Logotype for Rakus Co Ltd

Rakus (3923) investor relations material

Rakus Q2 2026 earnings summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
Logotype for Rakus Co Ltd
Q2 2026 earnings summary17 Nov, 2025

Executive summary

  • Achieved stable year-over-year sales growth, with H1 FY2026.3 net sales up 25.1% to ¥28,781 million and operating profit up 65.4% to ¥7,708 million, driven by increased revenues and efficient advertising activities.

  • Profit attributable to owners of parent rose 73.8% to ¥6,311 million, and comprehensive income increased to ¥5,261 million.

  • Cloud Business outperformed plans despite intensified competition, while IT Outsourcing Business maintained strong performance.

  • Full-year guidance and dividend were revised upward, and a capital and business alliance with Plus Alpha Consulting was announced.

  • Integrated key services under the Raku Raku Cloud brand and launched new AI features.

Financial highlights

  • Net sales for H1 FY2026.3 reached ¥28,781 million, up 25.1% year-over-year, with operating profit at ¥7,708 million (+65.4%) and profit attributable to owners of parent at ¥6,311 million (+73.8%).

  • EBITDA was ¥8,357 million, up 61.3% year-over-year.

  • Gross profit for the period was ¥21,651 million, up from ¥17,013 million year-over-year.

  • Earnings per share increased to ¥17.48 from ¥10.02 year-over-year.

  • Number of employees increased by 18.3% year-over-year to 3,301.

Outlook and guidance

  • Full-year net sales guidance revised upward to ¥60,000 million (+1.0% from initial), operating profit to ¥16,000 million (+6.7%), and profit attributable to owners of parent to ¥12,100 million (+3.5%).

  • Dividend per share guidance raised from ¥3.25 to ¥3.40.

  • EPS guidance for FY2026.3 revised to ¥33.54 (after stock split adjustment).

  • Both Cloud and IT Outsourcing segments expected to exceed initial guidance, with improved OP margin in IT Outsourcing.

  • Personnel costs expected below initial guidance due to hiring challenges, while advertising costs are projected to exceed initial guidance.

Strategy behind significant investment securities sale?
Rationale for substantial treasury share purchases?
Why lower dividend forecast despite strong growth?
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.

Next Rakus earnings date

Logotype for Rakus Co Ltd
Q3 202613 Feb, 2026
Your earnings 
season toolkit.
Download
Free on both iOS & Android.

Next Rakus earnings date

Logotype for Rakus Co Ltd
Q3 202613 Feb, 2026

The essential earnings season companion

The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.

Live calls and transcripts

Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.

Find what you need faster

Search for any keyword across all transcripts simultaneously.

Easily store key findings

Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.

Your watchlist. Your dashboard.

Follow the companies that matter to you. Get a personalized feed with real-time updates.

Be the first to know

Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.

Consensus estimates

Access analyst consensus estimates, valuation multiples, and revenue segments splits.

All IR material in one place

The easiest way to stay updated during earnings season.

Global coverage

All events from public companies. Live and recorded.

Just click and listen

No webcast links. No manual registrations.

Research anytime, anywhere

Built for professionals. Loved by everyone. Try our free mobile app.

excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
App-store-avatar.png play-store-avatar.png
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
play-store-avatar
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
App-store-avatar.png play-store-avatar.png
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
App-store-avatar.png play-store-avatar.png
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
play-store-avatar
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
App-store-avatar.png play-store-avatar.png
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
x-avatar
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
App-store-avatar.png play-store-avatar.png
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
x-avatar
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
x-avatar
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
App-store-avatar.png play-store-avatar.png
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
x-avatar
@theshortbearx.com

Frequently asked questions

Rakus Co., Ltd. is a Japanese technology company that develops and provides cloud-based software solutions aimed at improving business efficiency. Its offerings include tools for expense management, email security, IT support, and workflow automation, catering primarily to small and medium-sized enterprises (SMEs) across various industries. Rakus’ services are designed to streamline administrative tasks, reduce operational costs, and enhance digital productivity for clients. The company is headquartered in Tokyo, Japan, and its shares are listed on the Tokyo Stock Exchange.

Quartr provides global coverage of all investor relation material from public companies.

  • Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.

  • Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.

  • Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.

Yes, the Quartr mobile app is free on both iOS and Android.

Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.

Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.

Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.

Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.

Explore our global coverage