Datasection Inc. surged into the ¥1,800 range in after-hours PTS trading, posting a substantial gain even against the Tokyo Stock Exchange close. In its earnings report, temporary fee income from its AI infrastructure business supported revenue of ¥6.3 billion and an operating profit of ¥4.8 billion. However, delays in bringing AI data center projects online remain an issue.
Datasection Inc. (3905.T) traded in the ¥1,800 range in after-hours PTS trading, up ¥258 (+16.73%) from the Tokyo Stock Exchange close. The stock opened at ¥1,549, reached a high of ¥1,935.6 and a low of ¥1,542, recording active price movements. Trading volume was reported at approximately 564,600 shares, with trading value on the order of ¥1 billion.
According to the earnings summary, Datasection Inc.'s first quarter of the fiscal year ending March 2027 benefited from temporary fee income in its AI infrastructure business. Revenue rose 847.1% year on year to ¥6.3 billion, while operating profit was ¥4.8 billion. Quarterly net income attributable to owners of the parent was ¥3.9 billion. Meanwhile, delays in bringing AI data center projects online could affect progress going forward.
The performance trend over the past 12 quarters shows continued improvement in profit margins and the equity ratio, as well as a recovery in EPS. The report notes that ROE has remained above the 8–10% range and ROA has stabilized at above 5%. Financial indicators cited include an equity ratio of 64.8%, a minimum purchase price of ¥154,200 and 34,630,651 shares outstanding.
Key points for monitoring future performance include expansion of the pipeline for large-scale AI infrastructure projects, expansion of the GPU procurement network, progress on data center investment, steady performance in existing businesses and increased investment capacity through capital strengthening. At the same time, risks cited include delays in bringing data centers online, contract changes, regulatory developments and dependence on specific customers. Changes to the scope of consolidation and dilution from the exercise of stock acquisition rights also require attention.