Earnings Alerts

OBIC Co Ltd (4684) Earnings: 2Q Operating Income Matches Estimates with 11% Growth

By October 28, 2025 No Comments
  • Obic’s 2Q operating income reached 22.18 billion yen, marking an 11% year-over-year increase, and aligning closely with estimates of 22.09 billion yen.
  • 2Q net income stood at 17.79 billion yen, which is a 16% rise compared to the previous year, surpassing predictions of 17.11 billion yen.
  • Net sales for the second quarter reached 33.35 billion yen, reflecting a 9.7% increase from the previous year and slightly exceeding the estimate of 33.27 billion yen.
  • For the 2026 financial year, Obic maintains its forecasts for operating income at 86.20 billion yen, slightly below the market estimate of 87.19 billion yen.
  • Net income for 2026 is projected to stay at 70.00 billion yen, falling slightly short of the expected 71.38 billion yen.
  • The 2026 net sales target is forecasted at 133.40 billion yen, nearly meeting the anticipated 133.7 billion yen.
  • Obic plans to keep its dividend at 74.00 yen, which is below the estimated figure of 77.82 yen.
  • Analyst recommendations for Obic include 3 buy ratings, 8 hold ratings, and no sell ratings.

OBIC Co Ltd on Smartkarma

Analyst coverage on OBIC Co Ltd by independent research network Smartkarma praises the company’s stronghold in providing Enterprise Resource Planning (ERP) software, notably the OBIC7 series, to small and medium-sized enterprises in Japan. The research report, titled “Primer: OBIC Co Ltd (4684 JP) – Sep 2025″ by Ξ±SK, highlights OBIC’s unrivaled market dominance with a market share surpassing its top two competitors combined. The company’s robust financial standing, marked by consistent double-digit revenue and net income growth, exceptional profitability with operating margins over 60%, and a debt-free balance sheet, garners favorable sentiment from analysts.

The report emphasizes OBIC’s promising prospects fueled by the ongoing digital transformation (DX) in Japan, where SMEs are increasing IT investments to enhance productivity and address labor shortages. Analysts foresee a shift towards cloud-based ERP solutions, positioning OBIC to benefit from this trend. While noting that the content is AI-generated and for general informational purposes, the analysis serves as a valuable resource for investors seeking insights into OBIC Co Ltd‘s market position and growth potential.


A look at OBIC Co Ltd Smart Scores

FactorScoreMagnitude
Value2
Dividend2
Growth4
Resilience4
Momentum2
OVERALL SMART SCORE2.8

Smart Score is a compound score for the Company indicating its overall outlook. It is derived by taking an equally weighted average of underlying Factor scores computed by Smartkarma

Based on the Smartkarma Smart Scores, OBIC Co Ltd shows a promising long-term outlook. With a strong score in Growth and Resilience, the company is positioned well for future expansion and is expected to withstand market challenges effectively. Additionally, its focus on customized software and network systems reflects a forward-thinking approach towards technology.

Although OBIC Co Ltd has average scores in Value, Dividend, and Momentum, its emphasis on providing computer system integration and office automation services for small and medium-sized companies sets it apart in a niche market. This targeted approach could potentially lead to sustained success and growth over the long term.


Disclaimer: This article by Smartkarma is general in nature and based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. Note that our articles may not factor in the latest price-sensitive company announcements or qualitative material.
While all reasonable care has been taken in the preparation, Smartkarma makes no assurance about the accuracy of any generated data or content. All content is indicative only and should be independently checked for accuracy and confirmed before use. Smartkarma accepts no responsibility for any loss or damage caused as a result of any inaccuracy or error within the Lab online tools or generated data.
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