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Bengo4.com (6027) investor relations material
Bengo4.com Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Net sales for the first nine months ended December 31, 2025, rose 15.5% year-over-year to ¥11,872 million, with operating profit up 119.1% to ¥1,663 million and profit attributable to owners of parent up 112.0% to ¥990 million.
Company-wide ARR reached 13.67 billion yen, with CloudSign ARR growing 22.4% year-over-year.
Record quarterly operating profit of 578 million yen achieved, representing 83.2% of the full-year forecast.
The company launched Legal Brain Agent, an AI legal agent, in May 2025 to enhance legal professionals' efficiency.
Segment reporting was reclassified to Professional Support and CloudSign businesses to better reflect growth areas.
Financial highlights
Q3 net sales: 4,108 million yen (+14.5% YoY, +3.7% QoQ).
EBITDA for the nine months was ¥2,376 million, up 76.3% year-over-year.
Operating profit: 578 million yen (+170.7% YoY, +0.8% QoQ); operating profit ratio: 14.1%.
Net profit: 335 million yen (+160.9% YoY).
Basic earnings per share increased to ¥43.41 from ¥20.51 year-over-year.
Outlook and guidance
Progress rate for net sales reached 73.7% toward the full-year forecast of 16.1 billion yen, exceeding planned pace.
Full-year forecast for fiscal year ending March 31, 2026: net sales ¥16,100 million (+14.4% YoY), EBITDA ¥3,000 million (+38.3%), operating profit ¥2,000 million (+43.9%), and profit attributable to owners of parent ¥1,200 million (+14.3%).
Fee revision in April 2026 expected to increase ARR by 300 million yen.
No change to previously announced earnings forecasts.
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