)
I'LL (3854) investor relations material
I'LL Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Achieved double-digit growth in sales and profit for Q3 YTD FY7/26, driven by large-scale project wins, robust demand for digital transformation, and stable execution, with server delivery delays offset by software-related sales.
Strategic hiring, strengthened project management, and investment in R&D and AI-driven productivity improvements supported operational performance.
Online solutions business maintained growth through new customer acquisition and a shift to higher-end segments.
Advanced "CROSS-OVER" strategy integrating real and online solutions.
Financial highlights
Net sales for Q3 YTD FY7/26 reached ¥15,543 million, up 10.2% year-over-year.
Operating profit rose 22.4% YoY to ¥4,241 million; ordinary profit up 25% to ¥4,268 million; net profit increased 24.4% YoY to ¥2,931 million.
Gross margin improved to 57.3% for Q3 YTD FY7/26; gross profit reached ¥8,905 million.
Net profit per share increased to ¥117.22 from ¥95.81 year-over-year.
Outlook and guidance
Full-year FY7/26 plan maintained at ¥20.7 billion in net sales and ¥5.5 billion in operating profit, with upward revision in profit forecast due to strong project progress.
Dividend for FY7/26 increased to ¥66 per share, aiming for a payout ratio of 35%+ and DOE of 10%+.
Three-year plan (FY7/26–28) focuses on accelerating growth investment, especially in R&D, HR, and AI integration.
Net profit per share for the full year projected at ¥161.95.
Management notes forecasts are subject to economic and market uncertainties.
- Net sales rose 6.2% YoY, but operating profit fell 5.9% amid higher costs and new trust initiatives.3854
Q1 20257 May 2026 - Integrated DX solutions drive SME productivity, profitability, and sustainable growth.3854
Company presentation7 May 2026 - Record sales and profit growth, higher dividends, and new incentive plans amid robust IT demand.3854
Q4 20257 May 2026 - Net sales and profits increased, with treasury share transactions impacting net assets.3854
Q2 20257 May 2026 - Record sales and profit growth driven by digital transformation demand and recurring revenue.3854
Q3 20257 May 2026 - Double-digit profit and sales growth driven by digital transformation and recurring revenue.3854
Q1 20267 May 2026 - Upward profit and dividend revisions reflect strong growth, record margins, and robust project execution.3854
Q2 20267 May 2026
Next I'LL earnings date
Next I'LL earnings date
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
I can't remember the last time an app had such a positive impact on my investment process.
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
I can't remember the last time an app had such a positive impact on my investment process.
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
Frequently asked questions
Explore our global coverage
)
)