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PILLAR, Ordinary Profit Forecast for the Fiscal Year Revised Upward to an Unexpected 9% Increase, Dividend Revised Upward by 25 Yen

Mon Feb 9, 2026 3:30 pm JST Earnings

6490 PILLAR Corporation 【J-GAAP】

Earnings Report

PILLAR Corporation <6490> [TSE Prime] announced its financial results after the market closed on February 9th (15:30). The consolidated ordinary profit for the cumulative third quarter of the fiscal year ending March 2026 (April to December) increased 6.8% from the same period last year, reaching 9.33 billion yen.

In addition, the full-year forecast for consolidated ordinary profit has been revised upward 21.4%, from the previous forecast of 10.3 billion yen to 12.5 billion yen (compared to 11.4 billion yen in the previous period), turning to an 8.9% increase in the consolidated ordinary profit outlook.

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 48.6%, from the previous forecast of 4.52 billion yen to 6.72 billion yen (compared to 5.72 billion yen in the same period of the previous year), turning to a 17.6% 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 105 yen to 130 yen (compared to 125 yen in the previous period).

In the most recent three-month period, from October to December (3Q), the consolidated ordinary profit grew 19.3% from the same period last year, reaching 3.55 billion yen. The operating profit margin rose from 18.5% in the same period last year to 20.7%.

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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 42,781 10,604 11,218 7,704 330.6 74.3 Feb 13, 2024 J-GAAP
Apr - Dec, 2024 42,151 8,338 8,737 6,126 262.7 76.1 Feb 6, 2025 J-GAAP
Apr - Dec, 2025 42,887 8,656 9,335 6,542 283.4 74.7 Feb 9, 2026 J-GAAP
YoY +1.7% +3.8% +6.8% +6.8% +7.9%

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 29,339 4,695 4,524 3,152 137.9 55 Nov 13, 2025 J-GAAP
Oct - Mar, 2025 New 29,839 6,395 6,724 4,452 194.7 80 Feb 9, 2026 J-GAAP
Revision Rate +1.7% +36.2% +48.6% +41.2% +41.2%

Full Year Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2026 Prev 57,500 10,300 10,300 7,200 314.9 105 May 14, 2025 J-GAAP
Mar, 2026 New 58,000 12,000 12,500 8,500 371.8 130 Feb 9, 2026 J-GAAP
Revision Rate +0.9% +16.5% +21.4% +18.1% +18.1%

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 29,454 5,510 5,720 4,412 189.2 71 May 14, 2025 J-GAAP
Oct - Mar, 2025 Guidance 29,839 6,395 6,724 4,452 194.7 80 Feb 9, 2026 J-GAAP
YoY +1.3% +16.1% +17.6% +0.9% +2.9%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 58,605 14,206 15,098 10,780 462.6 159 May 13, 2024 J-GAAP
Mar, 2025 57,988 11,335 11,474 8,299 355.8 125 May 14, 2025 J-GAAP
Mar, 2026 Guidance 58,000 12,000 12,500 8,500 371.8 130 Feb 9, 2026 J-GAAP
YoY +0.0% +5.9% +8.9% +2.4% +4.5%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Oct - Dec, 2024 13,617 2,513 2,983 2,239 96.0 18.5 Feb 6, 2025 J-GAAP
Jan - Mar, 2025 15,837 2,997 2,737 2,173 93.2 18.9 May 14, 2025 J-GAAP
Apr - Jun, 2025 13,499 2,705 2,765 1,977 85.0 20.0 Aug 6, 2025 J-GAAP
Jul - Sep, 2025 14,662 2,900 3,011 2,071 89.4 19.8 Nov 13, 2025 J-GAAP
Oct - Dec, 2025 14,726 3,051 3,559 2,494 108.0 20.7 Feb 9, 2026 J-GAAP
YoY +8.1% +21.4% +19.3% +11.4% +12.5%

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