INFRONEER, Net Income Forecast for the Fiscal Year Revised Upward by 8%, Exceeded Record Profit Forecast, Dividend Revised Upward by 7 Yen

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Tue Feb 10, 2026 10:00 am JST Earnings

5076 INFRONEER Holdings Inc. 【IFRS】

Earnings Report

INFRONEER Holdings Inc. <5076> [TSE Prime] announced its financial results (based on IFRS) in the morning on February 10th (10:00). The consolidated net income for the cumulative third quarter of the fiscal year ending March 2026 (April to December) surged 2.5 times that of the same period last year, reaching 51.4 billion yen.

In addition, the full-year forecast for consolidated net income has been revised upward 8.3%, from the previous forecast of 55.4 billion yen to 60.0 billion yen (compared to 32.4 billion yen in the previous period), increasing the growth rate from 70.9% to 85.1%. The company has further increased its previous forecast of record profits for the first time in three years.

Based on the full-year plan announced by the company after the upward revision, our estimate of the consolidated net income for the October to March period (second half) is expected to increase 14.9%, from the previous forecast of 30.8 billion yen to 35.4 billion yen (compared to 24.3 billion yen in the same period of the previous year), increasing the growth rate from 26.9% to 45.8%.

In light of the strong performance, the company has increased its planned annual dividend for the current fiscal year from the original plan of 85 yen to 92 yen (compared to 60 yen in the previous period).

In the most recent three-month period, from October to December (3Q), the consolidated net income surged 2.1 times that of the same period last year, reaching 26.9 billion yen. The operating profit margin significantly improved from 7.5% in the same period last year to 10.7%.

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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
Apr - Dec, 2023	570,081	41,459	41,914	28,287	112.9	84.8	Feb 9, 2024	IFRS
Apr - Dec, 2024	604,416	31,201	33,260	20,641	81.8	66.8	Feb 12, 2025	IFRS
Apr - Dec, 2025	768,634	60,541	76,390	51,459	200.7	82.4	Feb 10, 2026	IFRS
YoY	+27.2%	+94.0%	+129.7%	+149.3%	+145.3%

Guidance Update

Second Half Update

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Oct - Mar, 2025 Prev	708,494	47,805	47,401	30,842	116.4	55	Nov 14, 2025	IFRS
Oct - Mar, 2025 New	705,494	45,905	57,701	35,442	134.2	62	Feb 10, 2026	IFRS
Revision Rate	-0.4%	-4.0%	+21.7%	+14.9%	+15.3%

Full Year Update

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Mar, 2026 Prev	1,133,000	71,500	82,400	55,400	209.0	85	Nov 14, 2025	IFRS
Mar, 2026 New	1,130,000	69,600	92,700	60,000	227.2	92	Feb 10, 2026	IFRS
Revision Rate	-0.3%	-2.7%	+12.5%	+8.3%	+8.7%

Current Period Guidance

Second Half Results

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Oct - Mar, 2024	466,809	32,802	36,858	24,311	93.1	30	May 14, 2025	IFRS
Oct - Mar, 2025 Guidance	705,494	45,905	57,701	35,442	134.2	62	Feb 10, 2026	IFRS
YoY	+51.1%	+39.9%	+56.5%	+45.8%	+44.1%

Current Period Guidance

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Mar, 2024	793,264	51,060	49,439	32,571	130.5	60	May 15, 2024	IFRS
Mar, 2025	847,548	47,148	49,756	32,416	124.2	60	May 14, 2025	IFRS
Mar, 2026 Guidance	1,130,000	69,600	92,700	60,000	227.2	92	Feb 10, 2026	IFRS
YoY	+33.3%	+47.6%	+86.3%	+85.1%	+83.0%

Quarterly Results

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Operating Profit Margin	Announce	Accounting Standards
Oct - Dec, 2024	223,677	16,855	20,362	12,536	49.7	7.5	Feb 12, 2025	IFRS
Jan - Mar, 2025	243,132	15,947	16,496	11,775	45.1	6.6	May 14, 2025	IFRS
Apr - Jun, 2025	191,630	6,662	11,690	8,095	32.7	3.5	Aug 8, 2025	IFRS
Jul - Sep, 2025	232,876	17,033	23,309	16,463	62.6	7.3	Nov 14, 2025	IFRS
Oct - Dec, 2025	344,128	36,846	41,391	26,901	104.9	10.7	Feb 10, 2026	IFRS
YoY	+53.9%	+118.6%	+103.3%	+114.6%	+111.2%