System D Inc.

3804.T
Software - Application
2026/09/28 18:47 Updated
Market Cap: $54.4M (¥8.6B)
Stock Price: $2.83 (¥445)
Exchange Rate: 1 USD = ¥157.48

Q3 FY2026 Financial Results for the Period Ending October 2026 (Consolidated) [Japanese GAAP]

For the consolidated results of the first three quarters of the fiscal year ending October 2026, net sales were 4,176 million yen, operating income 706 million yen, ordinary income 713 million yen, and net income attributable to owners of the parent 444 million yen. Net sales increased 11.5% YoY, while net income declined 9.3% YoY. Full-year guidance remains unchanged from the previous announcement. Diluted earnings per share after considering the share split is 23.06 yen (before split: 25.46 yen), and the expected year-end dividend is 11 yen. The software segment remains solid, though overall corporate expenses also impact results.

Importance:
Page Updated: September 22, 2026
IR Disclosure Date: September 14, 2026

Key Figures

  • Sales: 4,176,664 thousand yen(YoY 11.5% increase)
  • Operating income: 706,275 thousand yen(YoY 1.9% increase)
  • Net income attributable to owners of the parent: 443,947 thousand yen(YoY 9.3% decrease)

AI要約

Overview of results

Our group is expanding cloud services and providing solutions centered on the education and public sector, building recurring revenue. For the cumulative third quarter, sales and operating income exceeded plan, while net income declined year over year. In the segment, the software business accounts for the majority of external sales, and product enhancements, including AI-related features, continue. A share split has already been implemented, and the full-year net income per share indicator is presented after considering the split effects.

Outlook and impact on shareholders

Full-year earnings guidance remains unchanged from the forecast announced on December 15, 2025. We will continue to stabilize recurring revenue through large projects while expanding in the education sector and advancing AI initiatives. The year-end dividend is a projection taking into account the share split, following the existing dividend policy. In the short term, YoY net income is expected to decline, but expanding cloud/operational service offerings should strengthen the earnings base.

Sales Trend

Operating Income Trend

Operating Margin Trend

Full-Year Guidance vs Actual

This page uses AI to summarize IR materials from TDnet. Please refer to the original document for investment decisions.

System D Inc.

Company overview · Stock price · Financial data · All IR

View company page →