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System Integrator Corp, Ordinary Profit Forecast for the Fiscal Year Revised Upward by 25%, Dividend Revised Upward by 2 Yen

Wed Jan 14, 2026 4:00 pm JST Earnings

3826 System Integrator Corp. 【J-GAAP】

Earnings Report

System Integrator Corp. <3826> [TSE Std] announced its financial results after the market closed on January 14th (16:00). The consolidated ordinary profit for the cumulative third quarter of the fiscal year ending February 2026 (March to November) expanded 453 million yen, an increase 92.8% compared to the same period last year.

In addition, the full-year forecast for consolidated ordinary profit has been revised upward 25.0%, from the previous forecast of 400 million yen to 500 million yen (compared to 302 million yen in the previous period), increasing the growth rate from 32.5% to 65.6%.

Based on the full-year plan announced by the company after the upward revision, our estimate of the consolidated ordinary profit for the September to February period (second half) is expected to increase 66.7%, from the previous forecast of 150 million yen to 250 million yen (compared to 204 million yen in the same period of the previous year), turning to a 22.5% increase in the consolidated ordinary profit outlook.

In light of the strong performance, the company has increased its planned year-end lump-sum dividend for the current fiscal year from the original plan of 9 yen to 11 yen (compared to 10 yen in the previous period).

In the most recent three-month period, from September to November (3Q), the consolidated ordinary profit increased 48.2% from the same period last year, reaching 203 million yen. The operating profit margin drastically improved from 9.8% in the same period last year to 14.8%.

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Actual Results

Accumulated Results 3rd Quarter
Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Progress Rate vs. First Half Announce Accounting Standards
Mar - Nov, 2023 3,674 280 287 267 24.5 85.4 Jan 15, 2024 J-GAAP
Mar - Nov, 2024 3,480 202 235 173 15.9 77.8 Jan 14, 2025 J-GAAP
Mar - Nov, 2025 4,146 466 453 341 31.3 90.6 Jan 14, 2026 J-GAAP
YoY +19.1% +130.7% +92.8% +97.1% +97.0%

Guidance Update

Second Half Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Sep - Feb, 2025 Prev 2,775 195 150 49 4.5 9 Oct 15, 2025 J-GAAP
Sep - Feb, 2025 New 2,775 265 250 159 14.6 11 Jan 14, 2026 J-GAAP
Revision Rate 0.0% +35.9% +66.7% +224.5% +224.3%

Full Year Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Feb, 2026 Prev 5,500 450 400 255 23.4 9 Apr 14, 2025 J-GAAP
Feb, 2026 New 5,500 520 500 365 33.4 11 Jan 14, 2026 J-GAAP
Revision Rate 0.0% +15.6% +25.0% +43.1% +43.1%

Current Period Guidance

Second Half Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Sep - Feb, 2024 2,540 192 204 508 46.6 10 Apr 14, 2025 J-GAAP
Sep - Feb, 2025 Guidance 2,775 265 250 159 14.6 11 Jan 14, 2026 J-GAAP
YoY +9.3% +38.0% +22.5% -68.7% -68.7%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Feb, 2024 4,835 328 336 944 86.5 12 Apr 15, 2024 J-GAAP
Feb, 2025 4,768 271 302 583 53.4 10 Apr 14, 2025 J-GAAP
Feb, 2026 Guidance 5,500 520 500 365 33.4 11 Jan 14, 2026 J-GAAP
YoY +15.4% +91.9% +65.6% -37.4% -37.4%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Sep - Nov, 2024 1,252 123 137 98 9.0 9.8 Jan 14, 2025 J-GAAP
Dec - Feb, 2024 1,288 69 67 410 37.6 5.4 Apr 14, 2025 J-GAAP
Mar - May, 2025 1,278 98 99 28 2.6 7.7 Jul 15, 2025 J-GAAP
Jun - Aug, 2025 1,447 157 151 178 16.4 10.9 Oct 15, 2025 J-GAAP
Sep - Nov, 2025 1,421 211 203 135 12.4 14.8 Jan 14, 2026 J-GAAP
YoY +13.5% +71.5% +48.2% +37.8% +37.6%

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