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JMACS Japan, Ordinary Profit Forecast for the Fiscal Year Revised Upward by 70%

Wed Jan 14, 2026 2:00 pm JST Earnings

5817 JMACS Japan Co.,Ltd. 【J-GAAP】

Earnings Report

JMACS Japan Co.,Ltd. <5817> [TSE Std] announced its financial results in the afternoon session on January 14th (14:00). The ordinary profit (non-consolidated) for the cumulative third quarter of the fiscal year ending February 2026 (March to November) surged 5.6 times that of the same period last year, reaching 375 million yen.

In addition, the full-year forecast for ordinary profit has been revised upward 70.2%, from the previous forecast of 208 million yen to 354 million yen (compared to 112 million yen in the previous period), increasing the growth rate from 85.7% to 3.2 times.

Based on the full-year plan announced by the company after the upward revision, our estimate of the ordinary profit for the September to February period (second half) has been revised upward from an expected loss of 53 million yen to a profit of 93 million yen (compared to a profit of 67 million yen in the same period of the previous year), turning to a profit and leading to a 38.8% increase in the ordinary profit outlook.

In the most recent three-month period, from September to November (3Q), the ordinary profit surged 5.2 times that of the same period last year, reaching 114 million yen. The operating profit margin significantly improved from 1.6% in the same period last year to 6.4%.

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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
Mar - Nov, 2023 3,928 -1 40 -13 -2.9 29.2 Jan 15, 2024 J-GAAP
Mar - Nov, 2024 3,898 34 67 86 18.3 59.8 Jan 14, 2025 J-GAAP
Mar - Nov, 2025 4,431 344 375 260 46.2 105.9 Jan 14, 2026 J-GAAP
YoY +13.7% +911.8% +459.7% +202.3% +152.9%

Guidance Update

Second Half Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Sep - Feb, 2025 Prev 2,842 -73 -53 -41 -7.3 10 Oct 15, 2025 J-GAAP
Sep - Feb, 2025 New 2,992 64 93 62 11.0 10 Jan 14, 2026 J-GAAP
Revision Rate +5.3% － － － －

Full Year Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Feb, 2026 Prev 5,700 171 208 141 25.1 10 Apr 14, 2025 J-GAAP
Feb, 2026 New 5,850 308 354 244 43.4 10 Jan 14, 2026 J-GAAP
Revision Rate +2.6% +80.1% +70.2% +73.0% +73.1%

Current Period Guidance

Second Half Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Sep - Feb, 2024 2,780 56 67 44 8.9 10 Apr 14, 2025 J-GAAP
Sep - Feb, 2025 Guidance 2,992 64 93 62 11.0 10 Jan 14, 2026 J-GAAP
YoY +7.6% +14.3% +38.8% +40.9% +24.1%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Feb, 2024 5,343 79 137 71 15.3 10 Apr 15, 2024 J-GAAP
Feb, 2025 5,200 67 112 116 23.4 10 Apr 14, 2025 J-GAAP
Feb, 2026 Guidance 5,850 308 354 244 43.4 10 Jan 14, 2026 J-GAAP
YoY +12.5% +359.7% +216.1% +110.3% +85.3%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Sep - Nov, 2024 1,478 23 22 14 3.0 1.6 Jan 14, 2025 J-GAAP
Dec - Feb, 2024 1,302 33 45 30 6.1 2.5 Apr 14, 2025 J-GAAP
Mar - May, 2025 1,302 67 73 52 9.3 5.1 Jul 15, 2025 J-GAAP
Jun - Aug, 2025 1,556 177 188 130 23.2 11.4 Oct 15, 2025 J-GAAP
Sep - Nov, 2025 1,573 100 114 78 13.9 6.4 Jan 14, 2026 J-GAAP
YoY +6.4% +334.8% +418.2% +457.1% +365.4%

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