AlphaPolis (9467) Q3 2026 earnings summary

Executive summary

• Achieved record-high consolidated revenue of ¥12,289 million for the nine months ended December 2025, up 26.3% year-over-year on a standalone basis.

• Consolidated ordinary profit reached ¥2,783 million, with standalone ordinary profit at ¥2,915 million, both up over 24% year-over-year.

• Operating profit for the period was ¥2,748 million, and profit attributable to owners of parent was ¥1,672 million.

• WHITE FOX, an animation studio, was consolidated from Q3, contributing to new segment reporting.

• Hit titles and anime adaptations continue to drive business growth.

Financial highlights

• Standalone revenue: ¥12,234 million (+26.3% YoY); standalone ordinary profit: ¥2,915 million (+24.7% YoY).

• Gross profit for the nine months was ¥9,485 million, with a gross margin of 77.1%.

• Quarterly standalone ordinary profit exceeded ¥1.1 billion, a record high for two consecutive quarters.

• All publishing genres exceeded prior-year sales, with manga up 31.2% YoY.

• Basic earnings per share for the nine months was ¥57.56.

Outlook and guidance

• Ongoing focus on expanding digital sales and leveraging anime adaptations for further growth.

• Plans to publish numerous high-profile series and expand genre diversity in upcoming quarters.

• Strategic goals include increasing overseas digital manga sales and boosting anime business profits by 2030.

• Full-year forecast for fiscal year ending March 31, 2026: net sales of ¥17,100 million, operating profit of ¥3,720 million, ordinary profit of ¥3,760 million, and profit attributable to owners of parent of ¥2,330 million (EPS: ¥80.18).

• No revisions to previously announced earnings or dividend forecasts.