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Thunder Software Technology (300496) investor relations material
Thunder Software Technology Q1 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Revenue for Q1 2026 reached ¥1.75 billion, up 19.04% year-over-year, with net profit attributable to shareholders rising 10.60% to ¥102 million.
Operating cash flow surged 154.80% year-over-year to ¥312 million, reflecting strong sales collections.
Basic EPS increased 10.64% year-over-year to ¥0.2226.
Financial highlights
Total assets at quarter-end were ¥13.99 billion, up 3.18% from year-end 2025.
Shareholders’ equity rose 0.68% to ¥10.41 billion.
Non-recurring profit items contributed ¥5.09 million, mainly from government subsidies.
Gross margin for Q1 2026 was approximately 32.7%.
Outlook and guidance
Increased investment in R&D and inventory signals ongoing expansion and product development.
- Revenue up 44.45% to ¥7.78B, net profit up 10.47% to ¥450M, driven by IoT and overseas growth.300496
Q4 202522 Apr 2026 - Net profit fell 73.10% on lower margin and higher R&D, but overseas revenue rose 14.20%.300496
Q2 202413 Feb 2026 - Q3 revenue and profit rebounded sequentially, but year-over-year results remain weak.300496
Q3 202413 Feb 2026 - 2024 revenue up 2.72%, net profit down 12.60%, with strong H2 rebound and global AI focus.300496
Q4 202413 Feb 2026 - Revenue up 24.69% year-over-year, but operating cash flow fell 25.44% amid higher R&D spend.300496
Q1 202513 Feb 2026 - Revenue and net profit surged on robust smart IoT and overseas growth, with strong R&D focus.300496
Q2 202513 Feb 2026 - Q3 2025 saw 42.87% revenue growth and 48.26% net income growth year-over-year.300496
Q3 202513 Feb 2026
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