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WingArc1st (4432) investor relations material
WingArc1st Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Achieved record quarterly sales in FY2026 Q3, reversing previous revenue declines due to strong software license sales and robust recurring revenue streams.
Revenue for the nine months ended November 30, 2025, increased by 4.1% year-over-year to ¥22,502 million.
Cloud services, especially SVF Cloud and Dr.Sum Cloud, grew over 30% year-over-year, with subscriptions up 37% and total recurring revenue up 15%.
Profit attributable to equity holders fell 6.0% year-over-year to ¥4,422 million.
Total comprehensive income surged 58.8% year-over-year to ¥7,090 million, driven by gains in other comprehensive income.
Financial highlights
Revenue rose 4.1% year-over-year to ¥22,502 million; BDS segment up 5.2%, DE segment up 2.1%.
EBITDA decreased 3.3% year-over-year to ¥7,352 million, with margin down 2.5 points to 32.7%.
Basic earnings per share decreased to ¥127.65 from ¥136.45 year-over-year.
Total assets rose to ¥72,210 million as of November 30, 2025, from ¥68,436 million at the previous fiscal year-end.
Equity attributable to equity holders increased to ¥45,117 million, with an equity ratio of 62.5%.
Outlook and guidance
No change to full-year forecast: revenue target ¥31,200 million, EBITDA ¥10,460 million, profit ¥6,400 million.
Progress rates for revenue, EBITDA, and profit are all above 69% as of Q3.
Organic EBITDA margin expected to improve, with company-wide margin remaining flat.
Annual dividend forecast is ¥104 per share, up from ¥104 in the previous year.
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Raising capital for global EV and AI expansion, with regulatory and dilution risks highlighted.
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