Third Quarter FY2026 Financial Results

The third quarter of fiscal year 2026 reflects a period of robust financial performance and strategic realignment, characterized by consolidated net sales of ¥13.0 billion and an operating profit of ¥1.0 billion. This success, marked by a 166% quarter-over-quarter surge in operating profit, was primarily fueled by high-performing anniversary campaigns within the core gaming segment. Bolstered by these results, the company has raised its full-year operating profit forecast to ¥4.4 billion and increased its dividend forecast to ¥21.5 per share, signaling a commitment to a 4% dividend on equity target.

Operational growth remains diversified across several key industry segments. The digital transformation consulting business emerged as a standout performer, achieving an 18% year-over-year sales increase and a 53% quarterly rise in operating profit, driven by a successful transition to a recurring-earnings model. While the VTuber and IP segments experienced temporary earnings shortfalls due to upfront investments and business ramp-up periods, the company is actively securing its future through strategic moves, such as becoming the largest shareholder of Brave group and prioritizing long-term anime production and licensing revenue.

Looking toward fiscal year 2027, the firm is balancing immediate cost management with a focus on a high-potential pipeline of new RPG titles and structural efficiency. Although the investment business reported a quarterly loss due to valuation fluctuations, the company maintains a strong financial foundation with an equity ratio of 75% and an unrealized portfolio value of approximately ¥41.0 billion. By prioritizing these long-term initiatives alongside disciplined fiscal management, the organization is positioning itself to establish a stable, sustainable earnings base that supports its medium-term growth objectives.