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KOKUSAI, Ordinary Profit Forecast for the Fiscal Year Revised Upward by 20%

Mon Feb 9, 2026 4:30 pm JST Earnings

7722 KOKUSAI CO.,LTD 【J-GAAP】

Earnings Report

KOKUSAI CO.,LTD <7722> [TSE Std] announced its financial results after the market closed on February 9th (16:30). The consolidated ordinary profit for the cumulative third quarter of the fiscal year ending March 2026 (April to December) expanded 1.72 billion yen, an increase 41.8% compared to the same period last year.

In addition, the full-year forecast for consolidated ordinary profit has been revised upward 20.0%, from the previous forecast of 1.50 billion yen to 1.80 billion yen (compared to 1.41 billion yen in the previous period), increasing the growth rate from 6.3% to 27.6%.

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 72.5%, from the previous forecast of 0.41 billion yen to 0.71 billion yen (compared to 1.25 billion yen in the same period of the previous year), and the declining rate is expected to decrease from 67.1% to 43.3%.

In the most recent three-month period, from October to December (3Q), the consolidated ordinary profit dropped to 0.63 billion yen, a 40.1% decrease compared to the same period last year. The operating profit margin decreased from 19.6% in the same period last year to 14.7%.

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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 6,543 -939 -696 -657 -47.8 ー Feb 9, 2024 J-GAAP
Apr - Dec, 2024 9,448 978 1,215 802 58.9 86.1 Feb 7, 2025 J-GAAP
Apr - Dec, 2025 10,383 1,496 1,723 1,153 85.5 95.7 Feb 9, 2026 J-GAAP
YoY +9.9% +53.0% +41.8% +43.8% +45.3%

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 7,054 508 414 283 21.0 25 Nov 5, 2025 J-GAAP
Oct - Mar, 2025 New 7,554 708 714 533 39.6 25 Feb 9, 2026 J-GAAP
Revision Rate +7.1% +39.4% +72.5% +88.3% +88.4%

Full Year Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2026 Prev 14,000 1,500 1,500 950 70.5 35 Nov 5, 2025 J-GAAP
Mar, 2026 New 14,500 1,700 1,800 1,200 89.1 35 Feb 9, 2026 J-GAAP
Revision Rate +3.6% +13.3% +20.0% +26.3% +26.3%

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 7,535 972 1,259 915 67.2 20 May 15, 2025 J-GAAP
Oct - Mar, 2025 Guidance 7,554 708 714 533 39.6 25 Feb 9, 2026 J-GAAP
YoY +0.3% -27.2% -43.3% -41.7% -41.2%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 10,239 -612 -153 -258 -18.8 20 May 15, 2024 J-GAAP
Mar, 2025 13,204 1,211 1,411 940 69.1 30 May 15, 2025 J-GAAP
Mar, 2026 Guidance 14,500 1,700 1,800 1,200 89.1 35 Feb 9, 2026 J-GAAP
YoY +9.8% +40.4% +27.6% +27.7% +28.9%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Oct - Dec, 2024 3,779 739 1,063 777 57.0 19.6 Feb 7, 2025 J-GAAP
Jan - Mar, 2025 3,756 233 196 138 10.1 6.2 May 15, 2025 J-GAAP
Apr - Jun, 2025 3,569 502 500 288 21.4 14.1 Aug 7, 2025 J-GAAP
Jul - Sep, 2025 3,377 490 586 379 28.1 14.5 Nov 7, 2025 J-GAAP
Oct - Dec, 2025 3,437 504 637 486 36.1 14.7 Feb 9, 2026 J-GAAP
YoY -9.1% -31.8% -40.1% -37.5% -36.8%

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