Press Release: Micware Co., Ltd. Announces Fiscal Year 2026 Financial Results

Dow Jones07-01

KOBE, Japan, June 30, 2026 (GLOBE NEWSWIRE) -- Micware Co., Ltd. (Nasdaq: MWC) (the "Company" or "Micware"), a Japan-based provider of software development services and innovative IT solutions mainly focused on the automotive and mobility sectors, today announced its financial results for the fiscal year ended February 28, 2026.

Fiscal Year 2026 Financial Highlights

   -- Revenue was JPY21.9 billion (US$140.3 million) in fiscal year 2026, an 
      increase of 3.7% from JPY21.1 billion in fiscal year 2025. 
 
   -- Gross profit was JPY8.0 billion (US$51.6 million) in fiscal year 2026, an 
      increase of 8.9% from JPY7.4 billion in fiscal year 2025. 
 
   -- Gross profit margin was 36.8% in fiscal year 2026, which increased from 
      35.0% in fiscal year 2025. 
 
   -- Operating profit was JPY2.4 billion (US$15.1 million) in fiscal year 
      2026, an increase of 9.4% from JPY2.2 billion in fiscal year 2025. 
 
   -- Net income was JPY1.6 billion (US$10.4 million) in fiscal year 2026, an 
      increase of 19.6% from JPY1.4 billion in fiscal year 2025. 
 
   -- Net income attributable to the Company's ordinary shareholders was JPY1.6 
      billion (US$10.3 million) in fiscal year 2026, an increase of 20.4% from 
      JPY1.3 billion in fiscal year 2025. 
 
   -- Adjusted operating profit was JPY2.4 billion (US$15.6 million) in fiscal 
      year 2026, an increase of 5.1% from JPY2.3 billion in fiscal year 2025. 
 
   -- Basic and diluted earnings per share were JPY28.58 (US$0.18) in fiscal 
      year 2026, compared to JPY25.49 in fiscal year 2025. 

Mr. Kenji Narushima, Chief Executive Officer and Chairman of Micware, remarked, "We are pleased to report strong financial results for fiscal year 2026, highlighted by steady revenue growth and improved profitability. Our revenue increased by 3.7% year over year, while net income rose by 19.6%. These results underscore our ability to execute across core automotive software business, supported by disciplined cost management and operational excellence.

"Beyond our financial results, the completion of our initial public offering was a defining milestone for Micware. On May 14, 2026, we commenced trading on the Nasdaq Global Market under the ticker symbol 'MWC.' This achievement is the result of years of dedication by our employees, as well as the continued trust and support of our customers, partners, and all those who have supported Micware along the way. We view the listing not as a destination, but as a new beginning, one that we believe provides us with greater visibility and resources as we continue to pursue our long-term vision."

Mr. Narushima continued, "Looking ahead, we intend to grow our business through two strategic priorities. We plan to evolve from an in-vehicle infotainment ("IVI") Tier 1 software supplier to a Software Defined Vehicle ("SDV") Tier 1 software supplier, supported by continued investment in our proprietary IVI software platform, micAuto-PF, which we believe will strengthen our core automotive software capabilities and support our transition toward SDV-related solutions. In parallel, we are continuing to invest in long-term, multi-year technology development, with a particular focus on research and development activities related to Dynamic Street Map & Market Place ("DSMM"). Effective July 1, 2026, the name of DSMM project will be changed to "DynaPlanet." We believe the commercialization of DynaPlanet, anticipated in fiscal year 2027, will expand our addressable market, diversify our revenue base, and strengthen our competitive position. Through these initiatives, we seek to support the next stage of Micware's growth by broadening our technology capabilities, diversifying our revenue streams, and delivering long-term value to our customers and shareholders."

Fiscal Year 2026 Financial Results

Revenue

Revenue was JPY21.9 billion (US$140.3 million) in fiscal year 2026, an increase of 3.7% from JPY21.1 billion in fiscal year 2025.

   -- Revenue from software development services was JPY17.5 billion (US$112.3 
      million) in fiscal year 2026, an increase of 2.0% from JPY17.2 billion in 
      fiscal year 2025. This increase was primarily attributable to: (i) a 
      JPY417.7 million increase in sales in the SDV segment, driven mainly by 
      an increase in revenue from one of the Company's existing related party 
      customers as development activities shifted from the previous vehicle 
      model development project to its successor vehicle model development 
      project, which was partially offset by a decrease in revenue from the 
      previous vehicle model development project as it moved into later-stage 
      activities, and (ii) a JPY89.8 million increase in sales in the 
      Location-Based Services ("LBS") segment, mainly due to a JPY568.3 million 
      increase in sales attributable to higher sales to an existing related 
      party customer, for connected mobility services linking vehicles and 
      smartphones as well as a JPY89.4 million increase attributable to 
      progress in a next-generation development project for an existing 
      Original Equipment Manufacturer ("OEM") customer outside of four-wheeled 
      vehicle applications, partially offset by a JPY566.9 million decrease 
      primarily due to certain customer projects reaching completion or 
      transitioning from main development phases to following phase, such as 
      version upgrade and evaluation support activities. These increases were 
      partially offset by (iii) a JPY164.1 million decrease in sales in the 
      other segment, mainly due to a JPY210.8 million increase in intersegment 
      eliminations resulting from higher intercompany transactions associated 
      with revenue growth in the SDV and LBS segments, partially offset by a 
      net JPY43.3 million increase in revenue from the Company's overseas 
      subsidiaries. 
 
   -- Revenue from licensing was JPY3.23 billion (US$20.7 million) in fiscal 
      year 2026, an increase of 1.7% from JPY3.18 billion in fiscal year 2025. 
      This increase was primarily attributable to a JPY209.3 million increase 
      in the LBS segment, driven mainly by higher license fee revenue from 
      multiple OEM customers, newly launched models for existing customers and 
      the acquisition of a new customer, partially offset by lower license fees 
      for multiple OEM vehicle models that had been in the market for a longer 
      period. This increase was also partially offset by a JPY155.5 million 
      decrease in sales in the SDV segment, primarily due to lower revenue from 
      connected services for a related party customer. 
 
   -- Revenue from software-related services was JPY1.1 billion (US$7.3 
      million) in fiscal year 2026, an increase of 49.5% from JPY0.8 billion in 
      fiscal year 2025. The increase was primarily due to a JPY367.2 million 
      increase in sales in the SDV segment, including JPY245.1 million in 
      revenue contributions from the business acquired through business 
      combinations during the current period as well as JPY181.2 million in 
      revenue from ad hoc development projects for non-OEM customers, partially 
      offset by a JPY110.6 million decrease in sales in the SDV segment mainly 
      due to the completion of technical support services for an existing 
      customer. 

Cost of Revenue

Cost of revenue was JPY13.8 billion (US$88.7 million) in fiscal year 2026, an increase of 0.8% from JPY13.7 billion in fiscal year 2025. The increase was primarily due to the increases in personnel costs and outsourcing costs associated with the expansion of certain SDV- and LBS-related development activities.

Gross Profit

Gross profit was JPY8.0 billion (US$51.6 million) in fiscal year 2026, an increase of 8.9% from JPY7.4 billion in fiscal year 2025.

Gross profit margin was 36.8% in fiscal year 2026, an increase from 35.0% in fiscal year 2025.

Operating Expenses

Total operating expenses were JPY5.7 billion (US$36.4 million) in fiscal year 2026, an increase of 8.7% from JPY5.2 billion in fiscal year 2025.

   -- Sales, general, and administrative expenses were JPY4.1 billion (US$26.6 
      million) in fiscal year 2026, a decrease of 0.5% from JPY4.2 billion in 
      fiscal year 2025. The decrease was primarily attributable to a JPY94.3 
      million decrease in professional fees and license fees on a combined 
      basis and a JPY47.8 million decrease in personnel expenses, partially 
      offset by an increase of JPY71.9 million in advertising expenses. The 
      remaining net change was primarily attributable to increases of JPY28.2 
      million in travel expenses and JPY25.2 million in non-income tax 
      expenses. 
 
   -- Research and development expenses were JPY1.5 billion (US$9.8 million) in 
      fiscal year 2026, an increase of 45.3% from JPY1.1 billion in fiscal year 
      2025. This increase was primarily attributable to increased expenditures 
      related to the DynaPlanet project. 

Operating Profit

Operating profit was JPY2.4 billion (US$15.1 million) in fiscal year 2026, an increase of 9.4% from JPY2.2 billion in fiscal year 2025.

Net Income

Net income was JPY1.6 billion (US$10.4 million) in fiscal year 2026, an increase of 19.6% from JPY1.4 billion in fiscal year 2025.

Net Income Attributable to the Company's Ordinary Shareholders

Net income attributable to the Company's ordinary shareholders was JPY1.6 billion (US$10.3 million) in fiscal year 2026, an increase of 20.4% from JPY1.3 billion in fiscal year 2025.

Basic and Diluted Earnings per Share

Basic and diluted earnings per share were JPY28.58 (US$0.18) in fiscal year 2026, compared to JPY25.49 in fiscal year 2025.

Financial Condition

As of February 28, 2026, the Company had cash and cash equivalents of JPY8.3 billion (US$52.9 million), compared to JPY7.7 billion as of February 28, 2025.

Net cash provided by operating activities was JPY2.1 billion (US$13.3 million) in fiscal year 2026, compared to JPY2.2 billion in fiscal year 2025.

Net cash used in investing activities was JPY0.8 billion (US$5.1 million) in fiscal year 2026, compared to JPY0.6 billion in fiscal year 2025.

Net cash used in financing activities was JPY0.7 billion (US$4.8 million) in fiscal year 2026, compared to net cash provided by financing activities of JPY1.9 billion in fiscal year 2025.

Recent Developments

On May 15, 2026, the Company completed its initial public offering (the "Offering") on the Nasdaq Global Market. The Company issued and sold an aggregate of 2,850,000 American Depositary Shares ("ADSs"), each representing one ordinary share, at a public offering price of US$8.00 per ADS.

On May 20, 2026, A.G.P./Alliance Global Partners, as the sole underwriter of the Offering, exercised its over-allotment option in full to purchase an additional 427,500 ADSs, each representing one ordinary share, at the public offering price of $8.00 per ADS. The total gross proceeds received from the Offering, including proceeds from the exercise of the over-allotment option, were $26.2 million, before deducting underwriting discounts and offering expenses.

The Company's ADSs first began trading on the Nasdaq Global Market on May 14, 2026, under the ticker symbol "MWC."

Earnings Call Information

The Company will host an earnings call at 8:00 am U.S. Eastern Time (9:00 pm Japan Standard Time) on July 1, 2026. To attend the earnings call, please use the following access information.

 
Access details: 
 
Date:                     July 1, 2026 
Time:                     8:00 am U.S. Eastern Time (9:00 pm Japan Standard 
                           Time) 
Pre-registration Link:    https://zoom.us/webinar/register/WN_lgiHZ 
                          ECmQ7G1LYvpUDGWDw#/ 
 

For participation in the earnings call, pre-registration is required using the link above. Dial-in details and access instructions will be provided upon registration. Please join at least 15 minutes before the commencement of the call to ensure timely participation.

For those unable to participate, a video replay of the conference call will be available from approximately one hour after the end of the live call until June 30, 2027.

An archived webcast of the conference call will also be available at the Company's investor relations website at www.ir-micware.com.

Exchange Rate Information

This announcement contains translations of certain Japanese Yen ("JPY") amounts into U.S. dollars ("USD" or "$") for the convenience of the reader. Translations of amounts from JPY into USD have been made at the exchange rate of JPY156.05 = $1.00, which was the foreign exchange rate on February 27, 2026, the last business day in fiscal year ended February 28, 2026, as published on the website of the United States Federal Reserve Board.

About Micware Co., Ltd.

Micware Co., Ltd. is a Japan-based provider of software development services and innovative IT solutions mainly focused on the automotive and mobility sectors. The Company is primarily engaged in the development and sale of IVI systems covering multimedia, navigation, human machine interface, telematics, and driver assistance, as well as navigation software and location information-based smartphone applications.

Since its founding in 2003, Micware has built over 20 years of experience in automotive software and has established long-term relationships with major OEMs in Japan, including Honda Motor Co., Ltd. and Toyota Motor Corporation. Leveraging its engineering capabilities, proprietary technologies, and long-standing OEM relationships, the Company was ranked 9th among Japan-based Tier 1 suppliers in the IVI market in terms of revenue as of February 28, 2024, according to an industry report titled "IVI, Automotive Navigation System and Digital Mapping Market" commissioned by the Company and prepared by Frost & Sullivan. Micware operates across Japan through six operating entities and 13 branch offices and has established subsidiaries in the United States, Thailand, and Germany for overseas operations.

For more information, please visit the Company's IR website: www.ir-micware.com.

Non-GAAP Financial Measures

In the Company's report, it discusses key financial measures that are not calculated in accordance with the United States Generally Accepted Accounting Principles ("GAAP") to supplement its consolidated financial statements presented on a GAAP basis. These non-GAAP financial measures are reconciled from their most directly comparable financial measures determined in accordance with GAAP as follows:

 
                              For the Fiscal Years Ended 
                       ----------------------------------------- 
                                                        February 
                       February   February   February     28, 
                       29, 2024   28, 2025   28, 2026     2026 
                      ----------  ---------  ---------  -------- 
                         JPY         JPY        JPY       US$ 
  Operating Profit     1,892,397  2,160,301  2,364,008    15,149 
  Plus: 
   listing-related 
   and 
   transformational 
   expenses(a)           126,165    149,685     62,934       403 
                       ---------  ---------  ---------  -------- 
  Adjusted Operating 
   Profit              2,018,562  2,309,986  2,426,942    15,552 
                       =========  =========  =========  ======== 
 
 
(a)  (Represents listing-related and other transformational 
      expenses incurred in connection with the Company's 
      IPO and corporate transformation initiatives for the 
      fiscal years ended February 29, 2024 and February 
      28, 2025 and 2026. These costs were recognized as 
      expenses in the statement of operations and were not 
      recorded as direct deductions from equity.) 
 

Adjusted income from operations is a financial measure that is not calculated in accordance with GAAP, and the use of the terms adjusted income from operations may differ from similar measures reported by other companies and may not be comparable to other similarly titled measures. The Company believes the non-GAAP financial measure provides investors with useful information with respect to its historical operations. The Company presents the non-GAAP financial measure as supplemental performance measures because it facilitates a comparative assessment of the Company's operating performance relative to its performance based on its results under GAAP, while isolating the effects of some items that vary from period to period. Specifically, adjusted income from operations allows the Company to assess its performance without the impact of the specifically identified items that it believes do not directly reflect its core operations, including non-recurring costs, such as listing-related and transformational expenses, other non-recurring income, such as litigation-related reimbursement. The non-GAAP financial measure also functions as key performance indicator used to evaluate the Company's operating performance internally, and it is used in connection with the determination of incentive compensation for management, including executive officers.

Adjusted income from operations is not a measurement of the Company's financial performance under GAAP and should not be considered in isolation or as an alternative to income from operations or any other financial statement data presented as indicators of financial performance or liquidity, each as presented in accordance with GAAP. Consequently, the Company's non-GAAP financial measure should be considered together with its consolidated financial statements, which are prepared in accordance with GAAP and included in Item 8 of its annual report on Form 20-F. The Company understands that although adjusted income from operations is frequently used by securities analysts, lenders and others in their evaluation of companies, it has limitations as analytical tools, and you should not consider it in isolation, or as a substitute for analysis of its results as reported under GAAP. Some of these limitations are: adjusted income from operations does not fully reflect the Company's cash expenditures, future requirements for capital expenditures or contractual commitments; adjusted income from operations does not reflect changes in, or cash requirements for, the Company's working capital needs; adjusted income from operations does not reflect the interest expense, or the cash requirements necessary to service interest or principal payments, on debt.

Because of these limitations, adjusted income from operations should not be considered as discretionary cash available to the Company to reinvest in the growth of the Company's business or as measure of cash that will be available to the Company to meet its obligations.

Forward-Looking Statements

Certain statements in this press release are forward-looking statements. These forward-looking statements involve known and unknown risks and uncertainties and are based on the Company's current expectations and projections about future events that the Company believes may affect its financial condition, results of operations, business strategy, and financial needs. Investors can find many (but not all) of these statements by the use of words such as "approximates," "believes," "hopes," "expects," "anticipates," "estimates," "projects," "intends," "plans," "will," "would," "should," "could," "may," or other similar expressions in this press release. The Company undertakes no obligation to update or revise publicly any forward-looking statements to reflect subsequent occurring events or circumstances, or changes in its expectations, except as may be required by law. These statements are subject to uncertainties and risks, including, but not limited to, the uncertainties related to market conditions, and other factors discussed in the "Risk Factors" section of the annual report on

Form 20-F filed with the U.S. Securities and Exchange Commission (the "SEC"). Although the Company believes that the expectations expressed in these forward-looking statements are reasonable, it cannot assure you that such expectations will turn out to be correct, and the Company cautions investors that actual results may differ materially from the anticipated results and encourages investors to review other factors that may affect its future results in the annual report on Form 20-F and other filings with the SEC. Additional factors are discussed in the Company's filings with the SEC, which are available for review at www.sec.gov.

For more information, please contact:

Micware Co., Ltd.

Investor Relations Department

Email: mic_ir@micware.co.jp

Public Relations

Email: mic_pr@micware.co.jp

Ascent Investor Relations LLC

Tina Xiao

Phone: +1-646-932-7242

Email: investors@ascent-ir.com

MICWARE CO., LTD.

CONSOLIDATED BALANCE SHEETS

(Amounts in thousands of Japanese yen ("JPY"), and in thousands of U.S. Dollars ("US$"), except for number of shares and per share data)

 
 
                                                    As of 
                           As of        As of      February 
                         February      February      28, 
                         28, 2025      28, 2026      2026 
                        -----------   ----------   -------- 
                            JPY          JPY         US$ 
  ASSETS 
  Current Assets 
     Cash and cash 
      equivalents         7,670,463    8,259,660     52,930 
     Accounts 
      receivable, net     1,518,878    1,758,584     11,269 
     Accounts 
      receivable due 
      from related 
      parties, net        1,019,357       86,934        557 
     Contract assets        436,167      223,490      1,432 
     Contract assets 
      due from related 
      parties             1,573,389    3,126,224     20,033 
     Inventories             48,629       18,902        121 
     Tax receivable         344,813        4,929         32 
     Prepayments and 
      other current 
      assets              1,427,733    1,026,648      6,579 
     Prepayments and 
      other current 
      assets due from 
      related parties        18,694       13,074         84 
                         ----------   ----------   -------- 
      Total current 
       assets            14,058,123   14,518,445     93,037 
 
  Non-current Assets 
     Property and 
      equipment, net      1,878,472    1,849,599     11,853 
     Operating lease 
      right-of-use 
      assets, net         3,909,012    3,834,503     24,572 
     Intangible assets, 
      net                    87,768      206,920      1,326 
     Long-term 
      investments           219,649      317,000      2,031 
     Goodwill               197,650      239,228      1,533 
     Deferred offering 
      costs                  86,174      231,986      1,487 
     Deferred tax 
      assets, net           687,365    1,028,394      6,590 
     Long-term 
      prepayments and 
      other non-current 
      assets              1,848,634    2,213,137     14,182 
                         ----------   ----------   -------- 
      Total non-current 
       assets             8,914,724    9,920,767     63,574 
                         ----------   ----------   -------- 
  TOTAL ASSETS           22,972,847   24,439,212    156,611 
                         ==========   ==========   ======== 
 
  LIABILITIES, 
  MEZZANINE EQUITY, 
  AND EQUITY 
  Current liabilities 
     Short-term 
      borrowings                  -      800,000      5,127 
     Current portion of 
      long-term 
      borrowings          1,804,164    2,021,924     12,957 
     Accounts payable     1,362,985    1,217,573      7,802 
     Accounts payable 
      due to a related 
      party                 288,205      188,264      1,206 
     Current portion of 
      contract 
      liabilities           708,035      763,650      4,894 
     Current portion of 
      contract 
      liabilities due 
      to a related 
      party                       -      646,603      4,144 
     Operating lease 
      liabilities, 
      current               881,838    1,206,136      7,729 
     Taxes payable          922,102      530,424      3,399 
     Accrued expenses 
      and other current 
      liabilities         1,350,327    1,388,559      8,898 
     Accrued expenses 
      and other current 
      liabilities due 
      to related 
      parties                 1,547          873          6 
                         ----------   ----------   -------- 
      Total current 
       liabilities        7,319,203    8,764,006     56,162 
 
  Non-current 
  liabilities 
     Long-term 
      borrowings          4,273,240    2,565,203     16,438 
     Contract 
      liabilities, 
      non-current           723,188      877,430      5,623 
     Operating lease 
      liabilities, 
      non-current         3,214,665    2,880,319     18,458 
     Deferred tax 
      liabilities, net            -       61,513        394 
     Other non-current 
      liabilities           660,003      678,073      4,345 
                         ----------   ----------   -------- 
      Total non-current 
       liabilities        8,871,096    7,062,538     45,258 
                         ----------   ----------   -------- 
  TOTAL LIABILITIES      16,190,299   15,826,544    101,420 
                         ==========   ==========   ======== 
 
  COMMITMENTS AND 
  CONTINGENCIES 
 
  Mezzanine equity 
     Redeemable 
      ordinary shares 
      (313,300 shares 
      issued and 
      outstanding as of 
      February 28, 2025 
      and February 28, 
      2026)*                 71,500      391,124      2,506 
                         ----------   ----------   -------- 
  TOTAL MEZZANINE 
   EQUITY                    71,500      391,124      2,506 
                         ==========   ==========   ======== 
 
  Equity 
     Ordinary shares, 
      125,320,000 
      shares 
      authorized; 
      58,054,490 shares 
      issued and 
      55,403,490 shares 
      outstanding as of 
      February 28, 
      2025, and 
      58,054,490 shares 
      issued and 
      55,828,614 shares 
      outstanding as of 
      February 28, 
      2026*                 480,000      480,000      3,076 
     Treasury shares, 
      2,337,700 and 
      1,912,576 shares 
      as of February 
      28, 2025 and 
      February 28, 
      2026, 
      respectively*        (489,121)    (410,683)    (2,632) 
     Additional paid-in 
      capital               926,301      997,803      6,394 
     Retained earnings    5,540,108    6,823,084     43,724 
     Accumulated other 
      comprehensive 
      income                 69,722      118,474        759 
                         ----------   ----------   -------- 
     Total equity 
      attributable to 
      shareholders of 
      the Company         6,527,010    8,008,678     51,321 
     Non-controlling 
      interests             184,038      212,866      1,364 
                         ----------   ----------   -------- 
  TOTAL EQUITY            6,711,048    8,221,544     52,685 
                         ----------   ----------   -------- 
  TOTAL LIABILITIES, 
   MEZZANINE EQUITY AND 
   EQUITY                22,972,847   24,439,212    156,611 
                         ==========   ==========   ======== 
 
 
(*)  (The shares and per share information are presented 
      on a retroactive basis to reflect the share split 
      from 1 to 130, which became effective on March 1, 
      2024, and reflect the share split from 1 to 241, which 
      became effective on March 31, 2026.) 
 

MICWARE CO., LTD.

CONSOLIDATED STATEMENTS OF INCOME AND COMPREHENSIVE INCOME

(Amounts in thousands of JPY, and in thousands of US$, except for number of shares and per share data)

 
 
                                   For the Fiscal Years Ended 
                       -------------------------------------------------- 
                        February      February     February     February 
                        29, 2024      28, 2025     28, 2026     28, 2026 
                       -----------   ----------   ----------   ---------- 
                           JPY          JPY          JPY          US$ 
  Revenue -- third 
   parties               7,476,565    7,276,479    7,257,218       46,506 
  Revenue -- related 
   parties              10,040,166   13,842,825   14,638,572       93,807 
                        ----------   ----------   ----------   ---------- 
  Total Revenue         17,516,731   21,119,304   21,895,790      140,313 
  Cost of revenue       12,193,425   13,729,851   13,845,797       88,727 
                        ----------   ----------   ----------   ---------- 
  Gross profit           5,323,306    7,389,453    8,049,993       51,586 
 
  Operating expenses 
     Selling, general, 
      and 
      administrative 
      expenses           2,469,969    4,171,455    4,149,281       26,589 
     Research and 
      development 
      expenses             960,940    1,057,697    1,536,704        9,848 
                        ----------   ----------   ----------   ---------- 
  Total operating 
   expenses              3,430,909    5,229,152    5,685,985       36,437 
                        ----------   ----------   ----------   ---------- 
 
  Operating profit       1,892,397    2,160,301    2,364,008       15,149 
                        ==========   ==========   ==========   ========== 
 
  Other income 
  (expense) 
     Interest 
      expenses, net        (36,978)     (49,498)     (42,785)        (274) 
     (Loss) gain from 
      disposal of 
      long-lived 
      assets                  (154)      (1,370)       1,092            7 
     Gain (loss) from 
      change in fair 
      market value of 
      equity 
      securities            71,165      (44,352)    (112,100)        (718) 
     Gain (loss) from 
      foreign currency 
      exchange               8,904      (34,515)      12,735           82 
     Impairment loss 
      on long-term 
      investment                 -            -      (91,021)        (583) 
     Gain on bargain 
      purchase                   -            -      106,805          684 
     Other income, net       3,735        5,981       83,557          535 
                        ----------   ----------   ----------   ---------- 
      Total other 
       income 
       (expense), net       46,672     (123,754)     (41,717)        (267) 
                        ----------   ----------   ----------   ---------- 
  INCOME BEFORE INCOME 
   TAX PROVISION         1,939,069    2,036,547    2,322,291       14,882 
 
  PROVISION 
  (BENEFIT) FOR 
  INCOME TAXES 
     Current               703,501      953,843    1,030,260        6,602 
     Deferred             (163,968)    (271,623)    (327,464)      (2,098) 
                        ----------   ----------   ----------   ---------- 
      Total provision 
       for income 
       taxes               539,533      682,220      702,796        4,504 
                        ----------   ----------   ----------   ---------- 
  Net income             1,399,536    1,354,327    1,619,495       10,378 
                        ==========   ==========   ==========   ========== 
 
  Less: net income 
   attributable to 
   non-controlling 
   interests               (28,902)     (23,709)     (16,895)        (108) 
                        ----------   ----------   ----------   ---------- 
  Net income 
   attributable to the 
   Company's ordinary 
   shareholders          1,370,634    1,330,618    1,602,600       10,270 
                        ==========   ==========   ==========   ========== 
 
  Other 
  comprehensive 
  income, net of 
  tax: 
  Foreign currency 
   translation 
   adjustments              44,105          248       60,685          389 
                        ----------   ----------   ----------   ---------- 
  Total comprehensive 
   income                1,443,641    1,354,575    1,680,180       10,767 
                        ==========   ==========   ==========   ========== 
  Less: comprehensive 
   income attributable 
   to non-controlling 
   interests               (42,137)     (23,572)     (28,828)        (185) 
                        ----------   ----------   ----------   ---------- 
  Comprehensive income 
   attributable to the 
   Company               1,401,504    1,331,003    1,651,352       10,582 
                        ==========   ==========   ==========   ========== 
 
  WEIGHTED AVERAGE 
  NUMBER OF ORDINARY 
  SHARES 
     Basic*             53,040,492   52,192,776   56,070,866   56,070,866 
     Diluted*           53,040,492   52,192,776   56,070,866   56,070,866 
  EARNINGS PER SHARE 
     Basic*                  25.84        25.49        28.58         0.18 
     Diluted*                25.84        25.49        28.58         0.18 
 
 
(*)  (The shares and per share information are presented 
      on a retroactive basis to reflect the share split 
      from 1 to 130, which became effective on March 1, 
      2024, and reflect the share split from 1 to 241, which 
      became effective on March 31, 2026.) 
 

MICWARE CO., LTD.

CONSOLIDATED STATEMENTS OF CASH FLOWS

(Amounts in thousands of JPY, and in thousands of US$)

 
 
                                For the Fiscal Years Ended 
                     ------------------------------------------------ 
                                                             February 
                      February      February     February      28, 
                      29, 2024      28, 2025     28, 2026      2026 
                     -----------   ----------   ----------   -------- 
                         JPY          JPY          JPY         US$ 
  Cash flows from 
  operating 
  activities 
     Net income        1,399,536    1,354,327    1,619,495     10,378 
  Adjustments to 
  reconcile net 
  income to net 
  cash provided by 
  operating 
  activities: 
     Depreciation 
      and 
      amortization 
      expense            423,597      441,932      429,103      2,750 
     Amortization of 
      operating 
      lease 
      right-of-use 
      assets             651,593      929,705    1,156,300      7,409 
     Provisions for 
      inventory 
      valuation 
      losses                   -            -       30,688        197 
     Loss (gain) on 
      disposal of 
      property and 
      equipment              154         (219)      (1,092)        (7) 
     Loss on 
      disposal of 
      intangible 
      assets                   -        1,589            -          - 
     Change in fair 
      value of 
      marketable 
      securities         (71,165)      44,352      112,100        718 
     Impairment loss 
      on long- term 
      investment               -            -       91,021        583 
     Gain on bargain 
      purchase                 -            -     (106,805)      (684) 
     Deferred tax 
      benefit           (163,968)    (271,623)    (327,464)    (2,098) 
  Changes in 
  operating assets 
  and 
  liabilities: 
     Accounts 
      receivable         (26,098)     114,708      (53,770)      (345) 
     Accounts 
      receivable due 
      from related 
      parties          1,244,049     (818,844)     932,423      5,975 
     Contract assets     (48,148)    (209,309)     212,677      1,363 
     Contract assets 
      due from 
      related 
      parties         (1,900,379)   1,845,516   (1,552,835)    (9,951) 
     Inventories          (2,292)     (43,697)        (961)        (6) 
     Tax receivables      (4,244)    (340,569)     339,884      2,178 
     Prepayments and 
      other assets      (363,437)  (1,441,012)      66,390        425 
     Prepayments and 
      other assets 
      due from 
      related 
      parties             15,752       (7,097)       5,620         36 
     Accounts 
      payable            244,732      178,164     (145,412)      (932) 
     Accounts 
      payable due to 
      a related 
      party              (97,431)     (30,206)     (99,941)      (640) 
     Contract 
      liabilities        216,753      170,141      209,857      1,345 
     Contract 
      liabilities 
      due to a 
      related party       (7,978)         (92)     646,603      4,144 
     Accrued 
      expenses and 
      other 
      liabilities       (488,192)     544,889       (5,335)       (34) 
     Accrued 
      expenses and 
      other 
      liabilities 
      due to related 
      parties             (1,426)       1,052         (674)        (4) 
     Operating lease 
      liabilities       (658,615)    (705,040)  (1,091,737)    (6,996) 
     Taxes payable        40,260      470,572     (391,678)    (2,510) 
                      ----------   ----------   ----------   -------- 
  Net cash provided 
   by operating 
   activities            403,053    2,229,239    2,074,457     13,294 
                      ----------   ----------   ----------   -------- 
 
  Cash flows from 
  investing 
  activities 
     Payment for 
      investment         (50,000)        (500)    (300,472)    (1,925) 
     Proceeds from 
      sale of 
      investment          26,191            -            -          - 
     Purchase of 
      property and 
      equipment         (180,738)    (594,987)    (268,727)    (1,722) 
     Proceeds from 
      sale of 
      property and 
      equipment              254        1,108        2,308         15 
     Purchase of 
      intangible 
      assets             (14,709)     (38,710)     (22,712)      (146) 
     Acquisitions              -            -     (205,000)    (1,314) 
                      ----------   ----------   ----------   -------- 
  Net cash used in 
   investing 
   activities           (219,002)    (633,089)    (794,603)    (5,092) 
                      ----------   ----------   ----------   -------- 
 
  Cash flows from 
  financing 
  activities 
     Proceeds from 
      borrowings       5,300,000    3,260,000    1,200,000      7,690 
     Repayment of 
      borrowings      (4,278,044)  (2,009,256)  (1,890,277)   (12,113) 
     Payments on 
      deferred 
      offering 
      costs                    -      (86,174)    (142,368)      (912) 
     Repayments of 
      finance lease 
      obligation         (47,906)     (55,249)     (63,751)      (409) 
     Purchase of 
      treasury 
      shares          (2,618,591)           -            -          - 
     Reissuance of 
      treasury 
      shares           1,618,500      776,000      149,940        961 
     Proceeds from 
      issuance of 
      redeemable 
      ordinary 
      shares              65,000            -            -          - 
                      ----------   ----------   ----------   -------- 
  Net cash provided 
   by (used in) 
   financing 
   activities             38,959    1,885,321     (746,456)    (4,783) 
                      ----------   ----------   ----------   -------- 
 
  Effect of foreign 
   exchange rate 
   changes on cash 
   and cash 
   equivalents            38,742         (644)      55,799        357 
 
  Net increase in 
   cash and cash 
   equivalents           261,752    3,480,827      589,197      3,776 
 
  Cash and cash 
   equivalents at 
   the beginning of 
   the year            3,927,884    4,189,636    7,670,463     49,154 
                      ----------   ----------   ----------   -------- 
  Cash and cash 
   equivalents at 
   the end of the 
   year                4,189,636    7,670,463    8,259,660     52,930 
                      ==========   ==========   ==========   ======== 
 
  Supplementary 
  cash flow 
  information 
  Cash paid for 
   income taxes          677,119      816,763    1,084,760      6,951 
  Cash paid for 
   interest 
   expenses               36,731       53,499       71,698        459 
 
  Non-cash 
  financing and 
  investing 
  activities 
  Operating lease 
   right-of-use 
   assets obtained 
   in exchange for 
   operating lease 
   liabilities           126,623    3,127,334    1,081,311      6,929 
  Finance lease 
   right-of-use 
   assets obtained 
   in exchange for 
   finance lease 
   liabilities            94,994       25,629      117,164        751 
  Remeasurement of 
   operating lease 
   liabilities and 
   right-of-use 
   assets due to 
   modifications           8,092            -        7,674         49 
  Remeasurement of 
   finance lease 
   liabilities and 
   right-of-use 
   assets due to 
   modifications               -            -       13,529         87 
  Adjustments to 
   redeemable 
   ordinary shares 
   fair value 
   measurement             3,290        3,210      319,624      2,048 
 
 

Non-GAAP Financial Measures and Reconciliation

Adjusted OPERATING PROFIT

 
                              For the Fiscal Years Ended 
                      ------------------------------------------ 
                                                        February 
                       February   February   February     28, 
                       29, 2024   28, 2025   28, 2026     2026 
                      ----------  ---------  ---------  -------- 
                         JPY         JPY        JPY       US$ 
  OPERATING PROFIT     1,892,397  2,160,301  2,364,008    15,149 
  Plus: 
   listing-related 
   and 
   transformational 
   expenses(a)           126,165    149,685     62,934       403 
                       ---------  ---------  ---------  -------- 
  Adjusted OPERATING 
   PROFIT              2,018,562  2,309,986  2,426,942    15,552 
                       =========  =========  =========  ======== 
 
 
(a)  (Represents listing-related and other transformational 
      expenses incurred in connection with the Company's 
      IPO and corporate transformation initiatives for the 
      fiscal years ended February 29, 2024 and February 
      28, 2025 and 2026. These costs were recognized as 
      expenses in the statement of operations and were not 
      recorded as direct deductions from equity.) 
 

(END) Dow Jones Newswires

June 30, 2026 16:15 ET

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