RAKUS, Ordinary Profit Forecast for the Fiscal Year Revised Upward by 7%, Raises Record High Profit Forecast, Dividend Effectively Increased

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Fri Nov 14, 2025 3:30 pm JST Earnings

3923 RAKUS Co.,Ltd 【J-GAAP】

Earnings Report

RAKUS Co.,Ltd <3923> [TSE Prime] announced its financial results after the market closed on November 14th (15:30). The consolidated ordinary profit for the cumulative second quarter of the fiscal year ending March 2026 (April to September) expanded 7.72 billion yen, an increase 65.8% compared to the same period last year.

In addition, the full-year forecast for consolidated ordinary profit has been revised upward 6.7%, from the previous forecast of 15.0 billion yen to 16.0 billion yen (compared to 10.2 billion yen in the previous period), increasing the growth rate from 46.8% to 56.6%, further surpassing the previous forecast of record-high profits for three consecutive terms.

Based on the first-half performance announced by the company and the full-year plan, our calculation indicates that the consolidated ordinary profit for the October to March period (second half) is expected to expand 48.9% from the same period last year, reaching 8.27 billion yen.

At the same time, due to a planned 2-for-1 forward stock split is scheduled for September 30, the year-end lump-sum dividend for the current fiscal year has been revised from the original plan of 3.25 yen to 3.4 yen (equivalent to 6.8 yen before the forward stock split) This effectively represents a 4.6% increase in the annual dividend.

In the most recent three-month period, from July to September (2Q), the consolidated ordinary profit increased 75.2% from the same period last year, reaching 4.06 billion yen. The operating profit margin jumped from 19.8% in the same period last year to 27.6%.

Kabutan News

Actual Results

Accumulated Results 2nd Quarter

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Progress Rate vs. First Half	Announce	Accounting Standards
Apr - Sep, 2023	17,662	1,718	1,749	1,208	3.3	31.2	Nov 13, 2023	J-GAAP
Apr - Sep, 2024	23,002	4,660	4,660	3,630	10.0	45.6	Nov 13, 2024	J-GAAP
Apr - Sep, 2025	28,781	7,708	7,726	6,311	17.5	48.3	Nov 14, 2025	J-GAAP
YoY	+25.1%	+65.4%	+65.8%	+73.9%	+74.5%

First Half Results vs. Previous Guidance

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Apr - Sep, 2025 Guidance	ー	ー	ー	ー	－	0	May 14, 2025	J-GAAP
Apr - Sep, 2025 Results	28,781	7,708	7,726	6,311	17.5	0	Nov 14, 2025	J-GAAP
Revision Rate	－	－	－	－	－

Guidance Update

Full Year Update

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Mar, 2026 Prev	59,400	15,000	15,000	11,690	32.4	3.25	Aug 13, 2025	J-GAAP
Mar, 2026 New	60,000	16,000	16,000	12,100	33.6	3.40	Nov 14, 2025	J-GAAP
Revision Rate	+1.0%	+6.7%	+6.7%	+3.5%	+3.5%

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	31,219	8,292	8,274	5,789	16.1	3.40	Nov 14, 2025	J-GAAP
YoY	+20.5%	+49.9%	+48.9%	+32.4%	+33.1%

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	60,000	16,000	16,000	12,100	33.6	3.40	Nov 14, 2025	J-GAAP
YoY	+22.7%	+57.0%	+56.6%	+51.2%	+51.9%

Quarterly Results

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Operating Profit Margin	Announce	Accounting Standards
Jul - Sep, 2024	11,783	2,333	2,322	1,559	4.3	19.8	Nov 13, 2024	J-GAAP
Oct - Dec, 2024	12,547	2,886	2,897	1,960	5.4	23.0	Feb 13, 2025	J-GAAP
Jan - Mar, 2025	13,355	2,646	2,661	2,413	6.7	19.8	May 14, 2025	J-GAAP
Apr - Jun, 2025	14,081	3,656	3,657	3,537	9.8	26.0	Aug 13, 2025	J-GAAP
Jul - Sep, 2025	14,700	4,052	4,069	2,774	7.7	27.6	Nov 14, 2025	J-GAAP
YoY	+24.8%	+73.7%	+75.2%	+77.9%	+78.4%