Infroneer Holdings Inc. · TSE:5076
Infroneer — Q2 FY2025 Earnings Presentation
12 slides from Infroneer's earnings presentation, Nov 14, 2025
Slide 1: FY25 2nd Quarter Financial Presentation
INFRONEER Holdings FY25 2nd Quarter Financial Presentation 【Presentation Materials】 November 14, 2025
Slide 2: Index
INDEX 2 1. Finnacial Summary: FY2Q Results and Year-End Outlook 2. INFRONEER’s Stock Performance and IR Initiatives Topics: • Winning bidder for Toyohashi Water Purification Plant redevelopment project • Regarding the Resumption of Construction of Toyohashi Arena • Revenue from the New Japan Nationl
Slide 3: Financial Summary: Upward revision of Full Year FY25 Forecast and increased dividend
1-1. Financial Summary: Upward revision of Full Year FY25 Forecast and increased dividend 3 In FY25 2Q Results, Net Sales reached ¥424.5 billion, Business Profit ¥24.4 billion, EBITDA ¥43.3 billion, and Net Income ¥24.6 billion. These figures represent record highs since INFRONEER Holdings was esta
Slide 4: Financial Summary
1-2. Financial Summary Segment Financial Summary 4 • In FY25 Q2 Results, both net sales and profits increased year-on-year. Net sales, EBITDA, and net income reached have reached at a record high since INFRONEER HD was established. • Due to the business integration of Mitsui Sumitomo Construction an
Slide 5: Reference: Segment Performance Figures (Full-Year Forecast Trend)
【Reference】 Segment Performance Figures (Full-Year Forecast Trend) FY24 FY25 FY25 FY25 （billion yen） 5 ②ー① Full-Year Results At the beg. ① Revised on Sept. 30 Revised on Nov. 14② Net Sales ※ 847.5 896.3 1,131.0 1,133.0 236.7 Building Construction 320.7 384.8 500.7 502.7 117.9 Civil Engineering 142.0
Slide 6: Trends in Stock Price (as of November 13, 2025)
2.Trends in Stock Price (as of November 13, 2025) Stock price reached at the highest on Nov. 13 since INFRONEER Holdings was established, surpassing the previous peak 6 By implementing the capital strategy outlined in the medium-term management plan and achieving performance targets, more effect
Slide 7: Reference: Impact on Financial Indicators on Bond-Type Class Shares
【Reference】 Impact on Financial Indicators on Bond-Type Class Shares 7 Bond-type class shares are distinguished from common shares and are excluded from the net assets at the time of estimation of PBR. ROE and EPS will be deducted by the preferred dividend, resulting in a decrease in net income
Slide 8: Topics: Winning bidder for Toyohashi Water Purification Plant redevelopment project
Topics: Winning bidder for Toyohashi Water Purification Plant redevelopment project8 POINT This is Japan's first BT+ concession project for water utilities, and we are gradually transitioning to Water PPP 4.0. By adopting an advanced water treatment method, we are achieving both stable water tre
Slide 9: Reference: Water PPP institutionalized, leading to market expansion
【Reference】 Water PPP institutionalized, leading to market expansion 9 What is Water PPP ? A general term for public-private partnership schemes involving long-term contracts that integrate the management and renewal of water supply, sewerage, and industrial water systems, as part of a phased tran
Slide 10: Topics: Regarding the Resumption of Construction of Toyohashi Arena
Topics : Regarding the Resumption of Construction of Toyohashi Arena 10 Events to date ・2024.09.27 Contract concluded with Toyohashi City for the 'Multi-purpose Indoor Facility and Toyohashi Park East Area Development and Operation Project’ ・2025.05.15 A referendum ordinance on whether to continue t
Slide 11: Topics: Revenue from the New Japan National Stadium concession business
Topics : Revenue from the New Japan Nationl Stadium concession business 11 The 52.8 billion yen concession fee is expected to be recovered through sponsorship revenue, including naming rights revenue for the stadium. In addition to naming rights, other stadium rights are planned to be sold in th
Slide 12: Disclaimer
【 Disclaimer】 The performance figures stated in this document are based on the numbers from the financial results report etc., rounded to the nearest billion yen. In addition, forward-looking statements such as performance plans are based on judgments made using information available as of the date