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INFRONEER, Net Income Forecast for Last Fiscal Year Revised Upward by 28%, Exceeded Record Profit Forecast, Dividend Revised Upward by 28 Yen

Fri May 8, 2026 10:00 am JST Revision

5076 INFRONEER Holdings Inc. 【IFRS】

Guidance Update Report

INFRONEER Holdings Inc. <5076> [TSE Prime] announced a revision to its performance and dividend in the morning on May 8th (10:00). The consolidated net income forecast for the fiscal year ending March 2026 has been revised upward 27.5%, from the previous forecast of 60.0 billion yen to 76.5 billion yen (compared to 32.4 billion yen in the previous period), increasing the growth rate from 85.1% to 2.4 times. The company has further increased its previous forecast of record profits for the first time in three years.

Based on the upwardly revised full-year plan announced by the company, our calculation indicates that the October to March period (second half) consolidated net income is expected to increase 46.6%, from the previous forecast of 35.4 billion yen to 51.9 billion yen (compared to 24.3 billion yen in the same period of the previous year), increasing the growth rate from 45.8% to 2.1 times.

In light of the strong performance, the company has significantly increased its planned annual dividend for the last fiscal year from the original plan of 92 yen to 120 yen (compared to 60 yen in the previous period).

Kabutan News

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 705,494 45,905 57,701 35,442 134.2 62 Feb 10, 2026 IFRS
Oct - Mar, 2025 New 700,494 52,105 72,201 51,942 200.4 90 May 8, 2026 IFRS
Revision Rate -0.7% +13.5% +25.1% +46.6% +49.4%

Full Year Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2026 Prev 1,130,000 69,600 92,700 60,000 227.2 92 Feb 10, 2026 IFRS
Mar, 2026 New 1,125,000 75,800 107,200 76,500 295.2 120 May 8, 2026 IFRS
Revision Rate -0.4% +8.9% +15.6% +27.5% +29.9%

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 700,494 52,105 72,201 51,942 200.4 90 May 8, 2026 IFRS
YoY +50.1% +58.8% +95.9% +113.7% +115.2%

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 1,125,000 75,800 107,200 76,500 295.2 120 May 8, 2026 IFRS
YoY +32.7% +60.8% +115.5% +136.0% +137.8%

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