Celsys, the Tokyo-listed maker of CLIP STUDIO PAINT, has raised its half-year profit forecast for the six months to June 2026, citing sales that ran ahead of plan after the software's biggest upgrade in years. The company now expects net sales of ¥5.56bn for the period, up 10.8% from the ¥5.02bn it projected in February. Operating profit is forecast at ¥2.22bn, up 38.9% from the earlier ¥1.60bn estimate, and ordinary profit rises 41.9% to ¥2.24bn. Interim net income climbs 42.3% to ¥1.50bn, lifting earnings per share to ¥50.59 from a prior estimate of ¥35.57.
| Metric | Previous forecast | Revised forecast | Change |
|---|---|---|---|
| Net sales | ¥5.02bn | ¥5.56bn | +10.8% |
| Operating profit | ¥1.60bn | ¥2.22bn | +38.9% |
| Ordinary profit | ¥1.58bn | ¥2.24bn | +41.9% |
| Interim net income | ¥1.05bn | ¥1.50bn | +42.3% |
| EPS (yen) | ¥35.57 | ¥50.59 | - |
Celsys credits the beat to CLIP STUDIO PAINT version 5.0, a major upgrade released in March 2026 that drew a strong response from users worldwide. New-user promotional campaigns ran alongside the launch, and both one-time purchase licenses and subscription sign-ups outpaced the company's original plan.
The company left its full-year guidance from February untouched. Management said second-half revenue should track steadily on subscription income, and it plans to run its usual annual promotional campaign for perpetual licenses later in the year. Celsys said it would revise its full-year forecast promptly if second-half performance points to an upside surprise, but for now investors get a stronger half-year number without a matching upgrade to the year's outlook.
For comparison, Celsys posted ¥4.74bn in net sales and ¥870mn in net income over the same six months a year earlier, meaning even the original February forecast pointed to solid growth before this upward revision arrived.