AlphaPolis (9467) Q2 2026 earnings summary

Executive summary

• Net sales for the second quarter reached 7,989 million yen, with ordinary profit at 1,716 million yen (consolidated) and 1,807 million yen (non-consolidated), marking significant year-on-year growth.

• Profit attributable to owners of parent was 1,029 million yen (consolidated) and 1,120 million yen (non-consolidated) for 2Q.

• This is the first period of consolidated financial statements, including the newly consolidated WHITE FOX Co., Ltd.

• E-book and manga sales saw substantial growth due to sales expansion measures and anime adaptations, hitting record highs on a non-consolidated basis.

• Multiple TV anime adaptations of popular titles contributed to business momentum.

Financial highlights

• Non-consolidated net sales increased by 25.8% year-on-year to 7,989 million yen; ordinary profit rose by 16.5% to 1,807 million yen.

• Operating profit was 1,695 million yen; ordinary profit was 1,716 million yen.

• Gross profit margin improved to 76.6% from 75.4% year-on-year.

• Manga sales, highly compatible with e-books, grew 31.0% year-on-year, accounting for 75.6% of net sales.

• Basic earnings per share: 35.43 yen.

Outlook and guidance

• The company withdrew its previous non-consolidated forecast and issued a consolidated earnings forecast for FY2025: net sales of 17,100 million yen, operating profit of 3,720 million yen, ordinary profit of 3,760 million yen, and profit attributable to owners of parent of 2,330 million yen.

• WHITE FOX's results will be included in consolidated P/L from 3Q onward.

• Dividend forecast for FY ending March 31, 2026: 24.00 yen per share.