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Yappli, Ordinary Profit Forecast for the Fiscal Year Revised Upward by 12%, Raises Record High Profit Forecast, Dividend Revised Upward by 1 Yen

Thu Nov 13, 2025 3:30 pm JST Earnings

4168 Yappli,Inc. 【J-GAAP】

Earnings Report

Yappli,Inc. <4168> [TSE Growth] announced its financial results after the market closed on November 13th (15:30). The ordinary profit (non-consolidated) for the cumulative third quarter of the fiscal year ending December 2025 (January to September) expanded 720 million yen, an increase 50.9% compared to the same period last year.

In addition, the full-year forecast for ordinary profit has been revised upward 12.3%, from the previous forecast of 730 million yen to 820 million yen (compared to 548 million yen in the previous period), increasing the growth rate from 33.2% to 49.6%, further surpassing the previous forecast of record-high profits for three consecutive terms.

Based on the full-year plan announced by the company after the upward revision, our estimate of the ordinary profit for the July to December period (second half) is expected to increase 32.0%, from the previous forecast of 281 million yen to 371 million yen (compared to 279 million yen in the same period of the previous year), increasing the growth rate from 0.7% to 33.0%.

In light of the strong performance, the company has increased its planned annual dividend for the current fiscal year from the original plan of 12 yen to 13 yen (compared to no dividend in the previous period).

In the most recent three-month period, from July to September (3Q), the ordinary profit increased 30.3% from the same period last year, reaching 271 million yen. The operating profit margin rose from 14.6% in the same period last year to 17.8%.

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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
Jan - Sep, 2023 3,591 172 164 -495 -39.1 64.6 Nov 9, 2023 J-GAAP
Jan - Sep, 2024 4,084 480 477 652 50.4 87.0 Nov 12, 2024 J-GAAP
Jan - Sep, 2025 4,455 723 720 715 55.8 87.8 Nov 13, 2025 J-GAAP
YoY +9.1% +50.6% +50.9% +9.7% +10.8%

Guidance Update

Second Half Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Jul - Dec, 2025 Prev 3,284 301 281 385 30.2 6 Aug 13, 2025 J-GAAP
Jul - Dec, 2025 New 3,284 381 371 475 37.2 7 Nov 13, 2025 J-GAAP
Revision Rate 0.0% +26.6% +32.0% +23.4% +23.4%

Full Year Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Dec, 2025 Prev 6,200 750 730 830 65.0 12 May 14, 2025 J-GAAP
Dec, 2025 New 6,200 830 820 920 72.1 13 Nov 13, 2025 J-GAAP
Revision Rate 0.0% +10.7% +12.3% +10.8% +10.8%

Current Period Guidance

Second Half Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Jul - Dec, 2024 2,869 281 279 303 23.4 0 Feb 13, 2025 J-GAAP
Jul - Dec, 2025 Guidance 3,284 381 371 475 37.2 7 Nov 13, 2025 J-GAAP
YoY +14.5% +35.6% +33.0% +56.8% +59.1%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Dec, 2023 4,864 264 254 -74 -5.8 0 Feb 13, 2024 J-GAAP
Dec, 2024 5,511 550 548 748 57.8 0 Feb 13, 2025 J-GAAP
Dec, 2025 Guidance 6,200 830 820 920 72.1 13 Nov 13, 2025 J-GAAP
YoY +12.5% +50.9% +49.6% +23.0% +24.8%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Jul - Sep, 2024 1,442 211 208 207 16.0 14.6 Nov 12, 2024 J-GAAP
Oct - Dec, 2024 1,427 70 71 96 7.4 4.9 Feb 13, 2025 J-GAAP
Jan - Mar, 2025 1,433 223 225 223 17.3 15.6 May 14, 2025 J-GAAP
Apr - Jun, 2025 1,483 226 224 222 17.3 15.2 Aug 13, 2025 J-GAAP
Jul - Sep, 2025 1,539 274 271 270 21.1 17.8 Nov 13, 2025 J-GAAP
YoY +6.7% +29.9% +30.3% +30.4% +31.8%

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