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PLAID, 29% Increase in Ordinary Profit, Update Record High for Third Consecutive Term

Wed Nov 12, 2025 3:30 pm JST Earnings

4165 PLAID,Inc. 【J-GAAP】

Earnings Report

PLAID,Inc. <4165> [TSE Growth] announced its financial results after the market closed on November 12th (15:30). The consolidated ordinary profit for the fiscal year ended September 2025 surged by 7.5 times that of the previous term, reaching 1.38 billion yen. For the fiscal year ending September 2026, the consolidated ordinary profit is expected to grow by 29.1% to 1.78 billion yen, marking the third consecutive term of record-high profits. This will be the eleventh consecutive term of revenue growth.

In the most recent three-month period, from July to September (4Q), the consolidated ordinary profit increased 78.1% from the same period last year, reaching 0.18 billion yen. The operating profit margin improved from 3.2% in the same period last year to 5.3%.

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Actual Results

Historical Performance
Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Sep, 2023 8,633 -881 -938 -2,108 -53.9 0 Nov 14, 2023 J-GAAP
Sep, 2024 10,992 260 184 320 8.0 0 Nov 12, 2024 J-GAAP
Sep, 2025 13,396 1,431 1,380 1,099 27.0 0 Nov 12, 2025 J-GAAP
YoY +21.9% +450.4% +650.0% +243.4% +237.0%

Full Year Results vs. Previous Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Sep, 2025 Guidance 13,575 1,231 ー ー － 0 May 15, 2025 J-GAAP
Sep, 2025 Results 13,396 1,431 1,380 1,099 27.0 0 Nov 12, 2025 J-GAAP
Revision Rate -1.3% +16.2% － － －

Current Period Guidance

H1 Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Oct - Mar, 2024 6,547 884 844 641 15.8 0 May 15, 2025 J-GAAP
Oct - Mar, 2025 Guidance Changed ー ー ー ー － 0 Nov 12, 2025 J-GAAP
YoY － － － － －

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Sep, 2024 10,992 260 184 320 8.0 0 Nov 12, 2024 J-GAAP
Sep, 2025 13,396 1,431 1,380 1,099 27.0 0 Nov 12, 2025 J-GAAP
Sep, 2025 Guidance 13,575 1,231 ー ー － 0 May 15, 2025 J-GAAP
YoY +1.3% -14.0% － － －

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Jul - Sep, 2024 2,930 94 105 265 6.6 3.2 Nov 12, 2024 J-GAAP
Oct - Dec, 2024 3,190 428 398 292 7.2 13.4 Feb 13, 2025 J-GAAP
Jan - Mar, 2025 3,357 456 446 349 8.6 13.6 May 15, 2025 J-GAAP
Apr - Jun, 2025 3,288 359 349 237 5.8 10.9 Aug 14, 2025 J-GAAP
Jul - Sep, 2025 3,561 188 187 221 5.4 5.3 Nov 12, 2025 J-GAAP
YoY +21.5% +100.0% +78.1% -16.6% -18.1%

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