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MIKUNI, Ordinary Profit Forecast for the Fiscal Year Revised Upward to an Unexpected 16% Increase

Mon Feb 9, 2026 4:00 pm JST Earnings

7247 MIKUNI CORPORATION 【J-GAAP】

Earnings Report

MIKUNI CORPORATION <7247> [TSE Std] announced its financial results after the market closed on February 9th (16:00). The consolidated ordinary profit for the cumulative third quarter of the fiscal year ending March 2026 (April to December) expanded 2.65 billion yen, an increase 55.5% compared to the same period last year.

In addition, the full-year forecast for consolidated ordinary profit has been revised upward 37.5%, from the previous forecast of 2.40 billion yen to 3.30 billion yen (compared to 2.84 billion yen in the previous period), turning to a 16.0% 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 2.2 times, from the previous forecast of 0.75 billion yen to 1.65 billion yen (compared to 1.55 billion yen in the same period of the previous year), turning to a 6.2% increase in the consolidated ordinary profit outlook.

In the most recent three-month period, from October to December (3Q), the consolidated ordinary profit surged 2.4 times that of the same period last year, reaching 1.00 billion yen. The operating profit margin improved from 3.0% in the same period last year to 4.2%.

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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 73,729 2,086 1,843 495 14.7 58.3 Feb 9, 2024 J-GAAP
Apr - Dec, 2024 75,504 1,894 1,707 -32 -1.0 60.0 Feb 10, 2025 J-GAAP
Apr - Dec, 2025 75,521 2,944 2,654 1,323 39.3 80.4 Feb 9, 2026 J-GAAP
YoY +0.0% +55.4% +55.5% － －

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 51,625 1,143 754 221 6.6 8 Nov 10, 2025 J-GAAP
Oct - Mar, 2025 New 53,125 1,943 1,654 721 21.4 8 Feb 9, 2026 J-GAAP
Revision Rate +2.9% +70.0% +119.4% +226.2% +226.3%

Full Year Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2026 Prev 101,000 3,000 2,400 1,100 32.7 14 May 12, 2025 J-GAAP
Mar, 2026 New 102,500 3,800 3,300 1,600 47.6 14 Feb 9, 2026 J-GAAP
Revision Rate +1.5% +26.7% +37.5% +45.5% +45.5%

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 51,145 1,891 1,557 1,952 58.0 8 May 12, 2025 J-GAAP
Oct - Mar, 2025 Guidance 53,125 1,943 1,654 721 21.4 8 Feb 9, 2026 J-GAAP
YoY +3.9% +2.7% +6.2% -63.1% -63.0%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 99,941 3,672 3,161 1,115 33.2 20 May 10, 2024 J-GAAP
Mar, 2025 101,428 3,031 2,845 1,995 59.3 14 May 12, 2025 J-GAAP
Mar, 2026 Guidance 102,500 3,800 3,300 1,600 47.6 14 Feb 9, 2026 J-GAAP
YoY +1.1% +25.4% +16.0% -19.8% -19.8%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Oct - Dec, 2024 25,221 754 419 -75 -2.3 3.0 Feb 10, 2025 J-GAAP
Jan - Mar, 2025 25,924 1,137 1,138 2,027 60.2 4.4 May 12, 2025 J-GAAP
Apr - Jun, 2025 24,589 1,277 1,291 738 21.9 5.2 Aug 8, 2025 J-GAAP
Jul - Sep, 2025 24,786 580 355 141 4.2 2.3 Nov 10, 2025 J-GAAP
Oct - Dec, 2025 26,146 1,087 1,008 444 13.2 4.2 Feb 9, 2026 J-GAAP
YoY +3.7% +44.2% +140.6% － －

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