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Broadleaf (3673) investor relations material

Broadleaf Q2 2025 earnings summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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Q2 2025 earnings summary6 Aug, 2025

Executive summary

  • Revenue for the second quarter rose 16.6% year over year to 9,819 million yen, driven by growth in cloud services, subscription-based software, and PC replacement demand.

  • Operating profit reached 771 million yen, reversing a prior-year loss, and net income attributable to owners was 417 million yen, up from a loss of 14 million yen.

  • Full-year operating profit forecast was revised upward due to strong progress and a favorable business environment.

  • Cloud services sales surged 45.0% year over year, while packaged system sales declined 17.3% as the transition to cloud continued.

  • The company recorded an impairment loss on shares of an equity-method affiliate during the period.

Financial highlights

  • Second quarter revenue reached 9,819 million yen, up 16.6% year over year.

  • Operating profit was 771 million yen, compared to a loss of 44 million yen in the prior year.

  • Gross profit increased to 6,371 million yen from 5,460 million yen year over year.

  • Net income attributable to owners was 417 million yen, up from a loss of 14 million yen.

  • Recurring revenue increased 18.6% year over year, with a recurring revenue ratio of 71.7%.

Outlook and guidance

  • Full-year revenue forecast maintained at 20,100 million yen, up 11.4% year over year.

  • Operating profit forecast raised to 1,600 million yen, more than doubling year over year.

  • Net income forecast at 1,000 million yen, up 191.5% year over year; basic EPS forecast at 11.13 yen.

  • Year-end dividend forecast maintained at 2.50 yen per share, total annual dividend 5.00 yen.

  • Cloud adoption rate targeted to reach 35% by year-end and 100% by 2028.

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Frequently asked questions

Broadleaf Co., Ltd. is a Japanese company specializing in the development and provision of software and IT solutions for industries such as automotive, logistics, and manufacturing. The company offers cloud-based platforms and management systems tailored for business operations, including inventory management, customer relationship management (CRM), and supply chain optimization. Broadleaf also provides data services and support for digitizing workflows. The company is headquartered in Tokyo, Japan, and its shares are listed on the Tokyo Stock Exchange.

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