Datasection revises FY26 forecasts due to supply delays

Datasection Inc. [3905.T]

TOKYO, Apr 16 (Pulse News Wire) – Datasection Inc. (3905.T) revised its fiscal year 2026 earnings forecast on April 16 following a board meeting held on the same day.

The company adjusted its consolidated performance expectations for the period ending March 31, 2026, primarily due to delays in server deliveries and construction timelines. Sales projections were reduced significantly due to delays in GPU servers, CPU servers, and related equipment for domestic and Australian projects. Originally scheduled to commence operations in March 2026, the projects now anticipate startup phases beginning in May-July for the domestic project and June-August for the Australian project. As a result, revenue contributions from these centers are expected to shift to the fiscal year ending March 2027. However, increased service provision volumes from a major client exceeded initial estimates but did not offset the overall sales reduction. Key adjustments included: - Domestic Project 1: Sales projection cut from ¥37.27 billion to zero due to delayed operation commencement.

- Australia Project 1: Sales projection cut from ¥3.498 billion to zero due to delayed operation commencement. - Additional orders from key clients raised projected sales from ¥7.239 billion to ¥2.972 billion. Despite lower sales, operating profit was revised upwards due to the cancellation of stock option expenses totaling ¥818 million. Interest payments also decreased, further boosting ordinary income. Adjusted EBITDA saw a downward revision due to non-recognition of depreciation costs previously estimated at ¥2.304 billion and stock compensation expenses. Parent shareholders' net income for the period was revised upward mainly because of reduced taxable income due to non-inclusion of stock compensation expenses amounting to ¥818 million.

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