Cumulative second-quarter net sales of 10.34 billion yen, operating margin of 6.1%, and end-user ratio expanded to 36.7%. Full-year forecast was revised upward; sales increased versus FY2026 while profits were partially constrained by higher investments and labor costs. The mid-term plan Re:Growth2028 will continue investment centered on AI utilization.<\/p>\n","protected":false},"comment_status":"open","ping_status":"closed","template":"","meta":{"Ticker":"","DATE":"","longName":"","company_name_ja":"","fullTimeEmployees":0,"address":"","phone":"","website":"","industry":"","sector":"","regularMarketPrice":0,"financialCurrency":"","marketCap":0,"fiftyTwoWeekLow":0,"fiftyTwoWeekHigh":0,"epsTrailingTwelveMonths":0,"epsForward":0,"bookValue":0,"totalRevenue":0,"OperatingIncome":0,"operatingMargins":0,"NetIncome":0,"profitMargins":0,"ebitda":0,"trailingPE":0,"forwardPE":0,"priceToBook":0,"returnOnEquity":0,"recommendationMean":0,"recommendationKey":"","targetMeanPrice":0,"numberOfAnalystOpinions":0,"analyst_earnings_data":"","dividendRate":0,"dividendYield":0,"payoutRatio":0,"totalEsg":0,"environmentScore":0,"socialScore":0,"governanceScore":0,"title":"","providerPublishTime":"","link":"","longBusinessSummary":"","longBusinessSummary_ja":"","quarterly_revenue":0,"quarterly_net_income":0,"quarterly_operating_profit":0,"enterprise_value":0,"price_fetched_at":"","company_officer_1_name":"","company_officer_1_title":"","company_officer_2_name":"","company_officer_2_title":"","company_officer_3_name":"","company_officer_3_title":"","company_officer_4_name":"","company_officer_4_title":"","company_officer_5_name":"","company_officer_5_title":"","company_officers_update_time":"","get_dividend_history_year1":0,"get_dividend_history_year2":0,"get_dividend_history_year3":0,"get_dividend_history_year4":0,"get_dividend_history_year5":0,"get_dividend_history_year6":0,"get_dividend_history_year7":0,"get_dividend_history_year8":0,"get_dividend_history_year9":0,"get_dividend_history_year10":0,"site-sidebar-layout":"default","site-content-layout":"","ast-site-content-layout":"","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","theme-transparent-header-meta":"","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"default","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"jir_stock_code":"4299","jir_company_name":"HIMACS, Ltd.","jir_importance":"\u2605\u2605\u2605\u2605\u2606","jir_publication_date":"2026-11-13","jir_source_link":"https:\/\/japanir.jp\/wp-content\/uploads\/2026\/11\/4299-20261113-02.pdf","jir_short_summary":"Cumulative second-quarter net sales of 10.34 billion yen, operating margin of 6.1%, and end-user ratio expanded to 36.7%. Full-year forecast was revised upward; sales increased versus FY2026 while profits were partially constrained by higher investments and labor costs. The mid-term plan Re:Growth2028 will continue investment centered on AI utilization.","jir_summary":"### Performance Overview\nFor the second quarter of the fiscal year ending March 2027, net sales were 10.34 billion yen and operating margin was 6.1%. The end-user sales ratio reached 36.7%. Expansion in non-financial sectors and promotion of AI-driven development led to steady progress in acquired projects. Sales increased year-over-year due to M&A effects and growth in recurring revenue projects. However, operating profit decreased year-over-year due to price increases, higher labor costs, and increased investments. The full-year forecast has been revised upward.\n\n### Outlook and Investment Policy\nUnder the mid-term management plan 'Re:Growth2028', the company will continue investments centered on AI utilization. Pursuing both expansion of a stable revenue base and challenges in new domains, the company aims for net sales on the order of 20 billion yen in fiscal 2029. Efforts will focus on increasing the end-user sales ratio, strengthening integration between the Integration and Solution businesses, and expanding investments in human capital and security.","jir_financial_highlights":"Net Sales: 10.34 billion yen (Year-over-Year +? (document notes first time exceeding 10 billion yen))\nOperating Margin: 6.1% (YoY unknown; see highlights)\nEnd-User Sales Ratio: 36.7% (YoY unknown)\nNet Sales (Full Year): 21,000 million yen (Previous disclosed 21,000 \u2192 current 21,000 (no change \/ revised))\nOrdinary Income: 1,475 million yen (Increase of +255 million yen)\nNet Income Attributable to Owners of Parent: 1,000 million yen (+220 million yen)\nROE: 9% (+2pt)","jir_category":"","jir_hashtags":"#HIMACS, #MidTermPlan, #AIUtilization, #EarningsPresentation","jir_key_figures":"Net Sales: 10.34 billion yen\nNet Sales (Full Year): 21,000 million yen\nNet Income Attributable to Owners of Parent: 1,000 million yen","jir_meta_title":"HIMACS, Ltd. Earnings Release \u2014 Continues Growth Investments Focused on AI\uff5cFY2027 Q2","jir_meta_description":"Summary of HIMACS, Ltd.'s FY2027 second quarter results: net sales 10.34 billion yen, end-user ratio 36.7%, and upward revision to full-year forecast. Progress of Re:Growth2028 and future investment policy centered on AI utilization explained.","jir_og_title":"HIMACS, Ltd. Earnings: Continued Growth Investments in AI\uff5cFY2027 Q2","jir_og_description":"HIMACS, Ltd. Q2 results: net sales 10.34 billion yen, ROE 9%, and upward revision to full-year forecast. 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