Nijisanji Operator ANYCOLOR Reports 30% Revenue Increase for Fiscal Year Ending April 2026
The results show Nijisanji's revenue model shifting from Super Chat to merchandise and events, with commerce now accounting for over 68% of total revenue, while the company signals a deliberate slowdown in growth to manage costs and VTuber scheduling.
Key Facts
- ANYCOLOR Inc. reported revenue of approximately 55.7 billion yen for the fiscal year ending April 2026, a 29.9% increase year-on-year.
- Commerce segment revenue rose 36.8% to about 38.1 billion yen, driven by the Nijisanji 8th anniversary campaign and pre-sales for Nijifes 2026.
- YouTube views for the fiscal year hit 6.2 billion, up 17.3%, and revenue per VTuber increased from 252 million yen to 311 million yen.
- In the fourth quarter, revenue was approximately 13.7 billion yen, a 2.2% year-on-year decline, partly due to 1.8 billion yen in inventory valuation losses.
- ANYCOLOR forecasts revenue of 56 to 60 billion yen for the fiscal year ending April 2027, with a medium-term target of 80 billion yen by April 2029.
Reporting from 3 sources: Inside, MoguLive, PANORA.
ANYCOLOR Inc., the operator of Nijisanji, announced its full-year financial results for the fiscal year ending April 2026 on June 10, 2026. Revenue reached approximately 55.7 billion yen, a 29.9% increase year-on-year. Operating profit rose 23.9% to about 20.2 billion yen, and net profit increased 22.4% to roughly 14.1 billion yen. The commerce segment led growth, rising 36.8% to approximately 38.1 billion yen, driven by the Nijisanji 8th anniversary campaign and pre-sales for Nijifes 2026. Events revenue grew 44.9% to about 4.1 billion yen, supported by more large-scale performances. YouTube views for the fiscal year hit 6.2 billion, up 17.3%. The number of VTubers increased by a net 9 to 179, and revenue per VTuber rose from 252 million yen to 311 million yen. For the fiscal year ending April 2027, ANYCOLOR forecasts revenue of 56 to 60 billion yen and operating profit of 18 to 20 billion yen, citing disciplined management of VTuber usage frequency and rising personnel costs. The company also set a medium-term target of 80 billion yen in revenue and 26 billion yen in operating profit by fiscal year ending April 2029.
In the fourth quarter alone, revenue was approximately 13.7 billion yen, a 2.2% year-on-year decline. The company introduced a new standard for recording inventory valuation losses in the fourth quarter, resulting in roughly 1.8 billion yen in such losses. The promotion segment fell short of initial forecasts due to delays in recognition timing.
The financial briefing materials show the revenue breakdown more granularly. Total revenue from Super Chat, memberships, and video ad revenue was approximately 1.4 billion yen. Corporate PR projects, or sponsored content, amounted to about 1.7 billion yen, surpassing Super Chat revenue. The merchandise commerce market exceeded 10 billion yen.
Demographic data from the briefing materials reveals a split in the fanbase. The ratio of ANY COLOR ID registrations, required for purchasing Nijisanji Fes tickets or shopping at the official store, is 71% female to 29% male. But YouTube viewing time is nearly balanced, with 54% male and 46% female.
For the first quarter of the current fiscal year, the company expects revenue of 15.6 billion yen, down 1.1% year-on-year, and operating profit of 5.7 billion yen, down 18.8%. The medium-term target aims for revenue of 80 billion yen and operating profit of 26 billion yen by the fiscal year ending April 2029. The company plans five initiatives to reach that target, including strengthening the content supply system and developing the overseas VTuber market. Regarding studio expansion, the company is considering starting operations during the fiscal year ending April 2028.
Synthesized by Yomimono from the 3 cited sources below, including Japanese-language reporting where cited, then editorially reviewed before publishing.