Broadleaf Co., Ltd. Revises FY2026 Revenue Forecast Up 1.3%
Broadleaf Co., Ltd. (TSE:3673) raised its consolidated revenue guidance for the year ending December 2026, citing stronger-than-expected personal computer replacement demand and pricing improvements in legacy software support services.
| Item | Before | After | Change | Change % |
|---|---|---|---|---|
| Revenue | JPY 23.5bn | JPY 23.8bn | +JPY 0.3bn | +1.3% |
| Operating Profit | JPY 4.8bn | JPY 4.8bn | ±0 | ±0% |
| Pre-tax Profit | JPY 4.75bn | JPY 4.75bn | ±0 | ±0% |
| Net Profit | JPY 3.2bn | JPY 3.2bn | ±0 | ±0% |
| EPS | JPY 17.68/share | JPY 17.68/share | ±0 | ±0% |
The company expects revenue growth driven by two factors: price adjustments on monthly support fees for its legacy packaged software as customers transition to cloud-based solutions, and accelerated personal computer replacement cycles that exceeded initial forecasts. The JPY 0.3bn revenue increase is primarily attributable to hardware sales, which carry lower profit margins than software offerings.
Despite the upward revenue revision, Broadleaf held its operating profit, pre-tax profit, and net profit forecasts unchanged. Management attributed this to the limited profitability contribution from the incremental hardware sales, which dilute overall margins. The revision underscores the company’s ongoing shift from higher-margin packaged software to cloud services, a transition that is progressing as planned but offsetting near-term earnings accretion from volume gains.
Source: Original filing (TDnet) | 日本語版
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