SAKURA Internet Inc. Revises Earnings Forecast — Operating Profit Up 239%
SAKURA Internet Inc. (TSE:3778) raised its earnings guidance for the fiscal year ending March 2027 and the interim period, citing robust demand for GPU infrastructure services and large government cloud contracts.
| Item | Before | After | Change |
|---|---|---|---|
| Revenue | JPY 21.0bn | JPY 22.5bn | +7.1% |
| Operating Profit | JPY 650M | JPY 2.20bn | +238.5% |
| Ordinary Income | JPY 550M | JPY 2.20bn | +300.0% |
| Net Profit (interim) | JPY 350M | JPY 1.40bn | +300.0% |
| EPS (interim) | JPY 8.74/share | JPY 34.97/share | +300.0% |
The company attributed the upward revision to stronger-than-expected performance in GPU infrastructure services, driven by accelerating generative AI adoption. In the first quarter, improved operational integration and supply capacity enabled SAKURA Internet to accelerate project launches and meet early customer demand. The company expects sustained high GPU utilization as it prioritizes resource allocation to AI and cloud segments. Additionally, government cloud adoption has expanded large, long-term contracts within the cloud services division. Lower-than-anticipated electricity costs and partial capitalization of government cloud development expenses further bolstered profit expectations.
For the full fiscal year, SAKURA Internet raised operating profit guidance by JPY 1.00bn to JPY 2.50bn, while ordinary income (keijo rieki) climbed JPY 1.10bn to JPY 2.30bn. Net profit rose JPY 650M to JPY 1.50bn. The company plans to reinvest a portion of the upside into growth initiatives, including service competitiveness enhancements and sales channel expansion in AI and cloud domains, signaling confidence in sustained market momentum while maintaining disciplined capital allocation.
Source: Original filing (TDnet) | 日本語版
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