ERI Holdings (6083) Q1 2026 earnings summary

Executive summary

• Q1 FY2026 net sales rose 31.1% YoY to ¥5,383 million; operating profit was ¥868 million and profit attributable to owners of parent was ¥521 million.

• Stronger structural and energy-efficiency reviews, energy-related evaluation demand, M&A expansion, and proactive investment ahead of regulatory changes supported performance.

• FY2026 forecasts remained unchanged: net sales ¥22,700 million and operating profit ¥2,800 million.

Financial highlights

• Net sales increased ¥1,276 million YoY; operating profit rose ¥734 million to ¥868 million, up 549.5%.

• Ordinary profit was ¥877 million versus ¥161 million; profit before income taxes was also ¥877 million versus ¥161 million.

• Gross profit was ¥1,918 million versus ¥1,240 million; SG&A expenses were ¥1,049 million versus ¥1,107 million.

• Net income was ¥523 million versus ¥52 million; profit attributable to owners of parent was ¥521 million versus ¥52 million.

• Comprehensive income was ¥525 million versus ¥50 million YoY.

Outlook and guidance

• FY2026 forecast: net sales ¥22,700 million (+14.8%), operating profit ¥2,800 million (+36.9%), and ordinary profit ¥2,800 million (+34.8%).

• Parent-attributable profit forecast is ¥1,700 million (+31.4%); forecast EPS is ¥223.61, up from ¥169.33 in FY2025.

• No revisions to the latest performance forecasts.