Rasa Industries, Ordinary Profit Forecast for the Fiscal Year Revised Upward by 22%, Exceeded Record Profit Forecast, Dividend Revised Upward by 42 Yen

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Thu Feb 12, 2026 3:30 pm JST Earnings

4022 Rasa Industries,Ltd. 【J-GAAP】

Earnings Report

Rasa Industries,Ltd. <4022> [TSE Prime] announced its financial results after the market closed on February 12th (15:30). The consolidated ordinary profit for the cumulative third quarter of the fiscal year ending March 2026 (April to December) expanded 4.63 billion yen, an increase 56.8% compared to the same period last year.

In addition, the full-year forecast for consolidated ordinary profit has been revised upward 22.4%, from the previous forecast of 4.90 billion yen to 6.00 billion yen (compared to 4.60 billion yen in the previous period), increasing the growth rate from 6.5% to 30.4%. The company has further increased its previous forecast of record profits for the first time in three 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 56.4%, from the previous forecast of 1.95 billion yen to 3.05 billion yen (compared to 2.99 billion yen in the same period of the previous year), turning to a 2.0% 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 128 yen to 170 yen (compared to 120 yen in the previous period).

In the most recent three-month period, from October to December (3Q), the consolidated ordinary profit grew 25.4% from the same period last year, reaching 1.68 billion yen. The operating profit margin rose from 11.8% in the same period last year to 13.2%.

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	30,349	2,109	1,988	1,442	182.5	58.5	Feb 14, 2024	J-GAAP
Apr - Dec, 2024	33,388	3,056	2,957	2,004	254.8	64.3	Feb 14, 2025	J-GAAP
Apr - Dec, 2025	35,237	4,510	4,636	3,235	414.3	77.3	Feb 12, 2026	J-GAAP
YoY	+5.5%	+47.6%	+56.8%	+61.4%	+62.6%

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	26,502	2,240	1,950	1,254	160.5	64	Nov 13, 2025	J-GAAP
Oct - Mar, 2025 New	25,002	2,940	3,050	2,154	275.7	106	Feb 12, 2026	J-GAAP
Revision Rate	-5.7%	+31.3%	+56.4%	+71.8%	+71.8%

Full Year Update

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Mar, 2026 Prev	49,200	5,100	4,900	3,300	422.4	128	May 14, 2025	J-GAAP
Mar, 2026 New	47,700	5,800	6,000	4,200	537.6	170	Feb 12, 2026	J-GAAP
Revision Rate	-3.0%	+13.7%	+22.4%	+27.3%	+27.3%

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	23,572	3,039	2,990	2,158	274.8	72	May 14, 2025	J-GAAP
Oct - Mar, 2025 Guidance	25,002	2,940	3,050	2,154	275.7	106	Feb 12, 2026	J-GAAP
YoY	+6.1%	-3.3%	+2.0%	-0.2%	+0.3%

Current Period Guidance

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Mar, 2024	42,788	3,591	3,396	2,382	301.5	91	May 15, 2024	J-GAAP
Mar, 2025	45,421	4,736	4,602	3,131	398.7	120	May 14, 2025	J-GAAP
Mar, 2026 Guidance	47,700	5,800	6,000	4,200	537.6	170	Feb 12, 2026	J-GAAP
YoY	+5.0%	+22.5%	+30.4%	+34.1%	+34.8%

Quarterly Results

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Operating Profit Margin	Announce	Accounting Standards
Oct - Dec, 2024	11,539	1,359	1,345	1,031	131.1	11.8	Feb 14, 2025	J-GAAP
Jan - Mar, 2025	12,033	1,680	1,645	1,127	143.5	14.0	May 14, 2025	J-GAAP
Apr - Jun, 2025	10,472	1,317	1,454	1,089	139.6	12.6	Aug 8, 2025	J-GAAP
Jul - Sep, 2025	12,226	1,543	1,496	957	122.6	12.6	Nov 13, 2025	J-GAAP
Oct - Dec, 2025	12,539	1,650	1,686	1,189	152.3	13.2	Feb 12, 2026	J-GAAP
YoY	+8.7%	+21.4%	+25.4%	+15.3%	+16.1%