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Round One (4680) investor relations material
Round One Q2 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2026 earnings summary10 Nov, 2025
Executive summary
Revenue for FY2026.3 is projected at ¥188.78bn, up from ¥177.05bn in FY2025.3, with continued growth in Japan and the USA.
Operating profit is forecast at ¥30.13bn, with a margin of 16.0%, slightly down from the original plan due to revised store opening schedules and exchange rate effects.
Net profit is expected to reach ¥17.83bn, compared to ¥15.40bn in the previous year.
Revenue for the six months ended September 2025 rose 6.9% year-over-year to ¥91.98bn, with operating profit up 7.4% to ¥14.95bn and net profit up 1.8% to ¥8.85bn.
The company is expanding its U.S. presence, including new store formats with food halls and the launch of the Delicious Project for authentic Japanese cuisine.
Financial highlights
Consolidated revenue for 1H FY2026.3 was ¥91.98bn, a 6.9% increase year-over-year.
Operating profit for 1H FY2026.3 was ¥14.94bn, up 7.4% year-over-year, with a margin of 16.3%.
Gross profit rose 16.1% year-over-year to ¥19.61bn.
EBITDA for the period was ¥35.84bn, with adjusted EBITDA at ¥36.35bn.
Basic earnings per share rose to ¥33.75 from ¥32.21 year-over-year.
Outlook and guidance
Revised full-year revenue guidance is ¥188.78bn, with operating profit at ¥30.13bn and net profit at ¥17.83bn.
Basic earnings per share for the full year is forecast at ¥67.99.
Dividend forecast for the year ending March 2026 is ¥18.00 per share, up from ¥16.00 in the previous year.
Store openings in the USA have been revised downward due to construction delays, but the company maintains its long-term target of 150-200 stores in the U.S.
Dividend payout ratio is targeted at approximately 25% of full-year profit.
Analyze the drivers of lower profit growth
Explain the significant financing cash outflow
Reasons for earnings forecast revision?
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Q3 20266 Feb, 2026
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Frequently asked questions
Round One Corporation is a Japanese company specializing in the operation of indoor entertainment complexes. The company's venues offer a wide range of activities, including bowling alleys, arcade games, karaoke rooms, billiards, and Spo-Cha (a multi-sport entertainment area). The company is also involved in managing various subsidiaries related to its core entertainment business. Round One operates primarily in Japan and the United States. The company is headquartered in Osaka, Japan, and its shares are listed on the Tokyo Stock Exchange.
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