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Soracom (147A) investor relations material
Soracom Q2 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2026 earnings summary12 Nov, 2025
Executive summary
Recurring revenue for the first half reached 4.11bn JPY, up 34.4% year-over-year, with ARR exceeding 10bn JPY as of September 2025.
Total revenue/net sales rose 35.9% year-over-year to 4.98bn JPY, driven by global growth and Misora Connect consolidation.
EBITDA increased 2.4x and operating profit surged 144.0% YoY, with profit attributable to owners up 429.7% to 233mn JPY.
Comprehensive income for the period was 215mn JPY, reversing a prior year loss.
Transformation into a post-AI organization, leveraging generative AI for automation and cost efficiency.
Financial highlights
Recurring revenue: 4,118mn JPY (+34.4% YoY); total revenue: 4,988mn JPY (+35.9% YoY).
Gross profit: 2,637mn JPY (+22.7% YoY), margin at 52.9% (down 5.7pt YoY due to Misora Connect consolidation).
SG&A ratio to revenue improved by 9.2pt YoY to 46.6% through generative AI-driven efficiency.
EBITDA: 449mn JPY (9.0% margin), operating profit: 311mn JPY (6.2% margin), both showing strong YoY growth.
Basic earnings per share increased to 5.17 JPY from 0.98 JPY a year earlier.
Outlook and guidance
FY3/26 recurring revenue forecast: 8,690–9,410mn JPY (+37.9% YoY); total revenue: 10,800–11,800mn JPY (+25.7% YoY).
Gross profit expected to grow 18.2% YoY; EBITDA forecasted at 1,060–1,210mn JPY (+36.1% YoY).
Operating profit guidance: 600–750mn JPY (5.6–6.4% margin); profit attributable to owners forecast at 420–570mn JPY.
Full-year profitable growth target (recurring revenue growth + EBITDA margin) remains above 40%.
No cash dividends are planned for the fiscal year.
Explain H2 operating profit forecast outlook
Misora Connect acquisition's strategic value
Impact of non-current asset growth on cash
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Frequently asked questions
Soracom Inc is a Japanese technology company providing Internet of Things (IoT) connectivity and cloud solutions. The company’s platform offers services such as cellular and wireless connectivity, IoT device management, and data security solutions to support IoT applications across various industries. Soracom enables businesses to deploy, manage, and scale IoT networks efficiently, serving sectors including logistics, agriculture, energy, and smart cities. The platform integrates data analytics and cloud connectivity to optimize device operations and enhance real-time data management. The company is headquartered in Tokyo, Japan.
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