Q3 Follow-Up - Japan Business Systems (5036 JP) - September 5, 2025

388 Views05 Sep 2025 19:55

Issuer-paid

SUMMARY

On the back of brisk 1H performance and strong profit recovery led by Cloud Integration Business including NEXTSCAPE, JBS revised up full-term consolidated net sales by 10.0% to +17.1% YoY, OP by 31.6% to +63.3% YoY (OPM from 3.8% → 4.5%), and profit attributable to owners of parent by 35.1% to +230.1% YoY.
In addition to management successfully turning around profitability of Cloud Integration Business, this also reflects the underlying strong business environment from ongoing demand for DX investment in the cloud, AI and security.
Strong results momentum continued in Q3, as can be seen from the teal-colored bars in the two graphs below representing the quarterly trend of FY25/9 consolidated net sales and OP.

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