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PCA Corporation (9629) investor relations material
PCA Corporation Q2 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2026 earnings summary28 Oct, 2025
Executive summary
Net sales for the first half of FY2026 rose 4.2% year-over-year to ¥8,223M, driven by strong cloud services growth and new business initiatives, but profitability declined due to higher costs and strategic investments.
Operating profit declined 11.9% year-over-year to ¥1,211M, impacted by a 10.2% increase in development-related expenses.
Profit attributable to owners of parent decreased 16.8% year-over-year to ¥759M.
Strategic M&A included the acquisition of Tyrell Systems Inc. to accelerate development and business synergies.
New product launches and AI initiatives, such as PCA Hub Expense Management and an AI chatbot, supported digital transformation and operational efficiency.
Financial highlights
Net sales: ¥8,223M (+4.2% YOY); operating profit: ¥1,211M (-11.9% YOY); profit attributable to owners: ¥759M (-16.8% YOY); ordinary profit: ¥1,206M (-14.3% YOY); comprehensive income: ¥672M (-53.2% YOY).
Gross profit margin declined by 350 bps to 62.2%; operating profit margin fell by 270 bps to 14.7%.
Cloud service sales rose 15.0% YOY, now 63.0% of total sales; maintenance service sales fell 14.3% YOY.
Subscription & maintenance revenue accounted for over 80% of total revenue.
Earnings per share: ¥37.90 (down from ¥45.59 YOY).
Outlook and guidance
FY2026 full-year net sales forecast revised down to ¥17,539M (-0.8% vs. initial), with operating profit forecast at ¥2,543M (-9.9% vs. initial).
Operating profit expected to decline 5.9% YOY due to increased development and personnel costs.
Dividend forecast maintained at ¥95 per share, with a payout ratio of 115.4%.
Full-year ordinary profit forecast: ¥2,530M (down 5.9% YOY); profit attributable to owners: ¥1,649M (down 5.3% YOY); EPS forecast: ¥82.26.
Impact of increased development costs on profit?
What caused the ARPU decline this quarter?
Explain the loss on investment partnerships.
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Next PCA Corporation earnings date
Q3 202628 Jan, 2026
Next PCA Corporation earnings date
Q3 202628 Jan, 2026
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Frequently asked questions
PCA Corporation is a Japan-based company that provides enterprise software solutions and related services. The company specializes in developing and distributing accounting, payroll, and business management software for small and medium-sized enterprises. Its offerings are designed to support various aspects of corporate operations, including financial management, human resources, and inventory control. The company is headquartered in Tokyo, Japan, and its shares are listed on the Tokyo Stock Exchange.
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