Septeni Holdings Co., Ltd. Revises Full-Year Earnings Forecast Upward

Septeni Holdings Co., Ltd. (TSE:4293) raised its earnings guidance for the full fiscal year ending December 2026, citing strong first-quarter performance and accelerating cost efficiencies from structural reforms.

ItemBeforeAfterChange
収益JPY 32.4bnJPY 33.3bn+2.7%
Non-GAAP営業利益JPY 4.80bnJPY 5.40bn+12.5%
親会社の所有者に帰属する当期利益JPY 4.35bnJPY 5.25bn+20.7%
基本的１株当たり当期利益JPY 21MJPY 25M+20.7%

The digital marketing and communications company attributed the upward revision to robust demand in its first quarter, driven by expanded transactions with existing clients and new customer wins across its Marketing & Communication Business segment. All three operating divisions—Marketing & Communication, Direct Business, and Data Solutions—contributed to revenue growth. Management highlighted that structural reform initiatives have yielded tangible results, with artificial intelligence-driven cost optimization and productivity gains delivering a notably improved operating margin. Equity method investment income also bolstered net profit attributable to parent shareholders.

The revision is particularly significant as it suggests Septeni will achieve its medium-term target of Non-GAAP operating profit of JPY 5.4bn one year ahead of the original 2027 target. However, management adopted conservative assumptions for the second half of the fiscal year to account for macroeconomic uncertainty and geopolitical headwinds. The earnings lift—with net profit rising 20.7% and operating profit climbing 12.5%—underscores improving operational leverage as the company scales its digital marketing services amid ongoing structural optimization.

Source: Original filing (TDnet) | 日本語版

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