half | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Apr - Sep, 2023 | 6,465 | 761 | 775 | 525 | 29.4 | 44.5 | Nov 13, 2023 | J-GAAP |
| Apr - Sep, 2024 | 6,754 | 479 | 495 | 365 | 20.4 | 33.8 | Nov 13, 2024 | J-GAAP |
| Apr - Sep, 2025 | 6,215 | 676 | 683 | 450 | 25.1 | 36.3 | Nov 13, 2025 | J-GAAP |
| YoY | -8.0% | +41.1% | +38.0% | +23.3% | +23.2% |
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 | 6,850 | 765 | 775 | 530 | 29.5 | 19 | May 13, 2025 | J-GAAP |
| Apr - Sep, 2025 Results | 6,215 | 676 | 683 | 450 | 25.1 | 19 | Nov 13, 2025 | J-GAAP |
| Revision Rate | -9.3% | -11.6% | -11.9% | -15.1% | -15.0% |
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 | 6,976 | 954 | 968 | 658 | 36.7 | 18 | May 13, 2025 | J-GAAP |
| Oct - Mar, 2025 Guidance | 8,285 | 1,184 | 1,197 | 800 | 44.6 | 19 | Nov 13, 2025 | J-GAAP |
| YoY | +18.8% | +24.1% | +23.7% | +21.6% | +21.5% |
Current Period Guidance
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Mar, 2024 | 13,732 | 1,729 | 1,743 | 1,233 | 68.7 | 35 | May 14, 2024 | J-GAAP |
| Mar, 2025 | 13,730 | 1,433 | 1,463 | 1,023 | 57.0 | 36 | May 13, 2025 | J-GAAP |
| Mar, 2026 Guidance | 14,500 | 1,860 | 1,880 | 1,250 | 69.6 | 38 | May 13, 2025 | J-GAAP |
| YoY | +5.6% | +29.8% | +28.5% | +22.2% | +22.2% |
Quarterly Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Operating Profit Margin | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Jul - Sep, 2024 | 3,657 | 370 | 371 | 285 | 15.9 | 10.1 | Nov 13, 2024 | J-GAAP |
| Oct - Dec, 2024 | 3,145 | 386 | 387 | 264 | 14.7 | 12.3 | Feb 13, 2025 | J-GAAP |
| Jan - Mar, 2025 | 3,831 | 568 | 581 | 394 | 22.0 | 14.8 | May 13, 2025 | J-GAAP |
| Apr - Jun, 2025 | 2,858 | 179 | 182 | 119 | 6.6 | 6.3 | Aug 13, 2025 | J-GAAP |
| Jul - Sep, 2025 | 3,357 | 497 | 501 | 331 | 18.5 | 14.8 | Nov 13, 2025 | J-GAAP |
| YoY | -8.2% | +34.3% | +35.0% | +16.1% | +16.0% |
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