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JRC, Ordinary Profit Forecast for First Half Revised Upward to an Unexpected 36% Increase, Dividend Revised Upward by 1 Yen
6224 JRC Co.,Ltd. 【J-GAAP】
Earnings ReportJRC Co.,Ltd. <6224> [TSE Growth] announced its financial results after the market closed on July 15th (15:30). The consolidated ordinary profit for the first quarter of the fiscal year ending February 2026 (March to May) surged 2.6 times that of the same period last year, reaching 0.67 billion yen.
In addition, the March to August period (first half) consolidated ordinary profit has been revised upward 49.8%, from the previous forecast of 0.60 billion yen to 0.90 billion yen (compared to 0.66 billion yen in the same period of the previous year), turning to a 35.6% increase in the consolidated ordinary profit outlook.
Furthermore, the full-year forecast for consolidated ordinary profit forecast remains unchanged from the estimate of 1.71 billion yen(compared to 1.40 billion yen in the previous period).
In light of the strong performance, the dividend for the first half of this fiscal year has been increased from the original plan of 13 yen to 14 yen (compared to 13 yen in the same period of the previous year), resulting in the annual dividend of 28 yen.
In the most recent three-month period, from March to May (1Q), the operating profit margin jumped from 10.8% in the same period last year to 20.6%.
Kabutan News
Actual Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Progress Rate vs. First Half | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Mar - May, 2024 | 2,355 | 254 | 258 | 245 | 20.2 | 38.8 | Jul 12, 2024 | J-GAAP |
| Mar - May, 2025 | 3,394 | 700 | 673 | 516 | 41.1 | 74.6 | Jul 15, 2025 | J-GAAP |
| YoY | +44.1% | +175.6% | +160.9% | +110.6% | +104.0% |
Guidance Update
First Half Update
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Mar - Aug, 2025 Prev | 6,336 | 617 | 602 | 365 | 28.9 | 13 | Apr 14, 2025 | J-GAAP |
| Mar - Aug, 2025 New | 6,336 | 917 | 902 | 571 | 45.3 | 14 | Jul 15, 2025 | J-GAAP |
| Revision Rate | 0.0% | +48.6% | +49.8% | +56.4% | +56.4% |
Full Year Update
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Feb, 2026 Prev | 13,663 | 1,728 | 1,713 | 1,147 | 89.7 | 27 | Apr 14, 2025 | J-GAAP |
| Feb, 2026 New | 13,663 | 1,728 | 1,713 | 1,147 | 89.7 | 28 | Jul 15, 2025 | J-GAAP |
| Revision Rate | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% |
Current Period Guidance
H1 Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Mar - Aug, 2024 | 4,949 | 651 | 665 | 523 | 43.0 | 13 | Oct 11, 2024 | J-GAAP |
| Mar - Aug, 2025 Guidance | 6,336 | 917 | 902 | 571 | 45.3 | 14 | Jul 15, 2025 | J-GAAP |
| YoY | +28.0% | +40.9% | +35.6% | +9.2% | +5.3% |
Current Period Guidance
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Feb, 2024 | 9,473 | 1,270 | 1,273 | 847 | 67.1 | 21 | Apr 12, 2024 | J-GAAP |
| Feb, 2025 | 11,064 | 1,378 | 1,407 | 1,078 | 87.9 | 26 | Apr 14, 2025 | J-GAAP |
| Feb, 2026 Guidance | 13,663 | 1,728 | 1,713 | 1,147 | 89.7 | 28 | Jul 15, 2025 | J-GAAP |
| YoY | +23.5% | +25.4% | +21.7% | +6.4% | +2.0% |
Quarterly Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Operating Profit Margin | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Mar - May, 2024 | 2,355 | 254 | 258 | 245 | 20.2 | 10.8 | Jul 12, 2024 | J-GAAP |
| Jun - Aug, 2024 | 2,594 | 397 | 407 | 278 | 22.9 | 15.3 | Oct 11, 2024 | J-GAAP |
| Sep - Nov, 2024 | 2,969 | 360 | 366 | 222 | 18.2 | 12.1 | Jan 14, 2025 | J-GAAP |
| Dec - Feb, 2024 | 3,146 | 367 | 376 | 333 | 27.2 | 11.7 | Apr 14, 2025 | J-GAAP |
| Mar - May, 2025 | 3,394 | 700 | 673 | 516 | 41.1 | 20.6 | Jul 15, 2025 | J-GAAP |
| YoY | +44.1% | +175.6% | +160.9% | +110.6% | +104.0% |
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