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RAKUS, Apr-Dec (Cumulative 3Q) Ordinary Profit Increases by 66%, Oct-Dec Ordinary Profit Increases by 66%
3923 RAKUS Co.,Ltd 【J-GAAP】
Earnings ReportRAKUS Co.,Ltd <3923> [TSE Prime] announced its financial results after the market closed on February 13th (15:30). The consolidated ordinary profit for the cumulative third quarter of the fiscal year ending March 2026 (April to December) expanded 12.5 billion yen, an increase 65.8% compared to the same period last year. Progress toward the full-year plan of 16.0 billion yen was 78.3%, also surpassing the five-year average of 70.6%.
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 January to March period (4Q) is expected to expand 30.3% from the same period last year, reaching 3.46 billion yen.
In the most recent three-month period, from October to December (3Q), the consolidated ordinary profit increased 65.9% from the same period last year, reaching 4.80 billion yen. The operating profit margin jumped from 23.0% in the same period last year to 30.9%.
Kabutan News
Actual Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Progress Rate vs. First Half | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Apr - Dec, 2023 | 27,841 | 3,571 | 3,610 | 2,474 | 6.8 | 64.3 | Feb 13, 2024 | J-GAAP |
| Apr - Dec, 2024 | 35,549 | 7,546 | 7,557 | 5,590 | 15.4 | 74.0 | Feb 13, 2025 | J-GAAP |
| Apr - Dec, 2025 | 44,297 | 12,500 | 12,532 | 9,596 | 26.6 | 78.3 | Feb 13, 2026 | J-GAAP |
| YoY | +24.6% | +65.7% | +65.8% | +71.7% | +72.3% |
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 | 25,902 | 5,532 | 5,558 | 4,373 | 12.1 | 2.25 | May 14, 2025 | J-GAAP |
| Oct - Mar, 2025 Guidance | 31,219 | 8,292 | 8,274 | 5,789 | 16.1 | 3.40 | Nov 14, 2025 | J-GAAP |
| YoY | +20.5% | +49.9% | +48.9% | +32.4% | +33.1% |
Current Period Guidance
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Mar, 2024 | 38,408 | 5,559 | 5,610 | 4,185 | 11.6 | 1.18 | May 14, 2024 | J-GAAP |
| Mar, 2025 | 48,904 | 10,192 | 10,218 | 8,003 | 22.1 | 2.25 | May 14, 2025 | J-GAAP |
| Mar, 2026 Guidance | 60,000 | 16,000 | 16,000 | 12,100 | 33.6 | 3.40 | Nov 14, 2025 | J-GAAP |
| YoY | +22.7% | +57.0% | +56.6% | +51.2% | +52.0% |
Quarterly Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Operating Profit Margin | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Oct - Dec, 2024 | 12,547 | 2,886 | 2,897 | 1,960 | 5.4 | 23.0 | Feb 13, 2025 | J-GAAP |
| Jan - Mar, 2025 | 13,355 | 2,646 | 2,661 | 2,413 | 6.7 | 19.8 | May 14, 2025 | J-GAAP |
| Apr - Jun, 2025 | 14,081 | 3,656 | 3,657 | 3,537 | 9.8 | 26.0 | Aug 13, 2025 | J-GAAP |
| Jul - Sep, 2025 | 14,700 | 4,052 | 4,069 | 2,774 | 7.7 | 27.6 | Nov 14, 2025 | J-GAAP |
| Oct - Dec, 2025 | 15,516 | 4,792 | 4,806 | 3,285 | 9.1 | 30.9 | Feb 13, 2026 | J-GAAP |
| YoY | +23.7% | +66.0% | +65.9% | +67.6% | +68.2% |
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