Both segments grow
Amiya Co., Ltd. (TSE: 4258) reported consolidated results for the first nine months of FY12/2026, January 1 to September 30, 2026, on November 11, 2026. Data Security sales rose 22.5% to ¥2,192 million and segment profit 38.2% to ¥1,040 million, as incident response after cyberattacks and preparation for the government's SCS supply-chain security evaluation scheme lifted orders from large manufacturers and IT companies, with energy and defence customers also growing; churn on its ALog log-management product stayed low. Network Security sales rose 29.1% to ¥3,127 million and segment profit 18.4% to ¥826 million, driven by its Network All Cloud managed network service, while it kept investing to promote its domestic SASE service Verona; the segment's July–September margin improved on the first half.
Total assets rose 25.0% to ¥8,676 million after the acquisition of Ampere, which added inventories, other current assets and ¥269 million of goodwill, and an investment in a venture fund, while cash fell partly on share buybacks. Net assets fell to ¥1,906 million and the equity ratio dropped to 21.7% from 40.8%.
Guidance and dividend unchanged
Amiya kept its FY12/2026 forecast of net sales of ¥7,850 million (+32.2%), operating profit of ¥1,470 million (+39.8%), ordinary profit of ¥1,444 million and net profit attributable to owners of ¥1,003 million (+33.4%), and its year-end dividend forecast of ¥20, up from ¥15.73. The nine months have delivered 70.1% of the operating profit target.
| Metric | 9M FY12/2026 | 9M FY12/2025 | Change |
|---|---|---|---|
| Net sales (¥ million) | 5,320 | 4,212 | +26.3% |
| Operating profit (¥ million) | 1,030 | 795 | +29.6% |
| Ordinary profit (¥ million) | 1,024 | 791 | +29.5% |
| Net profit attrib. to owners of parent (¥ million) | 702 | 538 | +30.6% |
| Comprehensive income (¥ million) | 864 | 563 | +53.5% |
| EPS (¥) | 85.25 | 64.35 | +32.5% |
| Data Security — revenue (¥ million) | 2,192 | — | +22.5% |
| Data Security — segment profit (¥ million) | 1,040 | — | +38.2% |
| Network Security — revenue (¥ million) | 3,127 | — | +29.1% |
| Network Security — segment profit (¥ million) | 826 | — | +18.4% |
| Total assets (¥ million) | 8,676 | 6,940 | +25.0% |
| Net assets (¥ million) | 1,906 | 2,833 | -32.7% |
| Equity ratio | 21.7% | 40.8% | -19.1 pt |
| FY12/2026 guidance — revenue (¥ million) | 7,850 | — | +32.2% |
| FY12/2026 guidance — operating profit (¥ million) | 1,470 | — | +39.8% |
| FY12/2026 guidance — ordinary profit (¥ million) | 1,444 | — | +37.7% |
| FY12/2026 guidance — net profit (¥ million) | 1,003 | — | +33.4% |
| Annual dividend per share (¥) | 20.00 | 15.73 | +27.1% |
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.