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eBASE Co. Ltd (3835) investor relations material

eBASE Co. Ltd Q2 2026 earnings summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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Q2 2026 earnings summary31 Oct, 2025

Executive summary

  • Revised earnings forecasts for FY2026 show lower net sales and profits due to a shift toward large-scale custom development projects with lower margins, especially in the daily goods sector, impacting overall profitability and straining resources.

  • Net sales for the six months ended September 30, 2025, were ¥2,437 million, down 3.7% year-over-year.

  • Operating profit decreased 21.5% year-over-year to ¥550 million.

  • Profit attributable to owners of parent fell 20.7% year-over-year to ¥386 million.

  • Measures are being implemented to improve the revenue structure, optimize sales and development processes, and regain growth momentum.

Financial highlights

  • FY2026 2Q net sales: 2,437 million yen (down from 2,530 million yen forecast; -3.7% YoY).

  • 2Q operating profit: 446 million yen (down from 701 million yen YoY; -36.4%).

  • 2Q ordinary profit: 467 million yen (down from 734 million yen YoY; -36.4%).

  • Gross profit for the period was ¥1,193 million, compared to ¥1,295 million in the prior year.

  • Basic earnings per share for the six months was ¥8.61, down from ¥10.75 a year earlier.

Outlook and guidance

  • Full-year FY2026 net sales forecast revised downward by 800 million yen to 5,000 million yen.

  • Full-year net sales forecast is ¥5,000 million, a decrease of 8.6% year-over-year.

  • Full-year ordinary profit forecast revised to 1,350 million yen (down 400 million yen from previous forecast).

  • Operating profit for the full year is projected at ¥1,326 million, down 23.4% year-over-year.

  • Profit attributable to owners of parent is forecast at ¥921 million, a 26.4% decrease year-over-year.

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Frequently asked questions

eBASE Co., Ltd. is a technology firm specializing in the development and sale of packaged software, with a particular focus on content management systems (CMS). Operating through two primary segments, the company offers the eBASE suite of software solutions, which is designed to support content management. Alongside this, eBASE provides system development operations, cloud services based on eBASE technology, and data pool services. The eBASE-PLUS segment encompasses IT development outsourcing, including technical support services, operation and management of center machines, contracted development of eBASE, and server maintenance services. eBASE's solutions cater to various industries, including food, daily necessities, and chemical substance sectors, offering specialized software for these fields as well as for daily goods, housing, data pool, printing industries, sales support, data management, business agreement, order systems, product planning and development, and complaint information management solutions. The company is headquartered in Osaka, Japan, and its shares are listed on the Tokyo Stock Exchange.

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