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DreamArts, Jan-Sep (Cumulative 3Q) Ordinary Profit Increases by 63%, Exceeds Full-Year Plan
4811 DreamArts Corporation 【J-GAAP】
Earnings ReportDreamArts Corporation <4811> [TSE Growth] announced its financial results after the market closed on November 14th (15:30). The consolidated ordinary profit for the cumulative third quarter of the fiscal year ending December 2025 (January to September) expanded 914 million yen, an increase 62.9% compared to the same period last year. Progress toward the full-year plan of 874 million yen is 104.6%, already exceeding the target and also exceeding the same period of the previous year of 73.2%.
Based on the cumulative third-quarter performance announced by the company and the unchanged full-year plan, our calculation indicates that the consolidated ordinary profit/loss for the October to December period (4Q) is expected to turn into a loss of 40 million yen (compared to a profit of 205 million yen in the same period last year). However, if the fourth-quarter performance remains at the same level as the first three quarters, the full-year plan may be increased.
In the most recent three-month period, from July to September (3Q), the consolidated ordinary profit grew 3.4% from the same period last year, reaching 211 million yen. However, the operating profit margin decreased from 16.0% in the same period last year to 14.7%.
Kabutan News
Actual Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Progress Rate vs. First Half | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Jan - Sep, 2023 | 3,299 | 501 | 490 | 342 | 93.8 | 87.0 | Nov 14, 2023 | J-GAAP |
| Jan - Sep, 2024 | 3,683 | 564 | 561 | 385 | 99.7 | 73.2 | Nov 14, 2024 | J-GAAP |
| Jan - Sep, 2025 | 4,212 | 814 | 914 | 619 | 160.1 | 104.6 | Nov 14, 2025 | J-GAAP |
| YoY | +14.4% | +44.3% | +62.9% | +60.8% | +60.7% |
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 | 2,618 | 412 | 409 | 301 | 77.8 | 40 | Feb 12, 2025 | J-GAAP |
| Jul - Dec, 2025 Guidance | 2,792 | 170 | 171 | 127 | 32.8 | 40 | Aug 14, 2025 | J-GAAP |
| YoY | +6.6% | -58.7% | -58.2% | -57.8% | -57.8% |
Current Period Guidance
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Dec, 2023 | 4,440 | 577 | 563 | 424 | 114.9 | 20 | Feb 14, 2024 | J-GAAP |
| Dec, 2024 | 5,033 | 773 | 766 | 551 | 142.4 | 40 | Feb 12, 2025 | J-GAAP |
| Dec, 2025 Guidance | 5,600 | 778 | 874 | 605 | 156.3 | 40 | Feb 12, 2025 | J-GAAP |
| YoY | +11.3% | +0.6% | +14.1% | +9.8% | +9.7% |
Quarterly Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Operating Profit Margin | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Jul - Sep, 2024 | 1,268 | 203 | 204 | 135 | 34.9 | 16.0 | Nov 14, 2024 | J-GAAP |
| Oct - Dec, 2024 | 1,350 | 209 | 205 | 166 | 42.9 | 15.5 | Feb 12, 2025 | J-GAAP |
| Jan - Mar, 2025 | 1,432 | 351 | 449 | 304 | 78.7 | 24.5 | May 15, 2025 | J-GAAP |
| Apr - Jun, 2025 | 1,376 | 257 | 254 | 174 | 45.0 | 18.7 | Aug 14, 2025 | J-GAAP |
| Jul - Sep, 2025 | 1,404 | 206 | 211 | 141 | 36.5 | 14.7 | Nov 14, 2025 | J-GAAP |
| YoY | +10.7% | +1.5% | +3.4% | +4.4% | +4.4% |
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