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RORZE, Sep-Nov (3Q) Ordinary Profit Increases by 42%
6323 RORZE CORPORATION 【J-GAAP】
Earnings ReportRORZE CORPORATION <6323> [TSE Prime] announced its financial results after the market closed on January 9th (15:30). The consolidated ordinary profit for the cumulative third quarter of the fiscal year ending February 2026 (March to November) decreased 12.7% from the same period last year to 23.3 billion yen. However, Progress toward the full-year plan of 30.6 billion yen was 76.3%, almost the same as the five-year average of 78.2%.
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 for the December to February period (4Q) is expected to decrease 16.7% from the same period last year to 7.24 billion yen.
In the most recent three-month period, from September to November (3Q), the consolidated ordinary profit increased 42.3% from the same period last year, reaching 8.80 billion yen. However, the operating profit margin decreased from 29.1% in the same period last year to 25.3%.
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Actual Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Progress Rate vs. First Half | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Mar - Nov, 2023 | 65,162 | 15,763 | 21,326 | 15,487 | 87.9 | 78.8 | Jan 11, 2024 | J-GAAP |
| Mar - Nov, 2024 | 89,236 | 25,593 | 26,762 | 19,708 | 111.8 | 75.5 | Jan 10, 2025 | J-GAAP |
| Mar - Nov, 2025 | 94,483 | 23,532 | 23,375 | 17,465 | 100.1 | 76.3 | Jan 9, 2026 | J-GAAP |
| YoY | +5.9% | -8.1% | -12.7% | -11.4% | -10.5% |
Current Period Guidance
Second Half Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Sep - Feb, 2024 | 64,177 | 14,878 | 14,880 | 7,784 | 44.2 | 17 | Apr 11, 2025 | J-GAAP |
| Sep - Feb, 2025 Guidance | 62,588 | 14,131 | 16,046 | 12,627 | 72.8 | 17 | Oct 10, 2025 | J-GAAP |
| YoY | -2.5% | -5.0% | +7.8% | +62.2% | +64.9% |
Current Period Guidance
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Feb, 2024 | 93,247 | 24,138 | 27,076 | 19,576 | 111.1 | 13.50 | Apr 11, 2024 | J-GAAP |
| Feb, 2025 | 124,406 | 32,024 | 35,454 | 23,634 | 134.1 | 17 | Apr 11, 2025 | J-GAAP |
| Feb, 2026 Guidance | 128,190 | 30,345 | 30,618 | 23,499 | 135.5 | 17 | Apr 11, 2025 | J-GAAP |
| YoY | +3.0% | -5.2% | -13.6% | -0.6% | +1.1% |
Quarterly Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Operating Profit Margin | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Sep - Nov, 2024 | 29,007 | 8,447 | 6,188 | 3,858 | 21.9 | 29.1 | Jan 10, 2025 | J-GAAP |
| Dec - Feb, 2024 | 35,170 | 6,431 | 8,692 | 3,926 | 22.3 | 18.3 | Apr 11, 2025 | J-GAAP |
| Mar - May, 2025 | 33,061 | 8,441 | 7,241 | 5,263 | 29.9 | 25.5 | Jul 11, 2025 | J-GAAP |
| Jun - Aug, 2025 | 32,541 | 7,773 | 7,331 | 5,609 | 32.1 | 23.9 | Oct 10, 2025 | J-GAAP |
| Sep - Nov, 2025 | 28,881 | 7,318 | 8,803 | 6,593 | 37.8 | 25.3 | Jan 9, 2026 | J-GAAP |
| YoY | -0.4% | -13.4% | +42.3% | +70.9% | +72.6% |
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