YE DIGITAL Co., Ltd. (TSE: 2354) reported consolidated results for the first quarter of FY2/2027 (March 1–May 31, 2026; J-GAAP). Revenue dipped 2.7% to ¥4,788 million, operating profit rose 4.9% to ¥331 million, ordinary profit fell 11.2% to ¥313 million, and net profit fell 25.1% to ¥163 million. EPS was ¥9.11.
IT and IoT solutions business
YE DIGITAL, part of the Yaskawa Electric group, provides systems integration, IoT/AI solutions and IT infrastructure services. Operating profit rose on an improved project mix even as quarterly revenue eased, while lower non-operating income weighed on the bottom line.
Balance sheet and dividend
Total assets were ¥14,165 million, net assets ¥8,240 million and the equity ratio 53.9%. The FY2/2027 dividend forecast is ¥30.00 (¥15 interim + ¥15 year-end), up from ¥20.00 a year earlier.
Full-year guidance points to 35% profit growth
For FY2/2027 management guides revenue of ¥22,000 million (+8.6%), operating profit of ¥2,200 million (+35.1%), ordinary profit of ¥2,300 million (+26.9%) and net profit of ¥1,600 million (+24.8%), with EPS of ¥89.76.
| Metric | Q1 FY2/2027 | Q1 FY2/2026 | YoY |
|---|---|---|---|
| Revenue (¥ million) | 4,788 | 4,920 | -2.7% |
| Operating profit (¥ million) | 331 | 315 | +4.9% |
| Ordinary profit (¥ million) | 313 | 353 | -11.2% |
| Net profit (¥ million) | 163 | 218 | -25.1% |
| EPS (¥) | 9.11 | 11.99 | -24.0% |
| Equity ratio | 53.9% | 52.8% | +1.1pp |
| Annual dividend (¥) | 30.00 | 20.00 | +50.0% |
| FY27 operating profit guidance (¥ million) | 2,200 | — | +35.1% |
JapanStockPulse provides informational content only and does not constitute investment advice. Figures are taken from the company's published earnings short report and may be subject to subsequent revision.