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GEOSTR, Ordinary Profit Forecast for the Fiscal Year Revised Upward by 20%, Dividend Revised Upward by 1.5 Yen
5282 GEOSTR Corporation 【J-GAAP】
Earnings ReportGEOSTR Corporation <5282> [TSE Std] announced its financial results after the market closed on February 6th (16:30). The consolidated ordinary profit for the cumulative third quarter of the fiscal year ending March 2026 (April to December) expanded 1.05 billion yen, an increase 38.5% compared to the same period last year.
In addition, the full-year forecast for consolidated ordinary profit has been revised upward 19.7%, from the previous forecast of 1.32 billion yen to 1.58 billion yen (compared to 1.58 billion yen in the previous period), and the declining rate is expected to decrease from 16.5% to 0.000%.
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) has been revised upward 39.1%, from the previous forecast of 0.66 billion yen to 0.92 billion yen (compared to 0.96 billion yen in the same period of the previous year), and the declining rate is expected to decrease from 30.9% to 3.8%.
In light of the strong performance, the company has increased its planned annual dividend for the current fiscal year from the original plan of 8.5 yen to 10 yen (compared to 11 yen in the previous period).
In the most recent three-month period, from October to December (3Q), the consolidated ordinary profit surged 2.8 times that of the same period last year, reaching 0.40 billion yen. The operating profit margin significantly improved from 2.1% in the same period last year to 6.0%.
Kabutan News
Actual Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Progress Rate vs. First Half | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Apr - Dec, 2023 | 16,857 | 989 | 1,011 | 651 | 20.8 | 54.6 | Feb 9, 2024 | J-GAAP |
| Apr - Dec, 2024 | 17,970 | 737 | 762 | 491 | 15.7 | 48.2 | Feb 7, 2025 | J-GAAP |
| Apr - Dec, 2025 | 18,939 | 1,011 | 1,055 | 696 | 22.3 | 66.8 | Feb 6, 2026 | J-GAAP |
| YoY | +5.4% | +37.2% | +38.5% | +41.8% | +41.7% |
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 | 14,820 | 668 | 665 | 416 | 13.3 | 4.50 | Nov 28, 2025 | J-GAAP |
| Oct - Mar, 2025 New | 15,020 | 908 | 925 | 1,006 | 32.2 | 6 | Feb 6, 2026 | J-GAAP |
| Revision Rate | +1.3% | +35.9% | +39.1% | +141.8% | +141.8% |
Full Year Update
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Mar, 2026 Prev | 27,400 | 1,300 | 1,320 | 850 | 27.2 | 8.50 | Nov 28, 2025 | J-GAAP |
| Mar, 2026 New | 27,600 | 1,540 | 1,580 | 1,440 | 46.0 | 10 | Feb 6, 2026 | J-GAAP |
| Revision Rate | +0.7% | +18.5% | +19.7% | +69.4% | +69.4% |
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 | 16,790 | 946 | 962 | 438 | 14.0 | 8 | May 15, 2025 | J-GAAP |
| Oct - Mar, 2025 Guidance | 15,020 | 908 | 925 | 1,006 | 32.2 | 6 | Feb 6, 2026 | J-GAAP |
| YoY | -10.5% | -4.0% | -3.8% | +129.7% | +129.6% |
Current Period Guidance
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Mar, 2024 | 26,910 | 1,831 | 1,852 | 1,102 | 35.3 | 11 | May 15, 2024 | J-GAAP |
| Mar, 2025 | 28,527 | 1,551 | 1,580 | 835 | 26.7 | 11 | May 15, 2025 | J-GAAP |
| Mar, 2026 Guidance | 27,600 | 1,540 | 1,580 | 1,440 | 46.0 | 10 | Feb 6, 2026 | J-GAAP |
| YoY | -3.2% | -0.7% | 0.0% | +72.5% | +72.3% |
Quarterly Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Operating Profit Margin | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Oct - Dec, 2024 | 6,233 | 132 | 144 | 94 | 3.0 | 2.1 | Feb 7, 2025 | J-GAAP |
| Jan - Mar, 2025 | 10,557 | 814 | 818 | 344 | 11.0 | 7.7 | May 15, 2025 | J-GAAP |
| Apr - Jun, 2025 | 5,497 | 285 | 301 | 196 | 6.3 | 5.2 | Aug 7, 2025 | J-GAAP |
| Jul - Sep, 2025 | 7,083 | 347 | 354 | 238 | 7.6 | 4.9 | Nov 7, 2025 | J-GAAP |
| Oct - Dec, 2025 | 6,359 | 379 | 400 | 262 | 8.4 | 6.0 | Feb 6, 2026 | J-GAAP |
| YoY | +2.0% | +187.1% | +177.8% | +178.7% | +178.4% |
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