Data Applications Company, Limited
Fiscal Year Ending March 2027 Q1 Earnings Q&A Compilation
Revenue was 1,122 million yen, up 18.5% year-over-year, driven by strong growth in the SI business and expansion of AI-related activities. However, operating loss was 40 million yen due to a higher cost rate, resulting in weak profitability. Full-year forecast remains unchanged. Transition to subscriptions is expected to stabilize revenue. The company aims to balance shareholder returns with growth investment, and price revision effects will be reflected gradually at contract renewals.
Key Figures
- Revenue: 1,122 million yen (18.5% increase YoY)
- Operating Loss: 40 million yen
- Increase in Advance Receipts: Increase from prior period end (driven by subscription/maintenance contracts in the software business)
AI要約
Overview of Performance
In this quarter, revenue reached 1,122 million yen, a 18.5% increase year-over-year, driven by large subscription orders in the software business and expansion of new contracts. However, the rise in revenue from the system integration business led to an increased cost ratio, resulting in an operating loss of 40 million yen and weak profitability. The full-year earnings forecast is unchanged at this time.
Outlook and Key Points
To achieve the full-year forecast, it is important to accumulate subscription revenue and for the price revision effective from April 2026 to be reflected gradually at contract renewals. The company will continue to pursue growth in the system integration and AI-related businesses while maintaining policies to secure and develop talent and continue investments.
Data Applications Company, Limited
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