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YE DIGITAL, 27% Increase in Ordinary Profit, Update Record High for Second Consecutive Term, Dividend Raised by 10 Yen
2354 YE DIGITAL Corporation 【J-GAAP】
Earnings ReportYE DIGITAL Corporation <2354> [TSE Std] announced its financial results after the market closed on March 31st (16:00). The consolidated ordinary profit for the fiscal year ended February 2026 increased by 18.5% from the previous period to 1.81 billion yen. For the fiscal year ending February 2027, the consolidated ordinary profit is expected to grow by 26.9% to 2.30 billion yen, marking the second consecutive term of record-high profits. This will be the fifth consecutive term of revenue growth.
At the same time, the company has decided to increase the dividend this fiscal year to 30 yen, an increase of 10 yen from the previous fiscal year.
In the most recent three-month period, from December to February (4Q), the consolidated ordinary profit decreased to 0.48 billion yen, a 6.6% decrease compared to the same period last year. The operating profit margin worsened from 8.6% in the same period last year to 7.4%.
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Actual Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Feb, 2024 | 19,504 | 1,488 | 1,559 | 1,092 | 60.2 | 12 | Mar 29, 2024 | J-GAAP |
| Feb, 2025 | 19,944 | 1,408 | 1,529 | 1,038 | 56.8 | 20 | Mar 31, 2025 | J-GAAP |
| Feb, 2026 | 20,263 | 1,628 | 1,812 | 1,282 | 71.4 | 20 | Mar 31, 2026 | J-GAAP |
| YoY | +1.6% | +15.6% | +18.5% | +23.5% | +25.6% |
Full Year Results vs. Previous Guidance
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Feb, 2026 Guidance | 20,000 | 1,600 | 1,700 | 1,150 | 64.5 | 20 | Mar 31, 2025 | J-GAAP |
| Feb, 2026 Results | 20,263 | 1,628 | 1,812 | 1,282 | 71.4 | 20 | Mar 31, 2026 | J-GAAP |
| Revision Rate | +1.3% | +1.8% | +6.6% | +11.5% | +10.7% |
Current Period Guidance
H1 Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Mar - Aug, 2025 | 9,665 | 643 | 707 | 441 | 24.5 | 10 | Sep 30, 2025 | J-GAAP |
| Mar - Aug, 2026 Guidance | 10,000 | 800 | 850 | 600 | 33.7 | 15 | Mar 31, 2026 | J-GAAP |
| YoY | +3.5% | +24.4% | +20.2% | +36.1% | +37.6% |
Current Period Guidance
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Feb, 2025 | 19,944 | 1,408 | 1,529 | 1,038 | 56.8 | 20 | Mar 31, 2025 | J-GAAP |
| Feb, 2026 | 20,263 | 1,628 | 1,812 | 1,282 | 71.4 | 20 | Mar 31, 2026 | J-GAAP |
| Feb, 2027 Guidance | 22,000 | 2,200 | 2,300 | 1,600 | 89.8 | 30 | Mar 31, 2026 | J-GAAP |
| YoY | +8.6% | +35.1% | +26.9% | +24.8% | +25.7% |
Quarterly Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Operating Profit Margin | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Dec - Feb, 2024 | 5,250 | 453 | 519 | 395 | 21.6 | 8.6 | Mar 31, 2025 | J-GAAP |
| Mar - May, 2025 | 4,920 | 315 | 353 | 218 | 12.0 | 6.4 | Jun 26, 2025 | J-GAAP |
| Jun - Aug, 2025 | 4,745 | 328 | 354 | 223 | 12.4 | 6.9 | Sep 30, 2025 | J-GAAP |
| Sep - Nov, 2025 | 5,317 | 595 | 620 | 425 | 23.6 | 11.2 | Dec 23, 2025 | J-GAAP |
| Dec - Feb, 2025 | 5,281 | 390 | 485 | 416 | 23.2 | 7.4 | Mar 31, 2026 | J-GAAP |
| YoY | +0.6% | -13.9% | -6.6% | +5.3% | +7.1% |
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