NS Solutions Corporation

2327.T
Information Technology Services
2026/11/04 12:33 Updated
Market Cap: $4.6B (¥731.7B)
Stock Price: $25.23 (¥3,999)
Exchange Rate: 1 USD = ¥158.48

FY2026 Q2 Financial Results and Progress of the 2025–2027 Medium-Term Management Plan

Revenue grew +12% year-on-year to 199 billion yen, and operating income rose +27% to 23.2 billion yen. Full-year outlook was revised upward to revenue of 419 billion yen and operating income of 49.0 billion yen. The medium-term plan emphasizes expanding the TAM-type ratio and improving productivity through AI, while external growth progressed via the consolidation effect from Infocom and a strategic partnership with Anthropic.

Importance:
Page Updated: November 2, 2026
IR Disclosure Date: November 2, 2026

Key Figures

  • Revenue (FY2026 H1): 199 billion yen
  • Operating Income (FY2026 H1): 23.2 billion yen
  • Full-year Guidance (FY2026): Revenue 419 billion yen · Operating Income 49.0 billion yen
  • Contribution from Infocom consolidation impact and AI utilization initiatives

AI要約

Performance Overview

In the first half of FY2026, results reached record highs: revenue was 199 billion yen (an increase of 20.6 billion yen / YoY +12%), operating income was 23.2 billion yen (an increase of 4.9 billion yen / YoY +27%), and net income was 14.9 billion yen (an increase of 2.8 billion yen / YoY +24%). Gross margin improved by 1.2 percentage points. Based on first-half results, the full-year forecasts were revised upward to revenue of 419 billion yen and operating income of 49.0 billion yen.

Progress of the Medium-Term Management Plan and Future Policy

The 2025–2027 medium-term plan centers on “four fundamental transformations” with a target of raising the TAM-type ratio to approximately 75%. Initiatives include strengthening offerings using COREPEAK, improving productivity through AI-driven development, and reforming internal operations and management. A target of 60.0 billion yen in operating income is set for FY2026. Strategic partnership with Anthropic is also advancing.

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NS Solutions Corporation

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