Thunder Software Technology (300496) Q1 2026 earnings summary

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.