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Internetworking and Broadband Consulting, Ordinary Profit Forecast for the Fiscal Year Revised Upward by 2%, Raises Record High Profit Forecast
3920 Internetworking and Broadband Consulting Co.,Ltd. 【J-GAAP】
Earnings ReportInternetworking and Broadband Consulting Co.,Ltd. <3920> [TSE Std] announced its financial results after the market closed on May 14th (15:30). The ordinary profit (non-consolidated) for the cumulative second quarter of the fiscal year ending September 2026 (October 2025 to March 2026) decreased 11.1% from the same period last year to 233 million yen.
However, the full-year forecast for ordinary profit has been revised upward 2.0%, from the previous forecast of 608 million yen to 620 million yen (compared to 574 million yen in the previous period), increasing the growth rate from 5.9% to 8.0%, further surpassing the previous forecast of record-high profits for three consecutive terms.
Based on the first-half performance announced by the company and the full-year plan, our calculation indicates that the ordinary profit for the April to September period (second half) is expected to grow 24.0% from the same period last year, reaching 387 million yen.
In the most recent three-month period, from January to March (2Q), the ordinary profit grew 7.6% from the same period last year, reaching 269 million yen. The operating profit margin rose from 36.5% in the same period last year to 37.2%.
Kabutan News
Actual Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Progress Rate vs. First Half | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Oct - Mar, 2023 | 974 | 134 | 144 | 11 | 2.1 | 35.0 | May 13, 2024 | J-GAAP |
| Oct - Mar, 2024 | 1,073 | 252 | 262 | 184 | 33.4 | 45.6 | May 13, 2025 | J-GAAP |
| Oct - Mar, 2025 | 1,092 | 229 | 233 | 160 | 28.8 | 37.6 | May 14, 2026 | J-GAAP |
| YoY | +1.8% | -9.1% | -11.1% | -13.0% | -13.7% |
First Half Results vs. Previous Guidance
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Oct - Mar, 2025 Guidance | 1,100 | 210 | 209 | 145 | 26.1 | 11 | Nov 13, 2025 | J-GAAP |
| Oct - Mar, 2025 Results | 1,092 | 229 | 233 | 160 | 28.8 | 11 | May 14, 2026 | J-GAAP |
| Revision Rate | -0.7% | +9.0% | +11.5% | +10.3% | +10.5% |
Guidance Update
Full Year Update
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Sep, 2026 Prev | 2,700 | 610 | 608 | 418 | 75.2 | 22 | Nov 13, 2025 | J-GAAP |
| Sep, 2026 New | 2,700 | 630 | 620 | 430 | 77.4 | 22 | May 14, 2026 | J-GAAP |
| Revision Rate | 0.0% | +3.3% | +2.0% | +2.9% | +2.9% |
Current Period Guidance
Second Half Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Apr - Sep, 2025 | 1,331 | 313 | 312 | 226 | 40.8 | 6 | Nov 13, 2025 | J-GAAP |
| Apr - Sep, 2026 Guidance | 1,608 | 401 | 387 | 270 | 48.6 | 11 | May 14, 2026 | J-GAAP |
| YoY | +20.8% | +28.1% | +24.0% | +19.5% | +19.0% |
Current Period Guidance
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Sep, 2024 | 2,184 | 382 | 411 | 251 | 45.5 | 8 | Nov 14, 2024 | J-GAAP |
| Sep, 2025 | 2,404 | 565 | 574 | 410 | 74.1 | 12 | Nov 13, 2025 | J-GAAP |
| Sep, 2026 Guidance | 2,700 | 630 | 620 | 430 | 77.4 | 22 | May 14, 2026 | J-GAAP |
| YoY | +12.3% | +11.5% | +8.0% | +4.9% | +4.5% |
Quarterly Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Operating Profit Margin | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Jan - Mar, 2025 | 654 | 239 | 250 | 174 | 31.6 | 36.5 | May 13, 2025 | J-GAAP |
| Apr - Jun, 2025 | 582 | 141 | 142 | 99 | 17.9 | 24.2 | Aug 8, 2025 | J-GAAP |
| Jul - Sep, 2025 | 749 | 172 | 170 | 127 | 22.9 | 23.0 | Nov 13, 2025 | J-GAAP |
| Oct - Dec, 2025 | 371 | -39 | -36 | -25 | -4.6 | -10.5 | Feb 13, 2026 | J-GAAP |
| Jan - Mar, 2026 | 721 | 268 | 269 | 185 | 33.3 | 37.2 | May 14, 2026 | J-GAAP |
| YoY | +10.2% | +12.1% | +7.6% | +6.3% | +5.5% |
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