UACJ, Net Income Forecast for the Fiscal Year Revised Upward by 17%, Dividend Revised Upward by 3 Yen

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Thu Feb 12, 2026 2:00 pm JST Earnings

5741 UACJ Corporation 【IFRS】

Earnings Report

UACJ Corporation <5741> [TSE Prime] announced its financial results (based on IFRS) in the afternoon session on February 12th (14:00). The consolidated net income for the cumulative third quarter of the fiscal year ending March 2026 (April to December) was 24.9 billion yen, a 0.2% decrease compared to the same period last year.

However, the full-year forecast for consolidated net income has been revised upward 17.4%, from the previous forecast of 23.0 billion yen to 27.0 billion yen (compared to 27.9 billion yen in the previous period), and the declining rate is expected to decrease from 17.8% to 3.5%.

Based on the full-year plan announced by the company after the upward revision, our estimate of the consolidated net income for the October to March period (second half) is expected to increase 25.6%, from the previous forecast of 15.6 billion yen to 19.6 billion yen (compared to 11.2 billion yen in the same period of the previous year), increasing the growth rate from 38.7% to 74.1%.

In light of the strong performance, the company has increased its planned annual dividend for the current fiscal year from the original plan of 102 yen to 105 yen (compared to 150 yen before the 4-for-1 forward stock split in the previous period).

In the most recent three-month period, from October to December (3Q), the consolidated net income surged 2.1 times that of the same period last year, reaching 17.5 billion yen. The operating profit margin significantly improved from 5.4% in the same period last year to 9.5%.

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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	660,277	22,187	13,432	6,793	35.2	61.1	Feb 8, 2024	IFRS
Apr - Dec, 2024	738,361	49,263	39,967	24,966	129.4	92.9	Feb 12, 2025	IFRS
Apr - Dec, 2025	841,644	51,144	40,194	24,924	137.7	ー	Feb 12, 2026	IFRS
YoY	+14.0%	+3.8%	+0.6%	-0.2%	+6.4%

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	559,875	32,373	ー	15,631	86.3	22	Nov 11, 2025	IFRS
Oct - Mar, 2025 New	599,875	43,373	ー	19,631	108.4	25	Feb 12, 2026	IFRS
Revision Rate	+7.1%	+34.0%	－	+25.6%	+25.6%

Full Year Update

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Mar, 2026 Prev	1,100,000	55,000	ー	23,000	127.0	42	Nov 11, 2025	IFRS
Mar, 2026 New	1,140,000	66,000	ー	27,000	149.1	45	Feb 12, 2026	IFRS
Revision Rate	+3.6%	+20.0%	－	+17.4%	+17.4%

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	511,680	21,661	16,995	11,273	59.0	20	May 13, 2025	IFRS
Oct - Mar, 2025 Guidance	599,875	43,373	ー	19,631	108.4	25	Feb 12, 2026	IFRS
YoY	+17.2%	+100.2%	－	+74.1%	+83.7%

Current Period Guidance

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Mar, 2024	892,781	31,378	21,969	13,858	71.9	22.50	May 13, 2024	IFRS
Mar, 2025	998,781	57,361	43,028	27,979	146.5	37.50	May 13, 2025	IFRS
Mar, 2026 Guidance	1,140,000	66,000	ー	27,000	149.1	45	Feb 12, 2026	IFRS
YoY	+14.1%	+15.1%	－	-3.5%	+1.8%

Quarterly Results

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Operating Profit Margin	Announce	Accounting Standards
Oct - Dec, 2024	251,260	13,563	13,934	8,260	42.8	5.4	Feb 12, 2025	IFRS
Jan - Mar, 2025	260,420	8,098	3,061	3,013	15.8	3.1	May 13, 2025	IFRS
Apr - Jun, 2025	261,959	8,491	3,690	1,312	7.3	3.2	Aug 6, 2025	IFRS
Jul - Sep, 2025	278,166	14,136	10,847	6,057	33.5	5.1	Nov 11, 2025	IFRS
Oct - Dec, 2025	301,519	28,517	25,657	17,555	97.0	9.5	Feb 12, 2026	IFRS
YoY	+20.0%	+110.3%	+84.1%	+112.5%	+126.5%