Baycurrent, Inc.
FY2026 First Half Supplemental Earnings Presentation
First-half revenue was 92,913 hundred million yen, up 35.7% year-over-year, and EBITDA was 30,726 hundred million yen, up 29.4%. Full-year guidance assumes revenue of 190,000 hundred million yen, EBITDA of 66,500 hundred million yen, and EPS equivalent to 277.2 yen. Expansion in AI-related demand and increased demand in cybersecurity and defense contributed. Third-quarter outlook is also expected to beat plan. The company will continue active hiring and development investments, with total employees and consultant headcount both expected to increase.
Key Figures
- Revenue: 92,913 hundred million yen (YoY +35.7%)
- EBITDA: 30,726 hundred million yen (YoY +29.4%)
- Total employees: 8,115 people (YoY +29.9%)
AI要約
Performance Overview
The FY2026 first-half results showed substantial growth, with revenue of 92,913 hundred million yen, up 35.7% year-over-year, and EBITDA of 30,726 hundred million yen, up 29.4%. Front-loaded investments contributed, and expansion in AI-related demand along with capturing new demand in cybersecurity and defense progressed. As a result of strengthened hiring and development investments, costs exceeded plan, but profitability also beat expectations due to revenue growth. For the second half, the company expects continued contributions from front-loaded investments and anticipates improvements in profit margins.
Outlook and Impact for Investors
The full-year guidance assumes revenue of 190,000 hundred million yen, EBITDA of 66,500 hundred million yen, and EPS of 323.79 yen. The third quarter is also expected to continue outperforming the plan, and ongoing hiring is expected to increase the number of consultants. With continued expansion of investments in AI and digital domains, the company aims to maintain and strengthen the growth foundation over the next 3–5 years.
Baycurrent, Inc.
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