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TBK, Ordinary Profit Forecast for the Fiscal Year Revised Upward by 30%

Thu Feb 12, 2026 3:30 pm JST Earnings

7277 TBK Co.,Ltd. 【J-GAAP】

Earnings Report

TBK Co.,Ltd. <7277> [TSE Std] announced its financial results after the market closed on February 12th (15:30). The consolidated ordinary profit/loss for the cumulative third quarter of the fiscal year ending March 2026 (April to December) turned into a profit of 1.03 billion yen (compared to a loss of 0.19 billion yen in the same period last year).

In addition, the full-year forecast for consolidated ordinary profit has been revised upward 30.0%, from the previous forecast of 1.00 billion yen to 1.30 billion yen (compared to 0.30 billion yen in the previous period), increasing the growth rate from 3.2 times to 4.2 times.

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 55.7%, from the previous forecast of 0.53 billion yen to 0.83 billion yen (compared to 0.52 billion yen in the same period of the previous year), increasing the growth rate from 3.3% to 60.7%.

In the most recent three-month period, from October to December (3Q), the consolidated ordinary profit surged 34 times that of the same period last year, reaching 0.57 billion yen. The operating profit margin improved from 1.3% in the same period last year to 3.4%.

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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 41,900 389 416 -118 -4.2 49.5 Feb 8, 2024 J-GAAP
Apr - Dec, 2024 40,725 249 -196 -1,330 -46.7 ー Feb 13, 2025 J-GAAP
Apr - Dec, 2025 39,381 938 1,036 587 20.4 79.7 Feb 12, 2026 J-GAAP
YoY -3.3% +276.7% － － －

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 26,145 628 539 328 10.3 4 Nov 13, 2025 J-GAAP
Oct - Mar, 2025 New 27,145 828 839 428 13.5 4 Feb 12, 2026 J-GAAP
Revision Rate +3.8% +31.8% +55.7% +30.5% +30.5%

Full Year Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2026 Prev 52,000 1,100 1,000 600 18.9 8 May 14, 2025 J-GAAP
Mar, 2026 New 53,000 1,300 1,300 700 22.0 8 Feb 12, 2026 J-GAAP
Revision Rate +1.9% +18.2% +30.0% +16.7% +16.7%

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 27,612 879 522 36 1.3 4 May 14, 2025 J-GAAP
Oct - Mar, 2025 Guidance 27,145 828 839 428 13.5 4 Feb 12, 2026 J-GAAP
YoY -1.7% -5.8% +60.7% +1,088.9% +969.8%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 56,659 903 841 332 11.7 10 May 14, 2024 J-GAAP
Mar, 2025 54,415 941 309 -1,204 -42.3 8 May 14, 2025 J-GAAP
Mar, 2026 Guidance 53,000 1,300 1,300 700 22.0 8 Feb 12, 2026 J-GAAP
YoY -2.6% +38.2% +320.7% － －

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Oct - Dec, 2024 13,922 187 17 -90 -3.2 1.3 Feb 13, 2025 J-GAAP
Jan - Mar, 2025 13,690 692 505 126 4.4 5.1 May 14, 2025 J-GAAP
Apr - Jun, 2025 12,547 128 20 154 5.4 1.0 Aug 7, 2025 J-GAAP
Jul - Sep, 2025 13,308 344 441 118 4.2 2.6 Nov 13, 2025 J-GAAP
Oct - Dec, 2025 13,526 466 575 315 11.0 3.4 Feb 12, 2026 J-GAAP
YoY -2.8% +149.2% +3,282.4% － －

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