Q3 FY2026 operating profit surged 166% quarter-over-quarter to ¥1.0 billion on ¥13.0 billion in net sales, driven by successful gaming anniversary campaigns.
02
Full-year operating profit forecasts have been raised to ¥4.4 billion, with dividend forecasts increased to ¥21.5 per share to meet a 4% dividend on equity target.
03
The digital transformation consulting segment achieved 18% year-over-year sales growth and a 53% quarterly rise in operating profit, supported by a shift to a recurring-earnings model.
04
The company maintains a strong financial position with a 75% equity ratio and an unrealized portfolio value of approximately ¥41.0 billion, despite a quarterly loss in the investment business due to valuation fluctuations.
05
Strategic expansion includes becoming the largest shareholder of Brave group and prioritizing long-term anime production and licensing to offset temporary earnings shortfalls in the VTuber and IP segments.
06
Future growth strategy for FY2027 focuses on a new pipeline of RPG titles and structural efficiency to build a sustainable earnings base.
Insights
01
Q3 FY2026 operating profit surged 166% quarter-over-quarter to ¥1.0 billion on ¥13.0 billion in net sales, driven by successful gaming anniversary campaigns.
02
Full-year operating profit forecasts have been raised to ¥4.4 billion, with dividend forecasts increased to ¥21.5 per share to meet a 4% dividend on equity target.
03
The digital transformation consulting segment achieved 18% year-over-year sales growth and a 53% quarterly rise in operating profit, supported by a shift to a recurring-earnings model.
04
The company maintains a strong financial position with a 75% equity ratio and an unrealized portfolio value of approximately ¥41.0 billion, despite a quarterly loss in the investment business due to valuation fluctuations.
05
Strategic expansion includes becoming the largest shareholder of Brave group and prioritizing long-term anime production and licensing to offset temporary earnings shortfalls in the VTuber and IP segments.
06
Future growth strategy for FY2027 focuses on a new pipeline of RPG titles and structural efficiency to build a sustainable earnings base.