INFRONEER, Net Income Forecast for the Fiscal Year Revised Upward by 9%, Exceeded Record Profit Forecast, Dividend Revised Upward by 7 Yen

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Fri Nov 14, 2025 11:30 am JST Earnings

5076 INFRONEER Holdings Inc. 【J-GAAP】

Earnings Report

INFRONEER Holdings Inc. <5076> [TSE Prime] announced its financial results (based on IFRS) at noon (11:30) on November 14th. The consolidated net income for the cumulative second quarter of the fiscal year ending March 2026 (April to September) surged 3.0 times that of the same period last year, reaching 24.5 billion yen.

In addition, the full-year forecast for consolidated net income has been revised upward 8.6%, from the previous forecast of 51.0 billion yen to 55.4 billion yen (compared to 32.4 billion yen in the previous period), increasing the growth rate from 57.3% to 70.9%. The company has further increased its previous forecast of record profits for the first time in three years.

Based on the first-half performance announced by the company and the full-year plan, our calculation indicates that the consolidated net income for the October to March period (second half) is expected to grow 26.9% from the same period last year, reaching 30.8 billion yen.

In light of the strong performance, the company has increased its planned annual dividend for the current fiscal year from the original plan of 78 yen to 85 yen (compared to 60 yen in the previous period).

In the most recent three-month period, from July to September (2Q), the consolidated net income surged 3.1 times that of the same period last year, reaching 16.4 billion yen. The operating profit margin improved from 5.4% in the same period last year to 7.3%.

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Actual Results

Accumulated Results 2nd Quarter

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Progress Rate vs. First Half	Announce	Accounting Standards
Apr - Sep, 2023	358,832	23,788	24,318	16,328	64.9	49.2	Nov 10, 2023	IFRS
Apr - Sep, 2024	380,739	14,346	12,898	8,105	31.1	25.9	Nov 12, 2024	IFRS
Apr - Sep, 2025	424,506	23,695	34,999	24,558	93.4	42.5	Nov 14, 2025	IFRS
YoY	+11.5%	+65.2%	+171.4%	+203.0%	+200.4%

First Half Results vs. Previous Guidance

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Apr - Sep, 2025 Guidance	ー	ー	ー	ー	－	30	May 14, 2025	IFRS
Apr - Sep, 2025 Results	424,506	23,695	34,999	24,558	93.4	30	Nov 14, 2025	IFRS
Revision Rate	－	－	－	－	－

Guidance Update

Full Year Update

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Mar, 2026 Prev	1,131,000	69,600	75,800	51,000	191.6	78	Sep 30, 2025	IFRS
Mar, 2026 New	1,133,000	71,500	82,400	55,400	209.0	85	Nov 14, 2025	IFRS
Revision Rate	+0.2%	+2.7%	+8.7%	+8.6%	+9.1%

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	708,494	47,805	47,401	30,842	116.4	55	Nov 14, 2025	IFRS
YoY	+51.8%	+45.7%	+28.6%	+26.9%	+25.0%

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	1,133,000	71,500	82,400	55,400	209.0	85	Nov 14, 2025	IFRS
YoY	+33.7%	+51.7%	+65.6%	+70.9%	+68.4%

Quarterly Results

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Operating Profit Margin	Announce	Accounting Standards
Jul - Sep, 2024	202,395	10,911	9,270	5,313	20.4	5.4	Nov 12, 2024	IFRS
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
YoY	+15.1%	+56.1%	+151.4%	+209.9%	+207.2%