Inui Global Logistics, Ordinary Profit Forecast for the Fiscal Year Revised Upward by 93%, Dividend Revised Upward by 3.34 Yen

Thu Feb 12, 2026 3:00 pm JST

Inui Global Logistics Co., Ltd. <9308> [TSE Std] announced its financial results in the afternoon session on February 12th (15:00). The consolidated ordinary profit for the cumulative third quarter of the fiscal year ending March 2026 (April to December) significantly dropped 76.9% from the same period last year to 0.91 billion yen.

However, the full-year forecast for consolidated ordinary profit has been revised upward 92.6%, from the previous forecast of 0.59 billion yen to 1.14 billion yen (compared to 3.83 billion yen in the previous period), and the declining rate is expected to decrease from 84.5% to 70.1%.

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 75.8%, from the previous forecast of 0.72 billion yen to 1.28 billion yen (compared to 1.12 billion yen in the same period of the previous year), turning to a 13.6% 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 6.79 yen to 10.13 yen (compared to 76 yen in the previous period).

In the most recent three-month period, from October to December (3Q), the consolidated ordinary profit decreased to 1.04 billion yen, a 15.8% decrease compared to the same period last year. The operating profit margin decreased from 12.2% in the same period last year to 11.9%.

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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	22,080	1,165	1,243	765	30.5	64.8	Feb 13, 2024	J-GAAP
Apr - Dec, 2024	24,437	3,765	3,947	4,324	172.2	102.9	Feb 13, 2025	J-GAAP
Apr - Dec, 2025	24,699	1,003	911	611	24.3	79.4	Feb 12, 2026	J-GAAP
YoY	+1.1%	-73.4%	-76.9%	-85.9%	-85.9%

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	16,648	881	728	579	23.0	3.79	Nov 11, 2025	J-GAAP
Oct - Mar, 2025 New	17,197	1,396	1,280	859	34.1	7.13	Feb 12, 2026	J-GAAP
Revision Rate	+3.3%	+58.5%	+75.8%	+48.4%	+48.3%

Full Year Update

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Mar, 2026 Prev	32,340	810	596	570	22.6	6.79	Nov 11, 2025	J-GAAP
Mar, 2026 New	32,889	1,325	1,148	850	33.8	10.13	Feb 12, 2026	J-GAAP
Revision Rate	+1.7%	+63.6%	+92.6%	+49.1%	+49.1%

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	15,074	832	1,127	1,760	70.1	70	May 13, 2025	J-GAAP
Oct - Mar, 2025 Guidance	17,197	1,396	1,280	859	34.1	7.13	Feb 12, 2026	J-GAAP
YoY	+14.1%	+67.8%	+13.6%	-51.2%	-51.3%

Current Period Guidance

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Mar, 2024	29,494	1,678	1,917	1,194	47.6	14.28	May 13, 2024	J-GAAP
Mar, 2025	31,770	3,656	3,836	5,021	199.9	76	May 13, 2025	J-GAAP
Mar, 2026 Guidance	32,889	1,325	1,148	850	33.8	10.13	Feb 12, 2026	J-GAAP
YoY	+3.5%	-63.8%	-70.1%	-83.1%	-83.1%

Quarterly Results

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Operating Profit Margin	Announce	Accounting Standards
Oct - Dec, 2024	7,741	941	1,238	1,063	42.3	12.2	Feb 13, 2025	J-GAAP
Jan - Mar, 2025	7,333	-109	-111	697	27.8	-1.5	May 13, 2025	J-GAAP
Apr - Jun, 2025	7,357	121	53	269	10.7	1.6	Aug 8, 2025	J-GAAP
Jul - Sep, 2025	8,335	-192	-185	-278	-11.4	-2.3	Nov 11, 2025	J-GAAP
Oct - Dec, 2025	9,007	1,074	1,043	620	24.7	11.9	Feb 12, 2026	J-GAAP
YoY	+16.4%	+14.1%	-15.8%	-41.7%	-41.8%