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User Local, Jan-Mar (3Q) Ordinary Profit Increases by 30%, Current Fiscal Year Dividend Revised Upward by 4 Yen

Thu May 7, 2026 3:30 pm JST Earnings

3984 User Local,Inc. 【J-GAAP】

Earnings Report

User Local,Inc. <3984> [TSE Prime] announced its financial results after the market closed on May 7th (15:30). The ordinary profit (non-consolidated) for the cumulative third quarter of the fiscal year ending June 2026 (July 2025 to March 2026) increased 25.3% from the same period last year, reaching 1.90 billion yen. Progress toward the full-year plan of 2.20 billion yen was 86.2%, also surpassing the five-year average of 77.7%.

Based on the cumulative third-quarter performance announced by the company and the unchanged full-year plan, our calculation indicates that the ordinary profit for the April to June period (4Q) is expected to drop 32.9% from the same period last year to 0.30 billion yen.

At the same time, the company has increased its planned annual dividend for the current fiscal year from the original plan of 20 yen to 24 yen (compared to 14 yen in the previous period).

In the most recent three-month period, from January to March (3Q), the ordinary profit increased 30.4% from the same period last year, reaching 0.67 billion yen. The operating profit margin rose from 44.2% in the same period last year to 49.7%.

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Actual Results

Accumulated Results 3rd Quarter
Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Progress Rate vs. First Half Announce Accounting Standards
Jul - Mar, 2023 2,875 1,336 1,328 901 56.3 77.2 May 8, 2024 J-GAAP
Jul - Mar, 2024 3,362 1,518 1,519 1,049 65.2 77.0 May 8, 2025 J-GAAP
Jul - Mar, 2025 3,934 1,889 1,903 1,384 86.6 86.2 May 7, 2026 J-GAAP
YoY +17.0% +24.4% +25.3% +31.9% +32.9%

Guidance Update

Second Half Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Jan - Jun, 2026 Prev 2,703 990 981 609 38.6 10 Feb 12, 2026 J-GAAP
Jan - Jun, 2026 New 2,703 990 981 609 38.6 14 May 7, 2026 J-GAAP
Revision Rate 0.0% 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
Jun, 2026 Prev 5,284 2,207 2,207 1,523 96.4 20 Aug 7, 2025 J-GAAP
Jun, 2026 New 5,284 2,207 2,207 1,523 96.4 24 May 7, 2026 J-GAAP
Revision Rate 0.0% 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
Jan - Jun, 2025 2,388 970 972 737 45.9 14 Aug 7, 2025 J-GAAP
Jan - Jun, 2026 Guidance 2,703 990 981 609 38.6 14 May 7, 2026 J-GAAP
YoY +13.2% +2.1% +0.9% -17.4% -16.0%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Jun, 2024 3,907 1,728 1,720 1,185 73.9 8 Aug 8, 2024 J-GAAP
Jun, 2025 4,581 1,971 1,972 1,429 88.9 14 Aug 7, 2025 J-GAAP
Jun, 2026 Guidance 5,284 2,207 2,207 1,523 96.4 24 May 7, 2026 J-GAAP
YoY +15.3% +12.0% +11.9% +6.6% +8.4%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Jan - Mar, 2025 1,169 517 519 357 22.2 44.2 May 8, 2025 J-GAAP
Apr - Jun, 2025 1,219 453 453 380 23.7 37.2 Aug 7, 2025 J-GAAP
Jul - Sep, 2025 1,267 616 622 430 27.0 48.6 Nov 12, 2025 J-GAAP
Oct - Dec, 2025 1,314 601 604 484 30.3 45.7 Feb 12, 2026 J-GAAP
Jan - Mar, 2026 1,353 672 677 470 29.4 49.7 May 7, 2026 J-GAAP
YoY +15.7% +30.0% +30.4% +31.7% +32.6%

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