kabutan

SORACOM, Ordinary Profit Forecast for the Fiscal Year Revised Upward to a 770 Million Yen

Thu Feb 12, 2026 3:30 pm JST Earnings

147A SORACOM,INC. 【J-GAAP】

Earnings Report

SORACOM,INC. <147A> [TSE Growth] announced its financial results after the market closed on February 12th (15:30). The consolidated ordinary profit for the cumulative third quarter of the fiscal year ending March 2026 (April to December) surged 7.5 times that of the same period last year, reaching 619 million yen.

In addition, the full-year forecast for consolidated ordinary profit has been revised upward from the previous range of 560 million to 720 million yen to a new 770 million yen.

Based on the cumulative third-quarter performance announced by the company and the full-year plan, our calculation indicates that the consolidated ordinary profit for the January to March period (4Q) is expected to significant drop 71.8% from the same period last year to 151 million yen.

In the most recent three-month period, from October to December (3Q), the consolidated ordinary profit/loss turned to a profit of 322 million yen (compared to a loss of 16 million yen in the same period last year). The operating profit margin drastically improved from 1.0% in the same period last year to 9.7%.

Note: If the earnings forecast is disclosed as a range, the article is based on the midpoint of that range.

Kabutan News

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, 2024 5,705 123 83 -163 -3.7 13.4 Feb 13, 2025 J-GAAP
Apr - Dec, 2025 8,419 645 619 509 11.3 80.4 Feb 12, 2026 J-GAAP
YoY +47.6% +424.4% +645.8% － －

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 6,312 364 343 262 5.8 0 Nov 12, 2025 J-GAAP
Oct - Mar, 2025 New 7,212 519 473 377 8.3 0 Feb 12, 2026 J-GAAP
Revision Rate +14.3% +42.6% +37.9% +43.9% +43.9%

Full Year Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2026 Prev 11,300 675 640 495 10.9 0 May 14, 2025 J-GAAP
Mar, 2026 New 12,200 830 770 610 13.5 0 Feb 12, 2026 J-GAAP
Revision Rate +8.0% +23.0% +20.3% +23.2% +23.3%

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 5,323 554 520 308 6.9 0 May 14, 2025 J-GAAP
Oct - Mar, 2025 Guidance 7,212 519 473 377 8.3 0 Feb 12, 2026 J-GAAP
YoY +35.5% -6.3% -9.0% +22.4% +21.3%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 7,928 727 638 485 12.6 0 May 10, 2024 J-GAAP
Mar, 2025 8,993 656 619 352 7.8 0 May 14, 2025 J-GAAP
Mar, 2026 Guidance 12,200 830 770 610 13.5 0 Feb 12, 2026 J-GAAP
YoY +35.7% +26.5% +24.4% +73.3% +71.7%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Oct - Dec, 2024 2,035 21 -16 -207 -4.6 1.0 Feb 13, 2025 J-GAAP
Jan - Mar, 2025 3,288 533 536 515 11.5 16.2 May 14, 2025 J-GAAP
Apr - Jun, 2025 2,225 127 119 112 2.5 5.7 Aug 14, 2025 J-GAAP
Jul - Sep, 2025 2,763 184 178 121 2.7 6.7 Nov 12, 2025 J-GAAP
Oct - Dec, 2025 3,431 334 322 276 6.1 9.7 Feb 12, 2026 J-GAAP
YoY +68.6% +1,490.5% － － －

Related Articles