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Simplex (4373) investor relations material
Simplex Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Revenue for the nine months ended December 31, 2025, reached ¥42.5bn, up 24.7% YoY, marking record highs in revenue, gross profit, orders received, and order backlog.
Operating profit rose 54.4% YoY to ¥10.8bn, with profit attributable to owners up 55.7% to ¥7.3bn.
Growth investments in recruitment and R&D, especially in generative AI and web3, were made while revenue and operating profit outpaced previous forecasts.
Strong sales in System Integration and Operation Service, along with robust contract wins in Strategy/DX Consulting, drove growth.
Full-year forecasts for revenue and operating profit were revised upward, and a share buyback of up to ¥5.0bn was announced to enhance capital efficiency.
Financial highlights
9M FY3/26 revenue: ¥42.5bn (+24.7% YoY); operating profit: ¥10.8bn (+54.4% YoY); profit attributable to owners: ¥7.3bn (+55.7% YoY).
Gross profit increased 33.9% YoY to ¥18.6bn, with gross margin improving to 43.7% (+3.0p YoY).
Orders received in Q3 reached ¥15.8bn (+46.8% YoY); order backlog at Q3-end hit ¥23.5bn (+16.9% YoY).
Basic EPS for the period was ¥32.03, and diluted EPS was ¥31.11, reflecting a 4-for-1 stock split.
Total assets as of December 31, 2025, were ¥88.1bn, up ¥9.1bn from March 31, 2025.
Outlook and guidance
FY3/26 revenue forecast raised to ¥58.0bn (+22.4% YoY); operating profit forecast to ¥14.3bn (+32.4% YoY); profit attributable to owners forecast at ¥9.7bn (+24.2% YoY).
Basic EPS forecast is ¥42.14–¥42.56, adjusted for the stock split.
Year-end dividend forecast is ¥18.00 per share, reflecting the stock split.
Revenue progress as of Q3-end exceeded 95% of the full-year forecast, supporting high confidence in achieving targets.
ROE for FY3/26 projected at 19.4%, surpassing the MTBP 2027 target a year ahead.
- TimeTickerHeadlineOpen
- CSIG
IPO seeks $922M+ for tech-driven capital markets platform; strong growth, high dilution, controlled structure. - SVEA
Net profit rose 41% to 10,910 MSEK in 2025, with a proposed 1,338 MSEK dividend. - SWK
Gross margin and net income rose, with CAM divestiture set to reduce debt and boost 2026 outlook. - TOM2
Record Automotive backlog and margin gains offset a 3% revenue decline in 2025. - CMBT
Q1 profit, Golden Ocean merger, and decarbonization drive strong outlook. - CBT
Adjusted EPS down 13% to $1.53 as Battery Materials growth offset Reinforcement Materials decline. - ADVENZYMES
Q3 FY26 revenue up 2% YoY, PAT up 11%, with wind power SPV investment approved. - SIMO
Q4 2025 revenue and margins surged on SSD, eMMC/UFS, and automotive growth; 2026 outlook strong. - FSV
Annual revenue up 5% to $5.50B; Adjusted EBITDA and EPS both saw double-digit growth. - QLINEA
Over 400% revenue growth in 2025, with US expansion and breakeven targeted for 2027.
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