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FJ NEXT, Ordinary Profit Forecast for the Fiscal Year Revised Upward by 41%, Highest in Six Terms, Dividend Revised Upward by 6 Yen

Tue Feb 3, 2026 2:00 pm JST Revision

8935 FJ NEXT HOLDINGS CO., LTD. 【J-GAAP】

Guidance Update Report

FJ NEXT HOLDINGS CO., LTD. <8935> [TSE Prime] announced a revision to its performance and dividend in the afternoon session on February 3rd (14:00). The consolidated ordinary profit forecast for the fiscal year ending March 2026 has been revised upward 40.6%, from the previous forecast of 9.60 billion yen to 13.5 billion yen (compared to 9.45 billion yen in the previous period), increasing the growth rate from 1.5% to 42.7%, reaches new record high for the first time in six terms.

Based on the upwardly revised full-year plan announced by the company, our calculation indicates that the October to March period (second half) consolidated ordinary profit is expected to increase 92.7%, from the previous forecast of 4.20 billion yen to 8.10 billion yen (compared to 5.35 billion yen in the same period of the previous year), turning to a 51.4% 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 56 yen to 62 yen (compared to 54 yen in the previous period).

Kabutan News

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 61,596 4,180 4,207 2,917 89.1 28 Nov 6, 2025 J-GAAP
Oct - Mar, 2025 New 75,596 8,080 8,107 5,317 162.4 34 Feb 3, 2026 J-GAAP
Revision Rate +22.7% +93.3% +92.7% +82.3% +82.3%

Full Year Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2026 Prev 125,000 9,600 9,600 6,600 201.5 56 May 13, 2025 J-GAAP
Mar, 2026 New 139,000 13,500 13,500 9,000 274.9 62 Feb 3, 2026 J-GAAP
Revision Rate +11.2% +40.6% +40.6% +36.4% +36.4%

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 58,841 5,373 5,353 3,687 112.7 30 May 13, 2025 J-GAAP
Oct - Mar, 2025 Guidance 75,596 8,080 8,107 5,317 162.4 34 Feb 3, 2026 J-GAAP
YoY +28.5% +50.4% +51.4% +44.2% +44.1%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 100,405 9,431 9,434 6,453 197.3 50 May 13, 2024 J-GAAP
Mar, 2025 112,429 9,488 9,459 6,483 198.1 54 May 13, 2025 J-GAAP
Mar, 2026 Guidance 139,000 13,500 13,500 9,000 274.9 62 Feb 3, 2026 J-GAAP
YoY +23.6% +42.3% +42.7% +38.8% +38.7%

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