Japan Transcity, Ordinary Profit Forecast for the Fiscal Year Revised Upward by 6%, Dividend Revised Upward by 1.5 Yen

Thu Feb 12, 2026 3:10 pm JST

Japan Transcity Corporation <9310> [TSE Prime] announced its financial results in the afternoon session on February 12th (15:10). The consolidated ordinary profit for the cumulative third quarter of the fiscal year ending March 2026 (April to December) increased 3.9% from the same period last year, reaching 7.46 billion yen.

In addition, the full-year forecast for consolidated ordinary profit has been revised upward 6.0%, from the previous forecast of 8.30 billion yen to 8.80 billion yen (compared to 8.80 billion yen in the previous period), and the declining rate is expected to decrease from 5.7% to 0.1%.

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 13.9%, from the previous forecast of 3.58 billion yen to 4.08 billion yen (compared to 4.02 billion yen in the same period of the previous year), turning to a 1.6% increase in the consolidated ordinary profit outlook.

In light of the strong performance, the company has increased its planned annual dividend for the current fiscal year from the original plan of 37.5 yen to 39 yen (compared to 39 yen in the previous period).

In the most recent three-month period, from October to December (3Q), the consolidated ordinary profit grew 14.5% from the same period last year, reaching 2.74 billion yen. The operating profit margin remained almost flat, changing from 7.2% in the same period last year to 7.3%.

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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	93,073	5,145	6,173	4,120	64.4	84.0	Feb 9, 2024	J-GAAP
Apr - Dec, 2024	94,154	6,363	7,182	5,066	80.1	81.6	Feb 12, 2025	J-GAAP
Apr - Dec, 2025	94,490	6,634	7,460	5,145	82.3	84.8	Feb 12, 2026	J-GAAP
YoY	+0.4%	+4.3%	+3.9%	+1.6%	+2.7%

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	63,883	3,215	3,588	2,587	41.3	19	Nov 11, 2025	J-GAAP
Oct - Mar, 2025 New	63,883	3,615	4,088	2,887	46.1	20.50	Feb 12, 2026	J-GAAP
Revision Rate	0.0%	+12.4%	+13.9%	+11.6%	+11.6%

Full Year Update

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Mar, 2026 Prev	126,000	7,500	8,300	5,800	92.7	37.50	May 13, 2025	J-GAAP
Mar, 2026 New	126,000	7,900	8,800	6,100	97.4	39	Feb 12, 2026	J-GAAP
Revision Rate	0.0%	+5.3%	+6.0%	+5.2%	+5.2%

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	63,140	3,770	4,025	2,848	45.1	22.50	May 13, 2025	J-GAAP
Oct - Mar, 2025 Guidance	63,883	3,615	4,088	2,887	46.1	20.50	Feb 12, 2026	J-GAAP
YoY	+1.2%	-4.1%	+1.6%	+1.4%	+2.2%

Current Period Guidance

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Mar, 2024	122,555	6,241	7,352	4,633	72.5	13	May 13, 2024	J-GAAP
Mar, 2025	124,765	7,805	8,806	6,041	95.8	39	May 13, 2025	J-GAAP
Mar, 2026 Guidance	126,000	7,900	8,800	6,100	97.4	39	Feb 12, 2026	J-GAAP
YoY	+1.0%	+1.2%	-0.1%	+1.0%	+1.8%

Quarterly Results

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Operating Profit Margin	Announce	Accounting Standards
Oct - Dec, 2024	32,529	2,328	2,401	1,873	29.6	7.2	Feb 12, 2025	J-GAAP
Jan - Mar, 2025	30,611	1,442	1,624	975	15.5	4.7	May 13, 2025	J-GAAP
Apr - Jun, 2025	31,002	2,105	2,500	1,632	26.1	6.8	Aug 7, 2025	J-GAAP
Jul - Sep, 2025	31,115	2,180	2,212	1,581	25.3	7.0	Nov 11, 2025	J-GAAP
Oct - Dec, 2025	32,373	2,349	2,748	1,932	30.9	7.3	Feb 12, 2026	J-GAAP
YoY	-0.5%	+0.9%	+14.5%	+3.2%	+4.3%