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OBIC Business Consultants Co (4733) investor relations material
OBIC Business Consultants Co Q2 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2026 earnings summary29 Oct, 2025
Executive summary
Net sales for 1H FY2026 rose 9.6% year-over-year to ¥24,931 million, with operating profit up 10.4% to ¥11,160 million and net profit up 8.4% to ¥8,273 million.
Achieved strong growth in cloud business, with ARR up 12.3% year-over-year and cloud revenue up 20.4% year-over-year, driven by SaaS expansion and high contract retention rates.
Basic earnings per share increased to ¥110.05 from ¥101.53 year-over-year.
Cloud solutions, especially core business and Bugyo Cloud Edge, led sales growth, while on-premises sales declined as expected due to the shift to cloud.
Financial highlights
Annual Recurring Revenue (ARR) reached ¥42.5 billion as of September 2025, up from ¥37.9 billion a year earlier.
Gross profit for the period was ¥21,060 million, up from ¥19,028 million year-over-year.
Ordinary profit increased 10.7% year-over-year to ¥11,945 million.
Cloud ARPU increased 13.2% year-over-year to ¥562,000.
Recurring revenue ratio improved to 83.7% in 1H FY2026, with recurring revenue CAGR at 19.0% from 2022 to 2025.
Outlook and guidance
Full-year forecast for fiscal year ending March 31, 2026: net sales ¥51,700 million (+10.0% YoY), operating profit ¥24,000 million (+10.4% YoY), net profit ¥17,350 million (+7.2% YoY), and basic EPS ¥230.79.
Business strategy focuses on accelerating cloud migration, expanding Bugyo V ERP Cloud sales, digitalizing peripheral operations, BPaaS growth, and enhancing AI and security.
End of support for Bugyo 11 series in April 2027 to drive further cloud migration.
Continued investment in AI-driven automation, security, and compliance to maintain competitive advantage.
No revisions to previously announced earnings or dividend forecasts.
Explain the drop in operating cash flow
Purpose of increased intangible asset purchases?
What drove the unearned revenue decrease?
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Next OBIC Business Consultants Co earnings date
Q3 202626 Jan, 2026
Next OBIC Business Consultants Co earnings date
Q3 202626 Jan, 2026
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Frequently asked questions
OBIC Business Consultants Co., Ltd. is a Tokyo-based corporation engaged primarily in the software industry. The company's core activities include the development of business solution technology and information technology (IT) solution technology. It specializes in the sale of products to customers through sales partners, along with offering services such as maintenance and introduction guidance. Additionally, OBIC Business Consultants is involved in the development and sale of business software, focusing on areas like master bills, and operates in the computer system integration and system support business sectors. The firm also deals in office automation (OA) related equipment and consumables. The company is headquartered in Tokyo, Japan, and its shares are listed on the Tokyo Stock Exchange.
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