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RAKUS, Ordinary Profit Forecast for Last Fiscal Year Revised Upward by 9%, Raises Record High Profit Forecast, Dividend Revised Upward by 3.6 Yen

Mon Apr 27, 2026 3:30 pm JST Revision

3923 RAKUS Co.,Ltd 【J-GAAP】

Guidance Update Report

RAKUS Co.,Ltd <3923> [TSE Prime] announced a revision to its performance and dividend after the market closed on April 27th (15:30). The consolidated ordinary profit forecast for the fiscal year ending March 2026 has been revised upward 9.0%, from the previous forecast of 16.0 billion yen to 17.4 billion yen (compared to 10.2 billion yen in the previous period), increasing the growth rate from 56.6% to 70.7%, further surpassing the previous forecast of record-high profits for three consecutive terms.

Based on the upwardly revised full-year plan announced by the company, our calculation indicates that the October to March period (second half) consolidated ordinary profit is expected to increase 17.4%, from the previous forecast of 8.27 billion yen to 9.71 billion yen (compared to 5.55 billion yen in the same period of the previous year), increasing the growth rate from 48.9% to 74.8%.

In light of the strong performance, the company has significantly increased its planned year-end lump-sum dividend for the last fiscal year from the original plan of 3.4 yen to 7 yen (compared to 4.5 yen before the 2-for-1 forward stock split in the previous period).

Kabutan News

Guidance Update

Second Half Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Oct - Mar, 2025 Prev 31,219 8,292 8,274 5,789 16.4 3.40 Nov 14, 2025 J-GAAP
Oct - Mar, 2025 New 31,505 9,637 9,714 6,982 19.4 7 Apr 27, 2026 J-GAAP
Revision Rate +0.9% +16.2% +17.4% +20.6% +18.6%

Full Year Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2026 Prev 60,000 16,000 16,000 12,100 34.2 3.40 Nov 14, 2025 J-GAAP
Mar, 2026 New 60,286 17,345 17,440 13,293 36.9 7 Apr 27, 2026 J-GAAP
Revision Rate +0.5% +8.4% +9.0% +9.9% +8.0%

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 31,505 9,637 9,714 6,982 19.4 7 Apr 27, 2026 J-GAAP
YoY +21.6% +74.2% +74.8% +59.7% +60.6%

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 60,286 17,345 17,440 13,293 36.9 7 Apr 27, 2026 J-GAAP
YoY +23.3% +70.2% +70.7% +66.1% +67.1%

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