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Japan Oil Transportation, Apr-Dec (Cumulative 3Q) Ordinary Profit Increases by 37%, Current Fiscal Year Dividend Revised Upward by 40 Yen

Fri Feb 6, 2026 2:00 pm JST Earnings

9074 Japan Oil Transportation Co., Ltd. 【J-GAAP】

Earnings Report

Japan Oil Transportation Co., Ltd. <9074> [TSE Std] announced its financial results in the afternoon session on February 6th (14:00). The consolidated ordinary profit for the cumulative third quarter of the fiscal year ending March 2026 (April to December) expanded 1.52 billion yen, an increase 36.6% compared to the same period last year. Progress toward the full-year plan of 2.00 billion yen was 76.2%, also surpassing the five-year average of 57.4%.

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 January to March period (4Q) is expected to decrease 25.7% from the same period last year to 0.47 billion yen.

At the same time, the company has significantly increased its planned annual dividend for the current fiscal year from the original plan of 100 yen to 140 yen (compared to 100 yen in the previous period).

In the most recent three-month period, from October to December (3Q), the consolidated ordinary profit amounted to 0.77 billion yen, a 1.4% decrease compared to the same period last year. The operating profit margin remained almost flat, changing from 6.6% 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
Apr - Dec, 2023 25,384 610 805 561 169.9 45.0 Feb 6, 2024 J-GAAP
Apr - Dec, 2024 26,902 906 1,116 826 249.8 63.5 Feb 7, 2025 J-GAAP
Apr - Dec, 2025 28,044 1,284 1,524 1,023 309.5 76.2 Feb 6, 2026 J-GAAP
YoY +4.2% +41.7% +36.6% +23.8% +23.9%

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 20,315 1,170 1,248 793 239.8 50 Nov 7, 2025 J-GAAP
Oct - Mar, 2025 New 20,315 1,170 1,248 793 239.8 90 Feb 6, 2026 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
Mar, 2026 Prev 38,200 1,800 2,000 1,300 393.1 100 Nov 7, 2025 J-GAAP
Mar, 2026 New 38,200 1,800 2,000 1,300 393.1 140 Feb 6, 2026 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
Oct - Mar, 2024 20,011 1,295 1,424 935 282.9 50 May 13, 2025 J-GAAP
Oct - Mar, 2025 Guidance 20,315 1,170 1,248 793 239.8 90 Feb 6, 2026 J-GAAP
YoY +1.5% -9.7% -12.4% -15.2% -15.2%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 34,985 1,561 1,788 1,154 348.9 100 May 13, 2024 J-GAAP
Mar, 2025 37,090 1,554 1,757 1,262 381.9 100 May 13, 2025 J-GAAP
Mar, 2026 Guidance 38,200 1,800 2,000 1,300 393.1 140 Feb 6, 2026 J-GAAP
YoY +3.0% +15.8% +13.8% +3.0% +2.9%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Oct - Dec, 2024 9,823 647 783 499 150.9 6.6 Feb 7, 2025 J-GAAP
Jan - Mar, 2025 10,188 648 641 436 131.9 6.4 May 13, 2025 J-GAAP
Apr - Jun, 2025 8,752 220 316 199 60.4 2.5 Aug 6, 2025 J-GAAP
Jul - Sep, 2025 9,133 410 436 308 93.2 4.5 Nov 7, 2025 J-GAAP
Oct - Dec, 2025 10,159 654 772 516 156.1 6.4 Feb 6, 2026 J-GAAP
YoY +3.4% +1.1% -1.4% +3.4% +3.4%

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