YAMAURA, Ordinary Profit Forecast for the Fiscal Year Revised Upward by 1%, Exceeded Record Profit Forecast, Dividend Revised Upward by 4 Yen

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Thu Feb 12, 2026 3:00 pm JST Earnings

1780 YAMAURA CORPORATION 【J-GAAP】

Earnings Report

YAMAURA CORPORATION <1780> [TSE Prime] 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) increased 26.0% from the same period last year, reaching 3.73 billion yen.

In addition, the full-year forecast for consolidated ordinary profit has been revised upward 1.2%, from the previous forecast of 4.72 billion yen to 4.77 billion yen (compared to 3.96 billion yen in the previous period), increasing the growth rate from 19.0% to 20.4%. The company has further increased its previous forecast of record profits for the first time in two years.

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 2.4%, from the previous forecast of 2.40 billion yen to 2.46 billion yen (compared to 2.35 billion yen in the same period of the previous year), increasing the growth rate from 2.0% to 4.5%.

In light of the strong performance, the company has increased its planned annual dividend for the current fiscal year from the original plan of 26 yen to 30 yen (compared to 24 yen in the previous period).

In the most recent three-month period, from October to December (3Q), the consolidated ordinary profit grew 4.8% from the same period last year, reaching 1.42 billion yen. The operating profit margin remained almost flat, changing from 13.0% in the same period last year to 13.0%.

Kabutan News

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	29,210	4,264	4,260	2,976	157.3	102.7	Feb 14, 2024	J-GAAP
Apr - Dec, 2024	25,090	2,910	2,968	2,029	107.2	74.8	Feb 12, 2025	J-GAAP
Apr - Dec, 2025	29,968	3,441	3,739	2,580	136.3	78.2	Feb 12, 2026	J-GAAP
YoY	+19.4%	+18.2%	+26.0%	+27.2%	+27.1%

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	19,500	2,140	2,404	1,566	82.7	13	Nov 13, 2025	J-GAAP
Oct - Mar, 2025 New	21,401	2,223	2,462	1,576	83.3	17	Feb 12, 2026	J-GAAP
Revision Rate	+9.7%	+3.9%	+2.4%	+0.6%	+0.6%

Full Year Update

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Mar, 2026 Prev	38,659	4,177	4,721	3,137	165.7	26	May 14, 2025	J-GAAP
Mar, 2026 New	40,560	4,260	4,779	3,147	166.3	30	Feb 12, 2026	J-GAAP
Revision Rate	+4.9%	+2.0%	+1.2%	+0.3%	+0.3%

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	20,768	2,311	2,357	1,943	102.7	16.50	May 14, 2025	J-GAAP
Oct - Mar, 2025 Guidance	21,401	2,223	2,462	1,576	83.3	17	Feb 12, 2026	J-GAAP
YoY	+3.0%	-3.8%	+4.5%	-18.9%	-18.9%

Current Period Guidance

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Mar, 2024	37,546	4,327	4,150	2,976	157.2	10	May 15, 2024	J-GAAP
Mar, 2025	35,613	3,891	3,968	3,002	158.6	24	May 14, 2025	J-GAAP
Mar, 2026 Guidance	40,560	4,260	4,779	3,147	166.3	30	Feb 12, 2026	J-GAAP
YoY	+13.9%	+9.5%	+20.4%	+4.8%	+4.8%

Quarterly Results

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Operating Profit Margin	Announce	Accounting Standards
Oct - Dec, 2024	10,245	1,330	1,357	970	51.3	13.0	Feb 12, 2025	J-GAAP
Jan - Mar, 2025	10,523	981	1,000	973	51.4	9.3	May 14, 2025	J-GAAP
Apr - Jun, 2025	8,431	826	873	567	30.0	9.8	Aug 7, 2025	J-GAAP
Jul - Sep, 2025	10,728	1,211	1,444	1,004	53.1	11.3	Nov 13, 2025	J-GAAP
Oct - Dec, 2025	10,809	1,404	1,422	1,009	53.3	13.0	Feb 12, 2026	J-GAAP
YoY	+5.5%	+5.6%	+4.8%	+4.0%	+4.0%