Systena (2317) Q2 2026 earnings summary

Executive summary

• Net sales for the six months ended September 30, 2025, rose 17.1% year-over-year to ¥46,967 million, with operating profit up 36.2% to ¥7,593 million and profit attributable to owners of parent up 47.7% to ¥5,502 million.

• The company focused on recurring revenue businesses, expanded high value-added software development (including generative AI and DX support), and completed a structural reform shifting the main business model to project management.

• Segment reclassification was implemented to better reflect business specialization, with new growth engines identified in Next Generation Mobility and Project Management Design.

Financial highlights

• Gross profit increased to ¥12,205 million from ¥9,952 million year-over-year.

• Comprehensive income for the period was ¥5,432 million, up 48.5% year-over-year.

• Basic earnings per share rose to ¥15.39 from ¥9.95 year-over-year.

• Cash and cash equivalents at period end were ¥24,942 million, up from ¥21,681 million a year earlier.

Outlook and guidance

• Full-year forecast for FY ending March 31, 2026: net sales ¥90,200 million (+7.9% YoY), operating profit ¥14,500 million (+20.2%), ordinary profit ¥14,900 million (+25.7%), profit attributable to owners of parent ¥10,360 million (+22.2%), and EPS ¥28.98.

• Dividend forecast revised upward to ¥13.00 per share for FY26.