Laxus Technologies (288A) Q2 2027 earnings summary

Executive summary

• Revenue fell 6.4% YoY to ¥1,023.4m, while operating profit rose 104.5% to ¥104.7m, supported by lower advertising and SG&A costs.

• Acquisition strategy shifted from volume to higher-quality, more-retentive subscribers; contracts ended at 16,613, down 276 YoY, and average ARPU was ¥8,743 vs. ¥9,030.

Financial highlights

• Gross profit was ¥721.3m, down 9.7% YoY; operating expenses declined ¥130.8m, led by lower advertising costs.

• Ordinary profit increased 58.2% YoY to ¥91.0m; interim net income rose 38.0% to ¥64.1m.

• Interim EPS was ¥2.47 vs. ¥1.81 in the prior-year period.

Outlook and guidance

• FY2027 guidance unchanged: revenue ¥2,546m (+11.6%), operating profit ¥295m (+59.5%), ordinary profit ¥255m (+34.3%), and net income ¥152m (+55.1%).

• FY2027 EPS forecast is ¥5.88; forecast outcomes are subject to risks and uncertainties and are not assured.