HAPPINET, Ordinary Profit Forecast for the Fiscal Year Revised Upward by 25%, Raises Record High Profit Forecast, Dividend Revised Upward by 65 Yen

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Tue Feb 10, 2026 3:30 pm JST Earnings

7552 HAPPINET CORPORATION 【J-GAAP】

Earnings Report

HAPPINET CORPORATION <7552> [TSE Prime] announced its financial results after the market closed on February 10th (15:30). The consolidated ordinary profit for the cumulative third quarter of the fiscal year ending March 2026 (April to December) expanded 13.5 billion yen, an increase 34.3% compared to the same period last year.

In addition, the full-year forecast for consolidated ordinary profit has been revised upward 25.0%, from the previous forecast of 12.0 billion yen to 15.0 billion yen (compared to 11.9 billion yen in the previous period), increasing the growth rate from 0.3% to 25.4%, further surpassing the previous forecast of record-high profits for five consecutive terms.

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 97.3%, from the previous forecast of 3.08 billion yen to 6.08 billion yen (compared to 5.30 billion yen in the same period of the previous year), turning to a 14.7% increase in the consolidated ordinary profit outlook.

In light of the strong performance, the company has significantly increased its planned annual dividend for the current fiscal year from the original plan of 40 yen to 105 yen (compared to 130 yen before the 2-for-1 forward stock split in the previous period).

In the most recent three-month period, from October to December (3Q), the consolidated ordinary profit increased 35.1% from the same period last year, reaching 4.61 billion yen. The operating profit margin improved from 2.8% in the same period last year to 3.3%.

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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	272,392	7,714	7,957	5,939	133.4	88.7	Feb 8, 2024	J-GAAP
Apr - Dec, 2024	283,180	9,777	10,074	5,514	124.9	84.2	Feb 12, 2025	J-GAAP
Apr - Dec, 2025	339,500	13,368	13,530	9,627	219.5	90.2	Feb 10, 2026	J-GAAP
YoY	+19.9%	+36.7%	+34.3%	+74.6%	+75.8%

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	193,565	3,090	3,083	529	12.1	15	Nov 13, 2025	J-GAAP
Oct - Mar, 2025 New	233,565	6,290	6,083	3,329	75.8	80	Feb 10, 2026	J-GAAP
Revision Rate	+20.7%	+103.6%	+97.3%	+529.3%	+529.0%

Full Year Update

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Mar, 2026 Prev	390,000	11,800	12,000	7,200	164.0	27.50	Nov 13, 2025	J-GAAP
Mar, 2026 New	430,000	15,000	15,000	10,000	227.7	92.50	Feb 10, 2026	J-GAAP
Revision Rate	+10.3%	+27.1%	+25.0%	+38.9%	+38.9%

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	195,871	5,154	5,303	2,378	53.9	52.50	May 13, 2025	J-GAAP
Oct - Mar, 2025 Guidance	233,565	6,290	6,083	3,329	75.8	80	Feb 10, 2026	J-GAAP
YoY	+19.2%	+22.0%	+14.7%	+40.0%	+40.6%

Current Period Guidance

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Mar, 2024	350,461	8,679	8,974	6,581	147.7	62.50	May 13, 2024	J-GAAP
Mar, 2025	364,418	11,677	11,963	6,764	153.4	65	May 13, 2025	J-GAAP
Mar, 2026 Guidance	430,000	15,000	15,000	10,000	227.7	92.50	Feb 10, 2026	J-GAAP
YoY	+18.0%	+28.5%	+25.4%	+47.8%	+48.4%

Quarterly Results

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Operating Profit Margin	Announce	Accounting Standards
Oct - Dec, 2024	114,633	3,254	3,414	1,128	25.6	2.8	Feb 12, 2025	J-GAAP
Jan - Mar, 2025	81,238	1,900	1,889	1,250	28.4	2.3	May 13, 2025	J-GAAP
Apr - Jun, 2025	95,927	3,943	4,068	3,319	75.6	4.1	Aug 7, 2025	J-GAAP
Jul - Sep, 2025	100,508	4,767	4,849	3,352	76.4	4.7	Nov 13, 2025	J-GAAP
Oct - Dec, 2025	143,065	4,658	4,613	2,956	67.4	3.3	Feb 10, 2026	J-GAAP
YoY	+24.8%	+43.1%	+35.1%	+162.1%	+163.8%