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Smaregi, May-Jan (Cumulative 3Q) Ordinary Profit Increases by 24%, Nov-Jan Ordinary Profit Increases by 46%
4431 Smaregi,Inc. 【J-GAAP】
Earnings ReportSmaregi,Inc. <4431> [TSE Growth] announced its financial results after the market closed on March 13th (17:00). The consolidated ordinary profit for the cumulative third quarter of the fiscal year ending April 2026 (May 2025 to January 2026) increased 24.2% from the same period last year, reaching 2.23 billion yen. Progress toward the full-year plan of 2.95 billion yen was 75.8%, it was below the five-year average of 79.1%.
Based on the cumulative third-quarter performance announced by the company and the full-year plan, our calculation indicates that the consolidated ordinary profit for the February to April period (4Q) is expected to grow 28.8% from the same period last year, reaching 0.71 billion yen.
In the most recent three-month period, from November to January (3Q), the consolidated ordinary profit increased 46.1% from the same period last year, reaching 0.90 billion yen. The operating profit margin rose from 22.8% in the same period last year to 27.1%.
Kabutan News
Actual Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Progress Rate vs. First Half | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| May - Jan, 2023 | 6,043 | 1,283 | 1,280 | 877 | 45.7 | 75.5 | Mar 15, 2024 | J-GAAP |
| May - Jan, 2024 | 7,876 | 1,815 | 1,802 | 1,222 | 63.5 | 76.4 | Mar 14, 2025 | J-GAAP |
| May - Jan, 2025 | 9,615 | 2,229 | 2,238 | 1,530 | 79.5 | 75.8 | Mar 13, 2026 | J-GAAP |
| YoY | +22.1% | +22.8% | +24.2% | +25.2% | +25.1% |
Guidance Update
Second Half Update
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Nov - Apr, 2025 Prev | 7,595 | 1,633 | 1,619 | 1,129 | 58.6 | 20 | Dec 12, 2025 | J-GAAP |
| Nov - Apr, 2025 New | 6,885 | 1,633 | 1,619 | 1,129 | 58.6 | 20 | Mar 13, 2026 | J-GAAP |
| Revision Rate | -9.3% | 0.0% | 0.0% | 0.0% | 0.0% |
Full Year Update
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Apr, 2026 Prev | 13,859 | 2,954 | 2,954 | 2,016 | 104.7 | 20 | Dec 12, 2025 | J-GAAP |
| Apr, 2026 New | 13,149 | 2,954 | 2,954 | 2,016 | 104.7 | 20 | Mar 13, 2026 | J-GAAP |
| Revision Rate | -5.1% | 0.0% | 0.0% | 0.0% | 0.0% |
Current Period Guidance
Second Half Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Nov - Apr, 2024 | 5,914 | 1,180 | 1,174 | 847 | 44.0 | 15 | Jun 12, 2025 | J-GAAP |
| Nov - Apr, 2025 Guidance | 6,885 | 1,633 | 1,619 | 1,129 | 58.6 | 20 | Mar 13, 2026 | J-GAAP |
| YoY | +16.4% | +38.4% | +37.9% | +33.3% | +33.2% |
Current Period Guidance
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Apr, 2024 | 8,385 | 1,735 | 1,696 | 1,212 | 63.2 | 0 | Jun 13, 2024 | J-GAAP |
| Apr, 2025 | 11,066 | 2,375 | 2,358 | 1,639 | 85.2 | 15 | Jun 12, 2025 | J-GAAP |
| Apr, 2026 Guidance | 13,149 | 2,954 | 2,954 | 2,016 | 104.7 | 20 | Mar 13, 2026 | J-GAAP |
| YoY | +18.8% | +24.4% | +25.3% | +23.0% | +22.9% |
Quarterly Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Operating Profit Margin | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Nov - Jan, 2024 | 2,724 | 620 | 618 | 430 | 22.4 | 22.8 | Mar 14, 2025 | J-GAAP |
| Feb - Apr, 2025 | 3,190 | 560 | 556 | 417 | 21.7 | 17.6 | Jun 12, 2025 | J-GAAP |
| May - Jul, 2025 | 3,013 | 589 | 592 | 377 | 19.6 | 19.5 | Sep 12, 2025 | J-GAAP |
| Aug - Oct, 2025 | 3,251 | 732 | 743 | 510 | 26.5 | 22.5 | Dec 12, 2025 | J-GAAP |
| Nov - Jan, 2025 | 3,351 | 908 | 903 | 643 | 33.4 | 27.1 | Mar 13, 2026 | J-GAAP |
| YoY | +23.0% | +46.5% | +46.1% | +49.5% | +49.4% |
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