Broadleaf Co., Ltd. Raises H1 FY2026 Earnings on Software Strength
Broadleaf Co., Ltd. (TSE:3673) has revised upward its earnings forecast for the six months ending June 30, 2026, citing robust software sales and improved operational efficiency.
| Item | Before | After | Change | Change % |
|---|---|---|---|---|
| Revenue | JPY 10.4bn | JPY 10.8bn | +JPY 0.4bn | +3.7% |
| Operating Profit | JPY 1.1bn | JPY 1.5bn | +JPY 0.4bn | +34.3% |
| Pre-tax Profit | JPY 1.1bn | JPY 1.4bn | +JPY 0.3bn | +32.6% |
| Net Profit | JPY 0.7bn | JPY 1.0bn | +JPY 0.3bn | +43.0% |
| EPS | JPY 3.87/share | JPY 5.54/share | — | — |
The company attributed the upward revision to three main drivers. Automotive industry customers are migrating from packaged software to cloud-based solutions on schedule, while non-automotive clients have exceeded packaged software sales targets. Hardware revenue, centered on personal computers, has remained steady. Additionally, aggressive adoption of generative AI for internal operations has reduced administrative outsourcing costs, advertising expenses, and sales activity spending below plan.
The 34.3% increase in operating profit and 43.0% surge in net profit demonstrate that Broadleaf is simultaneously benefiting from higher-margin software sales and cost optimization. The company is currently reviewing full-year guidance and plans to announce revised full-fiscal-year forecasts at a later date. Investors should monitor upcoming announcements for any adjustments to annual targets.
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.