OBIC7 wins new large and mid-sized clients
OBIC Co., Ltd. (TSE: 4684) reported consolidated results for the first half of FY3/2027, April 1 to September 30, 2026, on October 27, 2026 under Japanese GAAP. The company said IT investment demand for system upgrades stayed high but customers were cautious given the uncertain outlook. Its OBIC7 integrated business software, an ERP suite built around accounting, drew strong inquiries from large and mid-sized companies in manufacturing, distribution, services and finance. The system integration segment grew external sales 12.1% to ¥30,642 million and operating profit 15.8% to ¥19,330 million, as new-client wins lifted high-value OBIC7 system-build sales.
Cloud support grows fastest
The system support segment, which covers operating support and maintenance led by cloud solutions run from OBIC's own data centers, grew external sales 16.2% to ¥40,087 million and operating profit 17.1% to ¥30,010 million on a growing base of large and mid-sized clients. The office automation segment grew external sales 8.6% to ¥4,293 million and operating profit 26.0% to ¥1,697 million. Non-operating income, mainly from its investment portfolio, took ordinary profit 20.3% higher, and earnings per share rose 21.5% to ¥103.00. Operating cash flow rose 14.2% to ¥38,009 million.
Buyback, raised forecast and dividend
Total assets rose 0.9% to ¥624,150 million, and net assets edged up 0.7% to ¥519,483 million as retained earnings grew by ¥16,926 million while share buybacks cost ¥21,282 million in cash; the equity ratio was 83.2%. In a separate release the same day, OBIC raised its FY3/2027 forecast to net sales of ¥151,200 million (+11.8%), operating profit of ¥100,500 million (+13.1%), ordinary profit of ¥120,000 million (+14.5%) and net profit of ¥85,000 million (+13.0%). It pays an interim dividend of ¥47, against ¥37 a year earlier, and raised its year-end forecast to ¥53, for an annual ¥100 against ¥84.
| Metric | H1 FY3/2027 | H1 FY3/2026 | Change |
|---|---|---|---|
| Net sales (¥ million) | 75,023 | 65,784 | +14.0% |
| Operating profit (¥ million) | 51,038 | 43,655 | +16.9% |
| Ordinary profit (¥ million) | 62,826 | 52,228 | +20.3% |
| Net profit attrib. to owners of parent (¥ million) | 44,383 | 37,303 | +19.0% |
| EPS (¥) | 103.00 | 84.80 | +21.5% |
| Total assets (¥ million) | 624,150 | 618,796 | +0.9% |
| Net assets (¥ million) | 519,483 | 516,011 | +0.7% |
| Equity ratio | 83.2% | 83.4% | −0.2 pt |
| FY3/2027 guidance — revenue (¥ million) | 151,200 | — | +11.8% |
| FY3/2027 guidance — operating profit (¥ million) | 100,500 | — | +13.1% |
| FY3/2027 guidance — ordinary profit (¥ million) | 120,000 | — | +14.5% |
| FY3/2027 guidance — net profit (¥ million) | 85,000 | — | +13.0% |
| Annual dividend per share (¥) | 100.00 | 84.00 | +19.0% |
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.