Cyber Links Co., Ltd. (TSE: 3683) reported consolidated results for the first quarter of FY12/2026 (January–March 2026). Revenue rose 20.9% to ¥5,440 million, operating profit more than doubled to ¥834 million (+101.3%), recurring profit rose 103.4% to ¥834 million, and net profit attributable to owners climbed 111.4% to ¥573 million. Basic EPS was ¥51.78 versus ¥24.27.
Government Cloud drives the quarter
The Government Cloud segment was the engine, with revenue up 35.0% to ¥2,843 million and segment profit of ¥678 million, as local governments pressed ahead with the central government's mandated standardisation and unification of municipal core systems and invested in disaster-prevention radio. The Distribution (Retail) Cloud segment — home to the "Sendo-net" fresh-produce ordering system and retail EDI services — grew revenue 11.7% to ¥1,368 million (segment profit ¥160 million). The Trust segment, covering electronic certification and contracted development of a national-qualification examination system, saw revenue jump 279.5% to ¥73 million and narrowed its loss to ¥3 million. The Mobile Network segment (NTT docomo shops) was roughly flat at ¥1,154 million (+0.5%), with segment profit of ¥105 million.
Solid balance sheet
Total assets rose to ¥17,074 million and net assets to ¥9,394 million, for an equity ratio of 54.4%.
Full-year guidance unchanged
Cyber Links left its full-year FY12/2026 forecast unchanged: revenue of ¥19,238 million (+6.1%), operating profit of ¥1,909 million (+3.4%), recurring profit of ¥1,900 million (+2.3%) and net profit of ¥1,308 million (+0.3%), with EPS of ¥118.09. For the first half it guides revenue of ¥10,203 million (+15.3%) and operating profit of ¥1,382 million (+39.5%). The planned year-end dividend is ¥35.00, up from ¥30.00.
| Metric | Q1 FY12/2026 | Q1 FY12/2025 | YoY |
|---|---|---|---|
| Revenue (¥bn) | 5.44 | 4.50 | +20.9% |
| Operating profit (¥m) | 834 | 414 | +101.3% |
| Recurring profit (¥m) | 834 | 410 | +103.4% |
| Net profit attrib. (¥m) | 573 | 271 | +111.4% |
| Basic EPS (¥) | 51.78 | 24.27 | +113.3% |
| Equity ratio | 54.4% | 57.1% | -2.7pp |
| FY26 revenue guidance (¥bn) | 19.24 | 18.14 | +6.1% |
| FY26 net profit guidance (¥bn) | 1.31 | 1.30 | +0.3% |
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