Bengo4.com (6027) Q2 2026 earnings summary

Executive summary

• Net sales for FY3/2026 Q2 increased 16.8% year-over-year, with operating profit up 118% year-over-year, both exceeding budget expectations.

• Net sales rose 16.0% year-over-year to ¥7,764 million for the six months ended September 30, 2025, driven by growth in both core business segments.

• Operating profit nearly doubled, up 98.8% year-over-year to ¥1,084 million, with profit attributable to owners of parent up 93.5% to ¥655 million.

• Major product launches and AI-driven initiatives, including the Legal Brain Agent, contributed to performance.

Financial highlights

• Net sales: 3,962 million yen (+16.8% YoY, +4.2% QoQ).

• Operating profit: 573 million yen (+118% YoY, +12.4% QoQ), operating profit ratio 14.5%.

• EBITDA: 1,535 million yen (+67.0% YoY), EBITDA margin 20.5%.

• Net profit: 334 million yen (+115% YoY, +4.2% QoQ).

• Company-wide ARR reached 13.22 billion yen; CloudSign ARR grew 29.2% YoY.

Outlook and guidance

• Q2 progress rate of 48.2% toward full-year net sales forecast, exceeding planned pace.

• Full-year net sales forecast at ¥16,100 million, up 14.4% year-over-year.

• Operating profit projected at ¥2,000 million, up 43.9% year-over-year.

• No change to previously announced earnings forecasts.

• Anticipates further growth from new product features and changes to CloudSign free plan in December 2025.