FinancialAkatsuki
Consolidated Results Supplementary Information for Q2 of FYE March 2026
1 Nov 20253 pages~6 min full read
Akatsuki Inc. reported an 80% increase in net income to ¥3,020 million for Q2 FYE March 2026, largely driven by successful investee exits and reduced valuation losses on investment securities.
See it on page 1The Games & Comics segment, the company's primary revenue driver, saw a 10% year-over-year sales decline to ¥7,248 million due to the cooling of existing titles.
See it on page 2The August 2025 launch of 'Kaiju No. 8 The Game' generated over ¥2 billion in its first month, with 40% of those sales coming from overseas markets.
See it on page 1The Entertainment & Lifestyle segment grew 36% year-over-year, bolstered by merchandising solutions and recent M&A activity.
See it on page 1The company is expanding its portfolio through the acquisition of PAPABUBBLE, WOWs, Natee, and AI Talent Force, which will be integrated into consolidated results starting in Q3.
See it on page 1Total assets rose to ¥59,400 million by the end of Q2, reflecting increased fixed assets from the company's recent strategic investments.
See it on page 3Akatsuki Inc. reported its consolidated financial results for the second quarter of the fiscal year ending March 2026, highlighting a period of strategic transition. While overall group sales and operating profits saw year-over-year declines, net income rose by 80% to ¥3,020 million, and adjusted EBITDA increased by 4% to ¥4,015 million. These gains were primarily driven by successful investee exits and a significant reduction in valuation losses for investment securities, which improved other income by ¥1,621 million compared to the previous year.
The Games & Comics segment remains the primary revenue driver, though it experienced a 10% decline in quarterly sales to ¥7,248 million. This was attributed to the natural cooling of existing titles and comics compared to a high-performance prior year. However, the August 2025 launch of Kaiju No. 8 The Game provided a significant boost, generating over ¥2 billion in its first month with a 40% overseas sales ratio. Conversely, the Entertainment & Lifestyle segment grew 36% year-over-year, supported by merchandising solutions and recent M&A activity.
The financial outlook emphasizes future value creation through recent acquisitions, including PAPABUBBLE and WOWs, which will be integrated into consolidated results starting in the third quarter. Additionally, the company is expanding into AI and DX solutions through the acquisition of Natee and AI Talent Force. Total assets increased to ¥59,400 million by the end of the second quarter, reflecting higher fixed assets following these strategic investments. Operating expenses shifted as R&D costs for new titles were reclassified to cost of goods sold upon release, alongside a one-time reimbursement of R&D expenses for Hyke: Northern Light(s).
