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Infomart Corporation (2492) investor relations material

Infomart Corporation Q3 2025 earnings summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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Q3 2025 earnings summary31 Oct, 2025

Executive summary

  • Net sales for Q3 FY12/25 rose 22.8% year-over-year to ¥13,803 million, driven by growth in BtoB-PF FOOD and BtoB-PF ES segments and increased digitalization demand.

  • Operating profit surged 258.6% year-over-year to ¥2,407 million, with profit attributable to owners of parent up 181.5% to ¥1,501 million.

  • Number of user companies for BtoB Platform services reached 1,220,000, supporting revenue growth and representing about 33% of all Japanese companies.

  • Achieved significant cost management, especially in data center expenses, contributing to profitability.

  • Revised full-year forecasts upward for operating and ordinary profit, reflecting stronger-than-expected profitability.

Financial highlights

  • Gross profit rose 55.1% year-over-year to ¥10,092 million, with gross margin improving to 73.1% in Q3 due to lower data center costs after cloud migration.

  • Operating profit margin improved by 11.5 points to 17.4% in Q3.

  • Basic earnings per share rose to ¥6.63 from ¥2.36 year-over-year.

  • Total assets grew to ¥16,857 million, and net assets to ¥11,758 million as of September 30, 2025.

  • Stock-type revenue ratio remained high at 97.0% in Q3.

Outlook and guidance

  • Full-year net sales forecast revised to ¥18,823 million, with operating profit forecast raised by 22.1% to ¥2,809 million.

  • Ordinary profit forecast at ¥2,790 million and profit attributable to owners of parent forecast increased by 10.6% to ¥1,500 million.

  • Gross profit margin expected to reach 72.6% for the year, up 3.0 points from previous guidance.

  • Growth expected from continued expansion in both BtoB-PF FOOD and BtoB-PF ES businesses, with further increases in user companies and system usage fees.

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Frequently asked questions

Infomart Corporation is a Japan-based provider of business-to-business (B2B) electronic commerce solutions. The company operates through several business segments including the Order Receiving segment, which offers platforms for streamlining daily ordering and receiving operations; the Standards segment, which promotes food safety and security through B2B platform specifications; and the E-Commerce Service segment, which provides solutions for paperless invoicing and negotiation tools to enhance business efficiency. Additionally, Infomart Corporation engages in menu development and research services for the domestic food industry. The company is headquartered in Tokyo, Japan, and its shares are listed on the Tokyo Stock Exchange.

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