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OBIC Business Consultants (4733) investor relations material
OBIC Business Consultants Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Net sales for Q3 FYE3/2026 increased by 9.0% year-over-year to ¥37,877 million, with operating profit up 8.5% to ¥17,270 million and net profit rising 7.2% to ¥12,561 million, driven by strong cloud business growth and recurring revenue expansion.
Basic earnings per share for the period was ¥167.10, up from ¥155.93 in the prior year.
Cloud ARR grew 12.0% year-over-year, with core cloud business ARR CAGR at 45% and total cloud revenue CAGR at 35%.
Dividend policy updated: year-end dividend for March 2026 raised from ¥53 to ¥58 per share, with a projected payout ratio of 48%.
Financial highlights
Gross profit for the nine months was ¥32,089 million, up from ¥29,041 million year-over-year, with gross margin at 84.7%.
Ordinary profit reached ¥18,328 million, an 8.8% increase from the previous year.
Cash and cash equivalents at period end were ¥160,166 million, down from ¥161,047 million at the start of the period.
Net cash provided by operating activities was ¥9,246 million, while investing activities used ¥2,383 million and financing activities used ¥7,743 million.
Recurring revenue ratio reached 83.9% for 1Q-3Q FYE3/2026.
Outlook and guidance
Full-year forecast for fiscal year ending March 31, 2026: net sales of ¥51,700 million (+10.0% YoY), operating profit of ¥24,000 million (+10.4% YoY), ordinary profit of ¥25,000 million (+8.5% YoY), and net profit of ¥17,350 million (+7.2% YoY).
Basic earnings per share forecasted at ¥230.79 for the full year.
Continued focus on cloud migration, digitalization, and AI-driven solutions to sustain growth.
Dividend payout ratio expected to remain around 48%, with annual dividend forecast revised upward to ¥111.00 per share.
- TimeTickerHeadlineOpen
- 6 FebJ
Strong growth, digital innovation, and margin expansion drive robust multi-year financial outlook. - 6 Feb004020
Operating profit rose on cost savings and high-value sales, with major US expansion underway. - 6 FebJOUT
Net sales up 31%, gross margin at 36.6%, and net loss narrowed to $3.3 million. - 6 FebPECO
Record 2025 occupancy and 7% Core FFO growth; 2026 targets 5.5% FFO growth and strong acquisitions. - 6 FebPROV
Q2 FY2026 net income rose 65% year-over-year, with higher margins and strong credit quality. - 6 FebNVDA
AI-driven digital twins and accelerated computing are set to revolutionize industrial design and manufacturing. - 6 FebCDP
2025 FFO/share rose 5.8% to $2.72, with strong leasing and investment; 2026 guidance signals more growth. - 6 FebCRI
Q1 2025 saw record revenue, a return to profit, and major new contracts in space technology. - 6 FebCRI
Net loss widened to 7.5m PLN in H1 2024 as revenue fell and R&D costs remained high. - 6 FebCRI
Net loss deepened on lower sales and higher costs, but major new contracts and restructuring are underway.
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