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eWeLL, Jul-Sep (3Q) Ordinary Profit Increases by 39%, Current Fiscal Year Dividend Revised Upward by 1 Yen
5038 eWeLL Co.,Ltd. 【J-GAAP】
Earnings ReporteWeLL Co.,Ltd. <5038> [TSE Growth] announced its financial results after the market closed on November 14th (15:31). The ordinary profit (non-consolidated) for the cumulative third quarter of the fiscal year ending December 2025 (January to September) expanded 1.20 billion yen, an increase 45.7% compared to the same period last year. Progress toward the full-year plan of 1.49 billion yen was 80.2%, also surpassing the three-year average of 76.3%.
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 October to December period (4Q) is expected to decrease 5.1% from the same period last year to 0.29 billion yen.
At the same time, the company has increased its planned year-end lump-sum dividend for the current fiscal year from the original plan of 15 yen to 16 yen (compared to 12 yen in the previous period).
In the most recent three-month period, from July to September (3Q), the ordinary profit increased 38.9% from the same period last year, reaching 0.41 billion yen. The operating profit margin rose from 45.0% in the same period last year to 46.8%.
Kabutan News
Actual Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Progress Rate vs. First Half | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Jan - Sep, 2023 | 1,499 | 708 | 710 | 474 | 33.8 | 78.0 | Nov 10, 2023 | J-GAAP |
| Jan - Sep, 2024 | 1,860 | 823 | 825 | 579 | 38.7 | 72.5 | Nov 14, 2024 | J-GAAP |
| Jan - Sep, 2025 | 2,473 | 1,195 | 1,202 | 832 | 55.0 | 80.2 | Nov 14, 2025 | J-GAAP |
| YoY | +33.0% | +45.2% | +45.7% | +43.7% | +42.2% |
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 | 1,746 | 706 | 708 | 492 | 32.3 | 15 | Aug 14, 2025 | J-GAAP |
| Jul - Dec, 2025 New | 1,746 | 706 | 708 | 492 | 32.3 | 16 | Nov 14, 2025 | 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 |
|---|---|---|---|---|---|---|---|---|
| Dec, 2025 Prev | 3,349 | 1,494 | 1,499 | 1,040 | 68.2 | 15 | Feb 14, 2025 | J-GAAP |
| Dec, 2025 New | 3,349 | 1,494 | 1,499 | 1,040 | 68.2 | 16 | Nov 14, 2025 | 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 |
|---|---|---|---|---|---|---|---|---|
| Jul - Dec, 2024 | 1,366 | 607 | 609 | 443 | 29.5 | 12 | Feb 14, 2025 | J-GAAP |
| Jul - Dec, 2025 Guidance | 1,746 | 706 | 708 | 492 | 32.3 | 16 | Nov 14, 2025 | J-GAAP |
| YoY | +27.8% | +16.3% | +16.3% | +11.1% | +9.3% |
Current Period Guidance
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Dec, 2023 | 2,069 | 908 | 910 | 612 | 43.1 | 10 | Feb 13, 2024 | J-GAAP |
| Dec, 2024 | 2,571 | 1,135 | 1,138 | 808 | 53.8 | 12 | Feb 14, 2025 | J-GAAP |
| Dec, 2025 Guidance | 3,349 | 1,494 | 1,499 | 1,040 | 68.2 | 16 | Nov 14, 2025 | J-GAAP |
| YoY | +30.3% | +31.6% | +31.7% | +28.7% | +26.7% |
Quarterly Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Operating Profit Margin | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Jul - Sep, 2024 | 655 | 295 | 296 | 214 | 14.3 | 45.0 | Nov 14, 2024 | J-GAAP |
| Oct - Dec, 2024 | 711 | 312 | 313 | 229 | 15.3 | 43.9 | Feb 14, 2025 | J-GAAP |
| Jan - Mar, 2025 | 754 | 376 | 378 | 261 | 17.3 | 49.9 | May 15, 2025 | J-GAAP |
| Apr - Jun, 2025 | 849 | 412 | 413 | 287 | 19.0 | 48.5 | Aug 14, 2025 | J-GAAP |
| Jul - Sep, 2025 | 870 | 407 | 411 | 284 | 18.8 | 46.8 | Nov 14, 2025 | J-GAAP |
| YoY | +32.8% | +38.0% | +38.9% | +32.7% | +31.4% |
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