JBCC Holdings (9889) Q2 2026 earnings summary

Executive summary

• Achieved record-high first-half profit and revenue, driven by business structure transformation and strong growth in cloud, security, and agile development.

• Four consecutive periods of revenue and profit growth, with double-digit operating profit growth for five straight periods.

• Largest-ever new orders in cloud and security, and record sales in agile development; ongoing business transformation supports stable growth.

• Announced share buyback (up to ¥3 billion) and increased year-end dividend forecast by ¥7 to ¥25 per share.

Financial highlights

• First half revenue: ¥37,461 million (+4.6% YoY); operating profit: ¥3,605 million (+13.3% YoY, margin 9.6%).

• Ordinary profit: ¥3,749 million (+12.9% YoY, margin 8.9%).

• Net income attributable to parent: ¥2,506 million (+8.6% YoY, margin 6.7%).

• Comprehensive income: ¥2,753 million (+18.2% YoY).

• EPS: ¥40.23 (after stock split adjustment); total assets: ¥46,280 million; net assets: ¥26,081 million; equity ratio: 56.4%.

• Cash and equivalents at period-end: ¥17,854 million.

• All financial indicators exceeded plan progress rates (over 50% of full-year targets achieved by mid-year).

Outlook and guidance

• Full-year forecast maintained: revenue ¥71,500 million (+2.3% YoY), operating profit ¥6,800 million (+10.5% YoY), net income ¥4,800 million (+4.3% YoY), EPS ¥77.05.

• Expects fourth consecutive year of revenue and profit growth, and fifth consecutive year of dividend increases.