NEOJAPAN, Ordinary Profit Forecast for the Fiscal Year Revised Upward by 17%, Raises Record High Profit Forecast, Dividend Revised Upward by 8 Yen

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Thu Dec 11, 2025 12:00 pm JST Earnings

3921 NEOJAPAN Inc. 【J-GAAP】

Earnings Report

NEOJAPAN Inc. <3921> [TSE Prime] announced its financial results at noon (12:00) on December 11th. The consolidated ordinary profit for the cumulative third quarter of the fiscal year ending January 2026 (February to October) expanded 1.96 billion yen, an increase 35.1% compared to the same period last year.

In addition, the full-year forecast for consolidated ordinary profit has been revised upward 16.9%, from the previous forecast of 2.16 billion yen to 2.53 billion yen (compared to 2.04 billion yen in the previous period), increasing the growth rate from 5.7% to 23.6%, further surpassing the previous forecast of record-high profits for three consecutive terms.

Based on the full-year plan announced by the company after the upward revision, our estimate of the consolidated ordinary profit for the August to January period (second half) is expected to increase 42.1%, from the previous forecast of 0.87 billion yen to 1.23 billion yen (compared to 1.15 billion yen in the same period of the previous year), turning to a 7.5% increase in the consolidated ordinary profit outlook.

In light of the strong performance, the company has increased its planned annual dividend for the current fiscal year from the original plan of 42 yen to 50 yen (compared to 40 yen in the previous period).

In the most recent three-month period, from August to October (3Q), the consolidated ordinary profit grew 20.2% from the same period last year, reaching 0.67 billion yen. The operating profit margin rose from 27.7% in the same period last year to 30.0%.

Kabutan News

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
Feb - Oct, 2023	4,956	1,083	1,150	826	55.7	83.6	Dec 13, 2023	J-GAAP
Feb - Oct, 2024	5,286	1,378	1,456	983	69.7	71.1	Dec 10, 2024	J-GAAP
Feb - Oct, 2025	6,088	1,885	1,967	1,352	96.6	77.7	Dec 11, 2025	J-GAAP
YoY	+15.2%	+36.8%	+35.1%	+37.5%	+38.6%

Guidance Update

Second Half Update

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Aug - Jan, 2025 Prev	4,075	856	872	573	40.9	21	Sep 12, 2025	J-GAAP
Aug - Jan, 2025 New	4,246	1,181	1,239	857	61.1	29	Dec 11, 2025	J-GAAP
Revision Rate	+4.2%	+38.0%	+42.1%	+49.6%	+49.6%

Full Year Update

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Jan, 2026 Prev	8,048	2,106	2,166	1,462	104.3	42	Mar 13, 2025	J-GAAP
Jan, 2026 New	8,219	2,431	2,533	1,746	124.6	50	Dec 11, 2025	J-GAAP
Revision Rate	+2.1%	+15.4%	+16.9%	+19.4%	+19.4%

Current Period Guidance

Second Half Results

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Aug - Jan, 2024	3,897	1,104	1,153	812	57.7	26	Mar 13, 2025	J-GAAP
Aug - Jan, 2025 Guidance	4,246	1,181	1,239	857	61.1	29	Dec 11, 2025	J-GAAP
YoY	+9.0%	+7.0%	+7.5%	+5.5%	+6.0%

Current Period Guidance

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Jan, 2024	6,615	1,296	1,375	956	64.4	23	Mar 13, 2024	J-GAAP
Jan, 2025	7,263	1,951	2,049	1,414	100.4	40	Mar 13, 2025	J-GAAP
Jan, 2026 Guidance	8,219	2,431	2,533	1,746	124.6	50	Dec 11, 2025	J-GAAP
YoY	+13.2%	+24.6%	+23.6%	+23.5%	+24.1%

Quarterly Results

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Operating Profit Margin	Announce	Accounting Standards
Aug - Oct, 2024	1,920	531	560	381	27.0	27.7	Dec 10, 2024	J-GAAP
Nov - Jan, 2024	1,977	573	593	431	30.6	29.0	Mar 13, 2025	J-GAAP
Feb - Apr, 2025	1,996	644	654	447	32.0	32.3	Jun 13, 2025	J-GAAP
May - Jul, 2025	1,977	606	640	442	31.6	30.7	Sep 12, 2025	J-GAAP
Aug - Oct, 2025	2,115	635	673	463	33.1	30.0	Dec 11, 2025	J-GAAP
YoY	+10.2%	+19.6%	+20.2%	+21.5%	+22.4%