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JAIC, Feb-Oct (Cumulative 3Q) Ordinary Profit Increases by 41%, Current Fiscal Year Dividend Revised Upward by 10 Yen
7073 JAIC Co., Ltd. 【J-GAAP】
Earnings ReportJAIC Co., Ltd. <7073> [TSE Growth] announced its financial results in the afternoon session on December 15th (13:00). The consolidated ordinary profit for the cumulative third quarter of the fiscal year ending January 2026 (February to October) expanded 219 million yen, an increase 41.3% compared to the same period last year. Progress toward the full-year plan of 289 million yen was 75.8%, also surpassing the five-year average of 48.4%.
Based on the cumulative third-quarter performance announced by the company and the unchanged full-year plan, our calculation indicates that the consolidated ordinary profit for the November to January period (4Q) is expected to decrease 12.5% from the same period last year to 70 million yen.
At the same time, the company has increased its planned year-end lump-sum dividend for the current fiscal year from the original plan of 45 yen to 55 yen (compared to 45 yen in the previous period).
In the most recent three-month period, from August to October (3Q), the consolidated ordinary profit grew 19.8% from the same period last year, reaching 109 million yen. The operating profit margin improved from 8.6% in the same period last year to 9.7%.
Kabutan News
Actual Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Progress Rate vs. First Half | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Feb - Oct, 2023 | 2,734 | 19 | 19 | -17 | -19.5 | 32.8 | Dec 15, 2023 | J-GAAP |
| Feb - Oct, 2024 | 3,141 | 158 | 155 | 72 | 78.6 | 66.0 | Dec 13, 2024 | J-GAAP |
| Feb - Oct, 2025 | 3,452 | 226 | 219 | 127 | 137.9 | 75.8 | Dec 15, 2025 | J-GAAP |
| YoY | +9.9% | +43.0% | +41.3% | +76.4% | +75.4% |
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 | 2,400 | 184 | 179 | 77 | 83.2 | 45 | Sep 12, 2025 | J-GAAP |
| Aug - Jan, 2025 New | 2,400 | 184 | 179 | 77 | 83.2 | 55 | Dec 15, 2025 | J-GAAP |
| Revision Rate | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% |
Full Year Update
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Jan, 2026 Prev | 4,705 | 299 | 289 | 140 | 151.3 | 45 | Mar 14, 2025 | J-GAAP |
| Jan, 2026 New | 4,705 | 299 | 289 | 140 | 151.3 | 55 | Dec 15, 2025 | J-GAAP |
| Revision Rate | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% |
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 | 2,120 | 172 | 171 | 113 | 123.0 | 45 | Mar 14, 2025 | J-GAAP |
| Aug - Jan, 2025 Guidance | 2,400 | 184 | 179 | 77 | 83.2 | 55 | Dec 15, 2025 | J-GAAP |
| YoY | +13.2% | +7.0% | +4.7% | -31.9% | -32.4% |
Current Period Guidance
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Jan, 2024 | 3,675 | 52 | 58 | 5 | 6.5 | 5 | Mar 15, 2024 | J-GAAP |
| Jan, 2025 | 4,190 | 238 | 235 | 137 | 149.2 | 45 | Mar 14, 2025 | J-GAAP |
| Jan, 2026 Guidance | 4,705 | 299 | 289 | 140 | 151.3 | 55 | Dec 15, 2025 | J-GAAP |
| YoY | +12.3% | +25.6% | +23.0% | +2.2% | +1.4% |
Quarterly Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Operating Profit Margin | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Aug - Oct, 2024 | 1,071 | 92 | 91 | 48 | 52.4 | 8.6 | Dec 13, 2024 | J-GAAP |
| Nov - Jan, 2024 | 1,049 | 80 | 80 | 65 | 70.8 | 7.6 | Mar 14, 2025 | J-GAAP |
| Feb - Apr, 2025 | 976 | -84 | -90 | -86 | -93.9 | -8.6 | Jun 13, 2025 | J-GAAP |
| May - Jul, 2025 | 1,329 | 199 | 200 | 149 | 161.6 | 15.0 | Sep 12, 2025 | J-GAAP |
| Aug - Oct, 2025 | 1,147 | 111 | 109 | 64 | 69.5 | 9.7 | Dec 15, 2025 | J-GAAP |
| YoY | +7.1% | +20.7% | +19.8% | +33.3% | +32.6% |
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