SBI Leasing Services, Ordinary Profit Forecast for the Fiscal Year Revised Upward by 19%, Raises Record High Profit Forecast, The Undecided Dividend Raised by 45 Yen

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Thu Jan 29, 2026 11:30 am JST Earnings

5834 SBI Leasing Services Co., Ltd. 【J-GAAP】

Earnings Report

SBI Leasing Services Co., Ltd. <5834> [TSE Growth] announced its financial results at noon (11:30) on January 29th. The consolidated ordinary profit for the cumulative third quarter of the fiscal year ending March 2026 (April to December) expanded 7.30 billion yen, an increase 64.1% compared to the same period last year.

In addition, the full-year forecast for consolidated ordinary profit has been revised upward 18.6%, from the previous forecast of 7.00 billion yen to 8.30 billion yen (compared to 6.08 billion yen in the previous period), increasing the growth rate from 15.1% to 36.4%, further surpassing the previous forecast of record-high profits for five 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 October to March period (second half) is expected to increase 61.3%, from the previous forecast of 2.12 billion yen to 3.42 billion yen (compared to 3.33 billion yen in the same period of the previous year), turning to a 2.5% increase in the consolidated ordinary profit outlook.

In light of the strong performance, the company has decided to implement a annual dividend of 215 yen for the current fiscal year, which was previously undecided (compared to 170 yen in the prior term).

In the most recent three-month period, from October to December (3Q), the consolidated ordinary profit increased 42.5% from the same period last year, reaching 2.42 billion yen. However, the operating profit margin decreased from 15.5% in the same period last year to 11.5%.

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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
Apr - Dec, 2023	34,951	3,921	3,667	2,585	332.4	74.2	Jan 30, 2024	J-GAAP
Apr - Dec, 2024	32,265	4,830	4,453	3,088	396.4	73.2	Jan 30, 2025	J-GAAP
Apr - Dec, 2025	49,607	7,977	7,309	5,005	633.2	88.1	Jan 29, 2026	J-GAAP
YoY	+53.7%	+65.2%	+64.1%	+62.1%	+59.7%

Guidance Update

Second Half Update

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Oct - Mar, 2025 Prev	36,227	2,900	2,120	1,496	188.7	－	Oct 29, 2025	J-GAAP
Oct - Mar, 2025 New	36,627	4,100	3,420	2,346	296.0	165	Jan 29, 2026	J-GAAP
Revision Rate	+1.1%	+41.4%	+61.3%	+56.8%	+56.8%

Full Year Update

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Mar, 2026 Prev	62,600	8,200	7,000	4,800	605.6	－	Apr 28, 2025	J-GAAP
Mar, 2026 New	63,000	9,400	8,300	5,650	712.8	215	Jan 29, 2026	J-GAAP
Revision Rate	+0.6%	+14.6%	+18.6%	+17.7%	+17.7%

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	21,535	3,744	3,336	2,486	318.9	170	Apr 28, 2025	J-GAAP
Oct - Mar, 2025 Guidance	36,627	4,100	3,420	2,346	296.0	165	Jan 29, 2026	J-GAAP
YoY	+70.1%	+9.5%	+2.5%	-5.6%	-7.2%

Current Period Guidance

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Mar, 2024	54,146	5,310	4,944	3,447	443.3	100	Apr 26, 2024	J-GAAP
Mar, 2025	41,916	6,728	6,084	4,388	562.8	170	Apr 28, 2025	J-GAAP
Mar, 2026 Guidance	63,000	9,400	8,300	5,650	712.8	215	Jan 29, 2026	J-GAAP
YoY	+50.3%	+39.7%	+36.4%	+28.8%	+26.6%

Quarterly Results

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Operating Profit Margin	Announce	Accounting Standards
Oct - Dec, 2024	11,884	1,846	1,705	1,186	152.3	15.5	Jan 30, 2025	J-GAAP
Jan - Mar, 2025	9,651	1,898	1,631	1,300	166.7	19.7	Apr 28, 2025	J-GAAP
Apr - Jun, 2025	10,419	2,571	2,397	1,568	198.9	24.7	Jul 29, 2025	J-GAAP
Jul - Sep, 2025	15,954	2,729	2,483	1,736	219.9	17.1	Oct 29, 2025	J-GAAP
Oct - Dec, 2025	23,234	2,677	2,429	1,701	215.2	11.5	Jan 29, 2026	J-GAAP
YoY	+95.5%	+45.0%	+42.5%	+43.4%	+41.3%