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IBJ, Ordinary Profit Forecast for the Fiscal Year Revised Upward by 12%, Raises Record High Profit Forecast, Dividend Revised Upward by 2 Yen

Wed Nov 12, 2025 3:30 pm JST Earnings

6071 IBJ,Inc. 【J-GAAP】

Earnings Report

IBJ,Inc. <6071> [TSE Prime] announced its financial results after the market closed on November 12th (15:30). The consolidated ordinary profit for the cumulative third quarter of the fiscal year ending December 2025 (January to September) expanded 2.98 billion yen, an increase 50.6% compared to the same period last year.

In addition, the full-year forecast for consolidated ordinary profit has been revised upward 12.3%, from the previous forecast of 3.08 billion yen to 3.46 billion yen (compared to 2.56 billion yen in the previous period), increasing the growth rate from 20.5% to 35.3%, further surpassing the previous forecast of record-high profits for two consecutive terms. However, the full-year forecast for consolidated net income has decreased 21.5%, from the previous forecast of 1.98 billion yen to 1.56 billion yen (compared to 1.52 billion yen in the previous period), leading to a reduction in the profit growth rate from 30.6% to 2.6%.

Based on the full-year plan announced by the company after the upward revision, our estimate of the consolidated ordinary profit for the July to December period (second half) is expected to increase 29.0%, from the previous forecast of 1.30 billion yen to 1.68 billion yen (compared to 1.29 billion yen in the same period of the previous year), increasing the growth rate from 0.9% to 30.2%.

In light of the strong performance, the company has increased its planned year-end lump-sum dividend for the current fiscal year from the original plan of 8 yen to 10 yen (compared to 8 yen in the previous period).

In the most recent three-month period, from July to September (3Q), the consolidated ordinary profit increased 68.9% from the same period last year, reaching 1.20 billion yen. The operating profit margin jumped from 15.9% in the same period last year to 22.8%.

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Actual Results

Accumulated Results 3rd Quarter
Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Progress Rate vs. First Half Announce Accounting Standards
Jan - Sep, 2023 13,555 1,741 1,809 1,377 34.2 78.9 Nov 10, 2023 J-GAAP
Jan - Sep, 2024 13,091 1,989 1,979 1,316 34.7 77.3 Nov 8, 2024 J-GAAP
Jan - Sep, 2025 14,946 2,979 2,981 1,859 49.1 86.1 Nov 12, 2025 J-GAAP
YoY +14.2% +49.8% +50.6% +41.3% +41.7%

Guidance Update

Second Half Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Jul - Dec, 2025 Prev 9,671 1,331 1,305 893 23.6 8 Aug 8, 2025 J-GAAP
Jul - Dec, 2025 New 10,266 1,807 1,684 466 12.3 10 Nov 12, 2025 J-GAAP
Revision Rate +6.2% +35.8% +29.0% -47.8% -47.8%

Full Year Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Dec, 2025 Prev 19,405 3,124 3,085 1,989 52.5 8 Feb 12, 2025 J-GAAP
Dec, 2025 New 20,000 3,600 3,464 1,562 41.2 10 Nov 12, 2025 J-GAAP
Revision Rate +3.1% +15.2% +12.3% -21.5% -21.5%

Current Period Guidance

Second Half Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Jul - Dec, 2024 9,173 1,309 1,293 657 17.3 8 Feb 12, 2025 J-GAAP
Jul - Dec, 2025 Guidance 10,266 1,807 1,684 466 12.3 10 Nov 12, 2025 J-GAAP
YoY +11.9% +38.0% +30.2% -29.1% -29.0%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Dec, 2023 17,649 2,230 2,292 1,629 40.8 6 Feb 9, 2024 J-GAAP
Dec, 2024 17,739 2,579 2,561 1,523 40.2 8 Feb 12, 2025 J-GAAP
Dec, 2025 Guidance 20,000 3,600 3,464 1,562 41.2 10 Nov 12, 2025 J-GAAP
YoY +12.7% +39.6% +35.3% +2.6% +2.7%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Jul - Sep, 2024 4,525 719 711 450 11.9 15.9 Nov 8, 2024 J-GAAP
Oct - Dec, 2024 4,648 590 582 207 5.5 12.7 Feb 12, 2025 J-GAAP
Jan - Mar, 2025 4,815 1,006 999 614 16.3 20.9 May 9, 2025 J-GAAP
Apr - Jun, 2025 4,919 787 781 482 12.8 16.0 Aug 8, 2025 J-GAAP
Jul - Sep, 2025 5,212 1,186 1,201 763 20.2 22.8 Nov 12, 2025 J-GAAP
YoY +15.2% +65.0% +68.9% +69.6% +70.1%

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