AlphaPolis (9467) Q2 2025 earnings summary

Executive summary

• Net sales and profits reached record highs in the second quarter, driven by strong e-book sales, price revisions, and successful anime adaptations of popular series.

• Net sales for the six months ended September 30, 2024, rose 24.1% year-over-year to ¥6,348 million, with operating profit up 32.5% to ¥1,546 million and net profit up 32.5% to ¥961 million.

• Expansion into overseas markets advanced with the launch of French-language manga e-books and a medium-term strategy targeting 30% overseas profit ratio for digital manga by FY2030.

• New AI-powered website features and increased manga web series support user engagement and content growth.

• Basic earnings per share increased to ¥99.29 from ¥74.95 year-over-year.

Financial highlights

• Net sales for April–September 2024 rose 24.1% year-over-year to ¥6,348 million.

• Ordinary profit increased 32.5% year-over-year to ¥1,551 million, with a profit margin of 24.4%.

• Gross profit grew 25.3% to ¥4,784 million; net income rose 32.5% to ¥961 million.

• Operating profit at ¥1,546 million versus ¥1,167 million a year ago, with improved margin.

• Cash and deposits at period-end were ¥10,417 million, up from ¥9,707 million at the previous fiscal year-end.

Outlook and guidance

• Ongoing focus on expanding overseas sales and anime business, aiming for a 20-fold increase in anime profits and 30% overseas profit ratio for digital manga by FY2030.

• Full-year net sales forecasted at ¥11,600 million, up 12.2% year-over-year.

• Operating profit projected at ¥2,510 million, up 10.5% year-over-year.

• Net profit forecasted at ¥1,560 million, up 11.2% year-over-year.

• Stock split planned for December 2024/January 2025 to improve liquidity and broaden investor base.