)
Rakus (3923) investor relations material
Rakus Q2 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.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.
Next Rakus earnings date
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.
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.
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.
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
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.
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.
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
I can't remember the last time an app had such a positive impact on my investment process.
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.
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
I can't remember the last time an app had such a positive impact on my investment process.
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.
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
Frequently asked questions
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.
Explore our global coverage
)
)