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Japan Oil Transportation, Ordinary Profit Forecast for the Fiscal Year Revised Upward to an Unexpected 14% Increase, Highest in Three Terms

Fri Nov 7, 2025 2:00 pm JST Earnings

9074 Japan Oil Transportation Co., Ltd. 【J-GAAP】

Earnings Report

Japan Oil Transportation Co., Ltd. <9074> [TSE Std] announced its financial results in the afternoon session on November 7th (14:00). The consolidated ordinary profit for the cumulative second quarter of the fiscal year ending March 2026 (April to September) surged 2.3 times that of the same period last year, reaching 0.75 billion yen, resulting in an increase in profits compared to the previous forecast of a 9.9% decrease.

In addition, the full-year forecast for consolidated ordinary profit has been revised upward 14.3%, from the previous forecast of 1.75 billion yen to 2.00 billion yen (compared to 1.75 billion yen in the previous period), reaches new record high for the first time in three terms, turning to a 13.8% increase in the consolidated ordinary profit outlook.

Based on the first-half performance announced by the company and the full-year plan, our calculation indicates that the consolidated ordinary profit for the October to March period (second half) is expected to decrease 12.4% from the same period last year to 1.24 billion yen.

In the most recent three-month period, from July to September (2Q), the consolidated ordinary profit increased 47.3% from the same period last year, reaching 0.43 billion yen. The operating profit margin improved from 3.7% in the same period last year to 4.5%.

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Actual Results

Accumulated Results 2nd Quarter
Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Progress Rate vs. First Half Announce Accounting Standards
Apr - Sep, 2023 16,202 168 287 212 64.3 16.1 Nov 7, 2023 J-GAAP
Apr - Sep, 2024 17,079 259 333 327 99.0 19.0 Nov 7, 2024 J-GAAP
Apr - Sep, 2025 17,885 630 752 507 153.4 37.6 Nov 7, 2025 J-GAAP
YoY +4.7% +143.2% +125.8% +55.0% +55.0%

First Half Results vs. Previous Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Apr - Sep, 2025 Guidance 17,500 250 300 200 60.5 50 May 13, 2025 J-GAAP
Apr - Sep, 2025 Results 17,885 630 752 507 153.4 50 Nov 7, 2025 J-GAAP
Revision Rate +2.2% +152.0% +150.7% +153.5% +153.7%

Guidance Update

Full Year Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2026 Prev 37,800 1,600 1,750 1,100 332.6 100 May 13, 2025 J-GAAP
Mar, 2026 New 38,200 1,800 2,000 1,300 393.1 100 Nov 7, 2025 J-GAAP
Revision Rate +1.1% +12.5% +14.3% +18.2% +18.2%

Current Period Guidance

Second Half Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Oct - Mar, 2024 20,011 1,295 1,424 935 282.9 50 May 13, 2025 J-GAAP
Oct - Mar, 2025 Guidance 20,315 1,170 1,248 793 239.8 50 Nov 7, 2025 J-GAAP
YoY +1.5% -9.7% -12.4% -15.2% -15.2%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 34,985 1,561 1,788 1,154 348.9 100 May 13, 2024 J-GAAP
Mar, 2025 37,090 1,554 1,757 1,262 381.9 100 May 13, 2025 J-GAAP
Mar, 2026 Guidance 38,200 1,800 2,000 1,300 393.1 100 Nov 7, 2025 J-GAAP
YoY +3.0% +15.8% +13.8% +3.0% +2.9%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Jul - Sep, 2024 8,832 325 296 185 56.0 3.7 Nov 7, 2024 J-GAAP
Oct - Dec, 2024 9,823 647 783 499 150.9 6.6 Feb 7, 2025 J-GAAP
Jan - Mar, 2025 10,188 648 641 436 131.9 6.4 May 13, 2025 J-GAAP
Apr - Jun, 2025 8,752 220 316 199 60.4 2.5 Aug 6, 2025 J-GAAP
Jul - Sep, 2025 9,133 410 436 308 93.2 4.5 Nov 7, 2025 J-GAAP
YoY +3.4% +26.2% +47.3% +66.5% +66.5%

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