Biprogy Inc. · TSE:8056
Biprogy — Q3 FY March 2026 Earnings Presentation
21 slides from Biprogy's earnings presentation, Feb 4, 2026
Slide 1: Results for the 3rd Quarter of FY March 2026
Results for the 3rd Quarter of FY March 2026 February 4, 2026 BIPROGY Inc.
Slide 2: Agenda
1 Acquisition of Catalina Marketing Japan K.K. as a Subsidiary 2 Summary of the Results for Q3 FY March 2026 3 Full-Year Performance Forecast for FY March 2026 Reference Information
Slide 3: Catalina Marketing Japan K.K. (CMJ)
Catalina Marketing Japan K.K. (CMJ) CMJ operates one of the largest retail media network in Japan (AOUMI) *1 that connects consumers, retailers and manufacturers. The company promotes marketing innovation for the entire distribution industry. CMJ has seen the network rapidly expanding in the mar
Slide 4: Synergies Created by CMJ and BIPROGY
Synergies Created by CMJ and BIPROGY Promote the building of "consumer driven distribution demand chain" through the collaboration between CMJ and BIPROGY The retail and distribution sectors are facing challenges such as decreasing demand, labor shortages, diversification of Social Problems consumer
Slide 5: FY2030 Target Scale for Retail Focus Area
FY2030 Target Scale for Retail Focus Area With CMJ joining the group, we aim to expand revenue in the Retail Revenue 60.0 Billion Yen focus area during FY2025 and FY2026. By generating synergies, we or more target achieving revenue of 60.0 billion yen and an operating margin of 20% or more by FY203
Slide 6: Agenda: Summary of the Results for Q3 FY March 2026
1 Acquisition of Catalina Marketing Japan K.K. as a Subsidiary 2 Summary of the Results for Q3 FY March 2026 3 Full-Year Performance Forecast for FY March 2026 Reference Information
Slide 7: FY March2026 Q3 (Apr-Dec) Consolidated Performance Results
FY March2026 Q3 (Apr-Dec) Consolidated Performance Results Revenue increased due to continued strong performance in system services as well as product sales such as network devices and servers. Operating profit was boosted by an increase in gross profit enabled by higher revenue, which absorbed
Slide 8: FY March2026 Q3 (Apr-Dec) Revenue and Gross Profit by Segment
FY March2026 Q3 (Apr-Dec) Revenue and Gross Profit by Segment 【Revenue and Gross Profit (Gross Margin) by Segment】 (Unit：Billion Yen) FY March 2025 Q3 (Apr-Dec) FY March 2026 Q3 (Apr-Dec) YoY (System services) Projects for financial institutions, retailers and electric power Gross Profit Gross Profi
Slide 9: FY March2026 Q3 (Apr-Dec) Orders and Order Backlogs by Segment
FY March2026 Q3 (Apr-Dec) Orders and Order Backlogs by Segment 【Orders by Segment】 (Unit：Billion Yen) FY March 2025 FY March 2026 YoY (System services) Q3 (Apr-Dec) Q3 (Apr-Dec) Orders and order backlogs increased through obtaining large-scale projects for financial institutions and a project for a
Slide 10: Progress of Businesses in the Focus Areas: Core Businesses
FY March2026 Q3 (Apr-Dec) Progress of Businesses in the Focus Areas belonging to the Core Businesses 【Revenue and Operating Profit (Margin) of Businesses in the Focus Areas belonging to the Core Businesses】 (Unit：Billion Yen) FY March 2025 FY March 2026 FY March 2025 FY March 2026 YoY YoY Q3 (Apr-De
Slide 11: Progress of Businesses in the Focus Areas: Growth Businesses
FY March2026 Q3 (Apr-Dec) Progress of Businesses in the Focus Areas belonging to the Growth Businesses 【Revenue of Businesses in the Focus Areas belonging to the Growth Businesses】 (Unit：Billion Yen) FY March 2025 FY March 2026 FY March 2025 FY March 2026 YoY YoY Q3 (Apr-Dec) Q3 (Apr-Dec) (Full Year
Slide 12: Agenda: Full-Year Performance Forecast
1 Acquisition of Catalina Marketing Japan K.K. as a Subsidiary 2 Summary of the Results for Q3 FY March 2026 3 Full-Year Performance Forecast for FY March 2026 Reference Information
Slide 13: FY March 2026 Full-Year Performance Forecast
FY March 2026 (Full-Year) Performance Forecast Change in adjusted operating profit only Revenue, operating profit, and profit attributable to owners of parent remain unchanged from the forecast announced as part of the H1 performance results. The adjusted operating profit was upwardly revised pa
Slide 14: Full-Year Performance Forecast Breakdown Details
(Reference Materials) FY March 2026 (Full-Year) Performance Forecast Breakdown Details Revised （Unit: Billion Yen） 【Changes in Revenue】 ＋23.0 ＋20.7 CMJ Increase in ＋2.3 Product Sales Increase in + 3.8 Software -0.1 Services Hardware +3.9 +16.9 Revenue Revenue System Services +8.6 427.0 Support Servi
Slide 15: Agenda: Reference Information
1 Acquisition of Catalina Marketing Japan K.K. as a Subsidiary 2 Summary of the Results for Q3 FY March 2026 3 Full-Year Performance Forecast for FY March 2026 Reference Information
Slide 16: FY March 2026 Q3 (Apr-Dec) Performance Breakdown Details
(Reference Materials) FY March 2026 Q3 (Apr-Dec) Performance Breakdown Details （Unit: Billion of Yen） 【Changes in Revenue】 +27.6 Increase in Products Sales + 13.3 Increase in Software +5.4 Services Hardware +8.0 +14.2 System Services +7.0 Revenue Revenue Support Services +1.3 306.8 279.3 Outsourcing
Slide 17: FY March 2026 Q3 (Oct-Dec) Consolidated Performance Results
(Reference Materials) FY March 2026 Q3 (Oct-Dec) Consolidated Performance Results (Unit：Billion Yen) FY March 2025 FY March 2026 (Revenue) YoY Q3 (Oct-Dec) Q3 (Oct-Dec) Services and product sales in good shape boosted revenue. (Gross Profit) Revenue 93.2 101.7 +8.5 (+9.1%) Gross profit increased on
Slide 18: Q3 (Oct-Dec) Revenue and Gross Profit by Segment
(Reference Materials) FY March 2026 Q3 (Oct-Dec) Revenue and Gross Profit by Segment 【Revenue and Gross Profit (Gross Margin) by Segment】 (Unit：Billion Yen) FY March 2025 FY March 2026 YoY (System services) Q3 (Oct-Dec) Q3 (Oct-Dec) Revenue and gross profit increased through obtaining projects for G
Slide 19: Q3 (Oct-Dec) Orders by Segment
(Reference Materials) FY March 2026 Q3 (Oct-Dec) Orders by Segment 【Orders by Segment】 (Unit：Billion Yen) FY March 2025 FY March 2026 (System services) YoY Q3 (Oct-Dec) Q3 (Oct-Dec) Orders increased due to obtaining orders for large-scale projects for electric power companies, financial institutions
Slide 20: UNIADEX Performance Summary
(Reference Materials) UNIADEX Performance Summary Revenue and profit increased partly through posting large-scale projects for government agencies. The gross margin of support services is gradually improving due to the stabilization of rebate impacts and the progress in price revisions. 【Consoli
Slide 21: Trademarks and forecast notes
Names of companies or products herein described are trademarks or registered trademarks of their respective organizations. (Note) Forecasts in this document rely on judgments and assumptions based on information available at present. Actual results may differ from the forecasts due to changes in ris