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Monogatari, Jul-Mar (Cumulative 3Q) Ordinary Profit Increases by 34%, Jan-Mar Ordinary Profit Increases by 42%
3097 The Monogatari Corporation 【J-GAAP】
Earnings ReportThe Monogatari Corporation <3097> [TSE Prime] announced its financial results after the market closed on May 8th (15:30). The consolidated ordinary profit for the cumulative third quarter of the fiscal year ending June 2026 (July 2025 to March 2026) expanded 9.12 billion yen, an increase 33.7% compared to the same period last year. Progress toward the full-year plan of 10.6 billion yen was 86.1%, also surpassing the five-year average of 84.0%.
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 April to June period (4Q) is expected to drop 33.2% from the same period last year to 1.47 billion yen.
In the most recent three-month period, from January to March (3Q), the consolidated ordinary profit increased 41.9% from the same period last year, reaching 3.62 billion yen. The operating profit margin improved from 8.0% in the same period last year to 9.2%.
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Actual Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Progress Rate vs. First Half | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Jul - Mar, 2023 | 80,588 | 6,874 | 6,988 | 4,166 | 116.9 | 81.4 | May 10, 2024 | J-GAAP |
| Jul - Mar, 2024 | 92,579 | 6,939 | 6,827 | 4,590 | 122.4 | 75.6 | May 9, 2025 | J-GAAP |
| Jul - Mar, 2025 | 112,103 | 9,125 | 9,125 | 5,993 | 155.7 | 86.1 | May 8, 2026 | J-GAAP |
| YoY | +21.1% | +31.5% | +33.7% | +30.6% | +27.2% |
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 | 64,016 | 4,909 | 4,761 | 3,393 | 89.9 | 18 | Aug 8, 2025 | J-GAAP |
| Jan - Jun, 2026 Guidance | 74,860 | 5,301 | 5,097 | 3,808 | 99.2 | 20 | Feb 9, 2026 | J-GAAP |
| YoY | +16.9% | +8.0% | +7.1% | +12.2% | +10.3% |
Current Period Guidance
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Jun, 2024 | 107,156 | 8,165 | 8,582 | 5,639 | 158.2 | 32 | Aug 9, 2024 | J-GAAP |
| Jun, 2025 | 123,921 | 9,242 | 9,035 | 6,157 | 163.1 | 36 | Aug 8, 2025 | J-GAAP |
| Jun, 2026 Guidance | 147,159 | 10,771 | 10,600 | 7,416 | 193.1 | 40 | Aug 8, 2025 | J-GAAP |
| YoY | +18.8% | +16.5% | +17.3% | +20.4% | +18.4% |
Quarterly Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Operating Profit Margin | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Jan - Mar, 2025 | 32,674 | 2,606 | 2,553 | 1,826 | 48.7 | 8.0 | May 9, 2025 | J-GAAP |
| Apr - Jun, 2025 | 31,342 | 2,303 | 2,208 | 1,567 | 41.5 | 7.3 | Aug 8, 2025 | J-GAAP |
| Jul - Sep, 2025 | 35,599 | 2,733 | 2,738 | 1,918 | 49.8 | 7.7 | Nov 7, 2025 | J-GAAP |
| Oct - Dec, 2025 | 36,700 | 2,737 | 2,765 | 1,690 | 43.9 | 7.5 | Feb 9, 2026 | J-GAAP |
| Jan - Mar, 2026 | 39,804 | 3,655 | 3,622 | 2,385 | 62.0 | 9.2 | May 8, 2026 | J-GAAP |
| YoY | +21.8% | +40.3% | +41.9% | +30.6% | +27.2% |
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