CELSYS, Inc. Revises FY2026 Earnings Forecast Higher on CLIP STUDIO PAINT Success

CELSYS, Inc. (TSE:3663) has raised its earnings forecast for the fiscal year ending December 2026, citing stronger-than-expected demand for its flagship CLIP STUDIO PAINT software following a major version upgrade and accelerated user acquisition in emerging markets.

ItemBeforeAfterChange
RevenueJPY 9.96bnJPY 10.8bn+8.5%
Operating ProfitJPY 3.32bnJPY 4.00bn+20.6%
Ordinary IncomeJPY 3.28bnJPY 4.00bn+21.9%
Net ProfitJPY 2.19bnJPY 2.67bn+21.8%
１株当たり当期純利益JPY 74MJPY 90M+21.8%

The software maker attributed the upward revision to robust reception of CLIP STUDIO PAINT Ver. 5.0, launched in March 2026, combined with outperformance in new user acquisition across emerging markets. Enhanced mobile features and targeted marketing campaigns drove both perpetual license sales and subscription contract volumes beyond plan. The company noted that cost of sales and selling, general and administrative expenses tracked in line with projections, enabling profit expansion to exceed initial guidance.

The revision signals strong momentum in CELSYS’s core creator-economy platform business. The company now projects return on equity (ROE) exceeding 50% for fiscal 2026, substantially surpassing its medium-term management target of 30% or higher. This performance underscores the scalability of CLIP STUDIO PAINT’s subscription and licensing model in both developed and emerging markets, with mobile expansion emerging as a key growth driver.

Source: Original filing (TDnet) | 日本語版

This article is for informational purposes only and does not constitute investment advice. Always verify against the original filing.