Infomart Corporation

Infomart, which digitizes business-to-business transactions, saw its stock price rebound on September 2, closing at 660 yen, up 3.8% from the previous day. The stock has risen more than 20% over the past month, climbing 133 yen from 527 yen on August 4 to September 2. For the full fiscal year ending December 2025, the company reported sales of 18.8 billion yen (up 20.4% year-on-year), operating profit of 2.8 billion yen (up 138.6%), and net profit of 1.9 billion yen (up 193.3%). A 15.4% year-on-year decrease in cost of sales boosted profits. For the fiscal year ending December 2026, the company forecasts sales of 21.3 billion yen (up 13.5%), operating profit of 5 billion yen (up 74.6%), and net profit of 3 billion yen (up 61.1%). The first half progress was 46.8% of sales and 42.4% of operating profit. As of September 2, the P/E ratio was 53.97 and the P/B ratio was 5.85, indicating that the market is pricing in the achievement of the full-year forecast.

It has come to light that Oasis Management's stake in Infomart, which provides SaaS for ordering, specifications, and invoicing, has risen from 9.74% at the time of its previous filing to 10.94%. According to a large shareholding change report filed by Oasis Management after the close of trading on the 17th, the purpose of the holding is to seek medium- to long-term improvement in corporate value and corporate governance through constructive dialogue with management. The closing price on the 18th was 599 yen, up 31 yen from the previous day.