PRONEXUS (7893) Q2 2026 earnings summary

Executive summary

• First-half revenue rose 3.0% YoY to ¥18,421 million, supported by BPO and event demand and JBA Holdings revenue included from September.

• Operating profit fell 4.6% YoY to ¥3,018 million, reflecting higher system-upgrade and personnel costs.

• Profit attributable to owners of parent declined 33.9% to ¥2,071 million, mainly due to the absence of a prior-year ¥1,411 million gain on sale of equity-method investments.

Financial highlights

• Gross profit rose 2.0% YoY to ¥7,469 million.

• Cost of sales increased 3.7% to ¥10,952 million, while SG&A rose 6.3% to ¥4,485 million.

• Profit before tax was ¥3,065 million, down 33.3% YoY; first-half EPS was ¥81.19 versus ¥122.76.

• Total assets were ¥40,267 million at September 30, 2025, and equity attributable to owners of parent was ¥25,128 million.

Outlook and guidance

• FY2026 forecast: revenue ¥31,800 million, operating profit and profit before tax ¥2,800 million each, and profit attributable to owners of parent ¥1,800 million.

• Forecast basic EPS is ¥70.56; the revenue forecast is up 2.6% YoY.

• JBA Holdings consolidation impact, including business-combination accounting, was under review and not reflected in guidance.

• Prior-year results included a ¥2,503 million goodwill impairment; FY2026 core operating profit excludes non-recurring gains and losses such as M&A-related impairment.