Uchida Yoko (8057) Q4 2025 earnings summary

Executive summary

• Achieved record-high sales and profits across all major financial metrics for FY2024, with net sales of ¥337,055 million, up 21.3% year-over-year, driven by strong performance in both private and public sector markets.

• Growth was fueled by robust ICT demand, including GIGA School upgrades, local government system standardization, and private sector investment in software, SI businesses, and office renewal.

• Significant profit increase partly due to gain on sale of investment securities.

Financial highlights

• Sales rose 21.3% year-over-year to ¥337,055 million; gross profit up 9.7% to ¥52,387 million.

• Operating income increased 30.3% to ¥12,174 million; ordinary income up 29.5% to ¥13,126 million.

• Net income attributable to owners of parent grew 40.4% year-over-year to ¥9,825 million; EPS rose to ¥997.26 from ¥710.86.

• Net assets grew to ¥70,805 million; equity ratio decreased to 40.3% from 42.8%.

• All profit items and sales reached record highs compared to previous years.

Outlook and guidance

• FY2025 sales forecasted at ¥418,000 million (+24.0% YoY); operating income at ¥15,400 million (+26.5%).

• Net income projected to rise 9.9% to ¥10,800 million; ordinary profit forecasted at ¥16,300 million (+24.2%).

• Dividend maintained at ¥300 per share for the next fiscal year.

• Anticipates peak demand for GIGA terminal updates, local government system standardization, and continued growth in ICT and office services.