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JBCC Holdings, Ordinary Profit Forecast for the Fiscal Year Revised Upward by 9%, Raises Record High Profit Forecast

Fri Jan 30, 2026 11:30 am JST Earnings

9889 JBCC Holdings Inc. 【J-GAAP】

Earnings Report

JBCC Holdings Inc. <9889> [TSE Prime] announced its financial results at noon (11:30) on January 30th. The consolidated ordinary profit for the cumulative third quarter of the fiscal year ending March 2026 (April to December) increased 15.1% from the same period last year, reaching 5.62 billion yen.

In addition, the full-year forecast for consolidated ordinary profit has been revised upward 8.7%, from the previous forecast of 6.90 billion yen to 7.50 billion yen (compared to 6.31 billion yen in the previous period), increasing the growth rate from 9.3% to 18.8%, further surpassing the previous forecast of record-high profits for four 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 19.0%, from the previous forecast of 3.15 billion yen to 3.75 billion yen (compared to 2.99 billion yen in the same period of the previous year), increasing the growth rate from 5.3% to 25.3%.

In the most recent three-month period, from October to December (3Q), the consolidated ordinary profit grew 19.8% from the same period last year, reaching 1.87 billion yen. The operating profit margin improved from 9.2% in the same period last year to 9.6%.

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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 49,280 3,461 3,576 2,496 39.7 78.6 Jan 30, 2024 J-GAAP
Apr - Dec, 2024 52,393 4,706 4,887 3,373 54.4 77.4 Jan 30, 2025 J-GAAP
Apr - Dec, 2025 56,470 5,434 5,625 3,809 61.2 75.0 Jan 30, 2026 J-GAAP
YoY +7.8% +15.5% +15.1% +12.9% +12.5%

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 34,039 3,195 3,151 2,294 37.2 25 Oct 30, 2025 J-GAAP
Oct - Mar, 2025 New 38,539 3,695 3,751 2,744 44.5 25 Jan 30, 2026 J-GAAP
Revision Rate +13.2% +15.6% +19.0% +19.6% +19.6%

Full Year Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2026 Prev 71,500 6,800 6,900 4,800 77.9 42 Oct 30, 2025 J-GAAP
Mar, 2026 New 76,000 7,300 7,500 5,250 85.2 42 Jan 30, 2026 J-GAAP
Revision Rate +6.3% +7.4% +8.7% +9.4% +9.4%

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 34,046 2,973 2,993 2,296 37.0 20.25 May 12, 2025 J-GAAP
Oct - Mar, 2025 Guidance 38,539 3,695 3,751 2,744 44.5 25 Jan 30, 2026 J-GAAP
YoY +13.2% +24.3% +25.3% +19.5% +20.3%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 65,194 4,422 4,549 3,187 50.9 23.50 May 9, 2024 J-GAAP
Mar, 2025 69,868 6,155 6,314 4,603 74.2 33.50 May 12, 2025 J-GAAP
Mar, 2026 Guidance 76,000 7,300 7,500 5,250 85.2 42 Jan 30, 2026 J-GAAP
YoY +8.8% +18.6% +18.8% +14.1% +14.8%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Oct - Dec, 2024 16,571 1,524 1,566 1,066 17.2 9.2 Jan 30, 2025 J-GAAP
Jan - Mar, 2025 17,475 1,449 1,427 1,230 19.8 8.3 May 12, 2025 J-GAAP
Apr - Jun, 2025 18,361 1,783 1,888 1,260 20.3 9.7 Jul 30, 2025 J-GAAP
Jul - Sep, 2025 19,100 1,822 1,861 1,246 20.0 9.5 Oct 30, 2025 J-GAAP
Oct - Dec, 2025 19,009 1,829 1,876 1,303 20.9 9.6 Jan 30, 2026 J-GAAP
YoY +14.7% +20.0% +19.8% +22.2% +21.8%

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