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f-code, Net Income Forecast for the Fiscal Year Revised Upward by 1%, Raises Record High Profit Forecast
9211 f-code Inc. 【IFRS】
Earnings Reportf-code Inc. <9211> [TSE Growth] announced its financial results (based on IFRS) after the market closed on November 14th (16:00). The consolidated net income for the cumulative third quarter of the fiscal year ending December 2025 (January to September) expanded 1.03 billion yen, an increase 89.6% compared to the same period last year.
In addition, the full-year forecast for consolidated net income has been revised upward 1.2%, from the previous forecast of 1.28 billion yen to 1.30 billion yen (compared to 0.90 billion yen in the previous period), increasing the growth rate from 42.0% to 43.6%, 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 consolidated net income for the July to December period (second half) is expected to increase 2.3%, from the previous forecast of 0.63 billion yen to 0.65 billion yen (compared to 0.56 billion yen in the same period of the previous year), increasing the growth rate from 13.7% to 16.4%.
In the most recent three-month period, from July to September (3Q), the consolidated net income increased 91.6% from the same period last year, reaching 0.38 billion yen. However, the operating profit margin significantly dropped from 33.4% in the same period last year to 19.9%.
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 | 1,580 | 415 | 390 | 281 | 27.5 | 64.6 | Nov 14, 2023 | IFRS |
| Jan - Sep, 2024 | 3,077 | 945 | 869 | 546 | 47.8 | 65.7 | Nov 14, 2024 | IFRS |
| Jan - Sep, 2025 | 8,402 | 1,811 | 1,680 | 1,035 | 84.5 | 80.0 | Nov 14, 2025 | IFRS |
| YoY | +173.1% | +91.6% | +93.3% | +89.6% | +76.7% |
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 | 4,788 | 1,023 | 940 | 639 | 52.3 | 0 | Aug 14, 2025 | IFRS |
| Jul - Dec, 2025 New | 6,288 | 1,123 | 1,007 | 654 | 53.6 | 0 | Nov 14, 2025 | IFRS |
| Revision Rate | +31.3% | +9.8% | +7.1% | +2.3% | +2.4% |
Full Year Update
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Dec, 2025 Prev | 10,000 | 2,200 | 2,033 | 1,285 | 105.3 | 0 | Feb 14, 2025 | IFRS |
| Dec, 2025 New | 11,500 | 2,300 | 2,100 | 1,300 | 106.5 | 0 | Nov 14, 2025 | IFRS |
| Revision Rate | +15.0% | +4.5% | +3.3% | +1.2% | +1.2% |
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 | 3,093 | 834 | 772 | 562 | 48.4 | 0 | Feb 14, 2025 | IFRS |
| Jul - Dec, 2025 Guidance | 6,288 | 1,123 | 1,007 | 654 | 53.6 | 0 | Nov 14, 2025 | IFRS |
| YoY | +103.3% | +34.7% | +30.4% | +16.4% | +10.7% |
Current Period Guidance
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Dec, 2023 | 2,482 | 644 | 604 | 479 | 46.5 | 0 | Feb 14, 2024 | IFRS |
| Dec, 2024 | 5,130 | 1,432 | 1,322 | 905 | 77.9 | 0 | Feb 14, 2025 | IFRS |
| Dec, 2025 Guidance | 11,500 | 2,300 | 2,100 | 1,300 | 106.5 | 0 | Nov 14, 2025 | IFRS |
| YoY | +124.2% | +60.6% | +58.9% | +43.6% | +36.6% |
Quarterly Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Operating Profit Margin | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Jul - Sep, 2024 | 1,040 | 347 | 319 | 203 | 17.8 | 33.4 | Nov 14, 2024 | IFRS |
| Oct - Dec, 2024 | 2,053 | 487 | 453 | 359 | 30.9 | 23.7 | Feb 14, 2025 | IFRS |
| Jan - Mar, 2025 | 2,416 | 572 | 540 | 324 | 26.4 | 23.7 | May 15, 2025 | IFRS |
| Apr - Jun, 2025 | 2,796 | 605 | 553 | 322 | 26.2 | 21.6 | Aug 14, 2025 | IFRS |
| Jul - Sep, 2025 | 3,190 | 634 | 587 | 389 | 31.8 | 19.9 | Nov 14, 2025 | IFRS |
| YoY | +206.7% | +82.7% | +84.0% | +91.6% | +78.7% |
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