MTI Ltd. Revises Earnings Forecast — Net Profit Up 38.5–44.6%
MTI Ltd. (TSE:9438) has raised its earnings guidance for fiscal 2026 (ending September 30, 2026), citing stronger-than-expected performance in healthcare and corporate digital transformation services.
| Item | Before | After | Change | Change % |
|---|---|---|---|---|
| H1 (Oct 2025–Mar 2026) | ||||
| Revenue | JPY 15.0bn | JPY 15.7bn | +JPY 0.7bn | +4.4% |
| Operating Profit | JPY 1.4–1.6bn | JPY 1.7bn | +JPY 0.1–0.3bn | +5.0–20.0% |
| Ordinary Income | JPY 1.5–1.7bn | JPY 2.1bn | +JPY 0.4–0.6bn | +25.1–42.3% |
| Net Profit | JPY 0.8–0.9bn | JPY 1.9bn | +JPY 0.9–1.1bn | +102.6–138.9% |
| EPS | JPY 14.06–16.58/share | JPY 33.58/share | — | — |
| Full Year (Oct 2025–Sep 2026) | ||||
| Revenue | JPY 31.0bn | JPY 31.5bn | +JPY 0.5bn | +1.6% |
| Operating Profit | JPY 3.1–3.5bn | JPY 3.1–3.5bn | — | — |
| Ordinary Income | JPY 3.1–3.5bn | JPY 3.4–3.8bn | +JPY 0.3bn | +8.6–9.7% |
| Net Profit | JPY 1.8–2.1bn | JPY 2.6–2.8bn | +JPY 0.8bn | +38.5–44.6% |
| EPS | JPY 31.90–36.95/share | JPY 44.29–49.33/share | — | — |
The company attributed the H1 upside to revenue growth in healthcare and corporate DX support services, combined with expanded equity-method investment gains. A significant driver of net profit was a JPY 0.4bn tax benefit from the sale of subsidiary Video Market. For the full year, management maintained operating profit guidance while raising ordinary income and net profit forecasts to reflect H1 momentum, offsetting planned investments in pharmacy DX systems and the “Lunaruna Mirai Support” platform.
The revision signals accelerating demand in MTI’s core healthcare and digital transformation segments. The substantial net profit upgrade—driven partly by one-time tax effects—underscores improving operational leverage, though investors should note that full-year operating profit remains flat, suggesting management expects margin pressure from strategic investments in H2.
Source: Original filing (TDnet) | 日本語版
This article is for informational purposes only and does not constitute investment advice. Always verify against the original filing.