AMIYA (4258) Q3 2025 earnings summary

Executive summary

• Revenue for the nine months ended September 30, 2025, rose 21.9% year-over-year to ¥4,212.8 million, with operating profit up 117.6% to ¥795.4 million and net profit attributable to shareholders up 101.5% to ¥538.2 million.

• Surpassed profit plans for 11 consecutive quarters, with Q3 operating profit progress exceeding 100% of the revised forecast.

• Transition to subscription model completed, leading to visible profit improvement and higher recurring revenue.

• Demand for security products and services remained strong amid heightened cyberattack risks and new government cybersecurity guidelines.

Financial highlights

• Q3 revenue: ¥4,212 million, up 21.9% year-over-year.

• Q3 operating profit: ¥795 million, up 117.6% year-over-year.

• Q3 net income: ¥538 million, up 101.5% year-over-year.

• Q3 EPS: ¥64.35, up 98.4% year-over-year.

• Gross profit for the period was ¥2,041.3 million, up from ¥1,409.3 million year-over-year.

Outlook and guidance

• Full-year revenue forecast maintained at ¥5,750 million.

• Full-year operating profit forecast revised upward to ¥1,000 million, with net profit guidance raised to ¥680 million.

• EPS forecast for the year is ¥81.31 (post-split basis).

• Dividend policy introduced with a payout ratio of 20% and enhanced shareholder benefits.