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Hennge (4475) investor relations material
Hennge Q4 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
FY2026 net sales rose 17.0% YoY to ¥12,782M; operating income increased 24.9% to ¥2,239M and net income rose 31.5% to ¥1,786M.
HENNGE One drove growth, with sales up 17.7% to ¥12,072M and ARR up 17.2% to ¥13,049M.
Financial highlights
Gross profit rose 16.7% to ¥11,026M; SG&A increased 14.8% to ¥8,787M.
FY2026 operating income, ordinary income and net income exceeded forecasts; net sales reached 99.6% of forecast.
FY2026 advertising expenses were ~¥200M above the initial plan, reflecting expanded marketing and branding for new services.
Outlook and guidance
FY2027 forecast: net sales ¥15,232M (+19.2%), operating income ¥2,631M (+17.5%) and net income ¥1,836M (+2.8%).
FY2027 HENNGE One sales are forecast at ¥14,492M (+20.0%); professional services and others at ¥740M (+4.2%).
FY2027 targets include HENNGE One ARR growth of at least 25% and net headcount growth of 45 or more.
The ¥20B ARR target moved forward to FY2028, alongside a 20%–25% operating-margin target; longer-term ambition exceeds ¥100B ARR by FY2035–FY2037.
- Net sales and profits rose over 17% YoY, with ARR at JPY 12.52B and margins strengthening.4475
Q3 2026 - Double-digit sales and profit growth driven by recurring revenue and new security services.4475
Q2 2026 - Q1 FY2026 saw strong sales and ARR growth, but higher costs pressured margins.4475
Q1 2026 - Net sales up 30.6% YoY, profit surged, and double-digit growth is forecast for FY2026.4475
Q4 2025 - Revenue and profit surged on strong HENNGE One growth and higher ARPU, with robust margins.4475
Q3 2024 - Profits and ARR surged, with strong FY2025 growth and dividend outlook.4475
Q4 2024 - Strong Q1 growth in sales and profit, with ARR and RPU boosted by new contracts and price revision.4475
Q1 2025 - Q2 net sales up 33.6%, ARR hit JPY 10.38B, and full-year guidance was raised.4475
Q2 2025 - Strong revenue and profit growth in Q3 FY2025, with ARR and margins reaching new highs.4475
Q3 2025
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