Asteria (3853) Q3 2026 earnings summary

Executive summary

• Revenue rose 5.4% year-over-year to 2.46B JPY, driven by growth in the software business.

• Operating profit surged 170.9% year-over-year to 940M JPY, supported by structural reforms and SpaceX valuation gains.

• EPS increased 226.4% year-over-year to 44.6 JPY.

• Net profit attributable to owners of parent was 737M JPY, up 220.9% year-over-year, reflecting improved profitability and investment gains.

• Strong performance driven by software segment and investment valuation gains, notably from SpaceX.

Financial highlights

• Operating profit margin was 38.0%; quarterly profit margin was 29.9%.

• Adjusted EBITDA reached 751M JPY, up 0.6% year-over-year.

• Gross profit ratio was 88.0%, with gross income at 2,166M JPY.

• Basic and diluted EPS were 44.59 JPY, up from 13.66 year-over-year.

• Equity ratio stood at 76%, with cash and deposits of 2.8B JPY.

Outlook and guidance

• Full-year revenue forecast maintained at 3.5B JPY; operating profit forecast revised upward to 900M JPY.

• Net profit forecast newly disclosed at 700M JPY; year-end dividend forecast raised to 9.0 JPY per share.

• Q3 progress rates: 70% for revenue, 104% for operating profit, 105% for net profit.

• No changes to previously announced forecasts.