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Kasumigaseki Hotel REIT, Ordinary Profit Forecast for Last Fiscal Year Revised Upward by 9%, Distribution Revised Upward by 205 Yen
401A Kasumigaseki Hotel REIT Investment Corporation
Guidance Update ReportKasumigaseki Hotel REIT Investment Corporation <401A> [TSE REIT] announced a revision to its performance and dividend after the market closed on February 12th (15:30). The ordinary profit forecast for the fiscal year ending January 2026 has been revised upward 8.6%, from the previous forecast of 673 million yen to 731 million yen.
Based on the upwardly revised full-year plan announced by the company, our calculation indicates that the November 2025 to January 2026 period (second half) ordinary profit is expected to increase 9.5%, from the previous forecast of 612 million yen to 670 million yen.
In light of the strong performance, the company has increased its planned distribution for the last fiscal year from the original plan of 2688 yen to 2893 yen.
Kabutan News
Guidance Update
Second Half Update
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Oct - Jan, 2025 Prev | 1,117 | 807 | 612 | 613 | 2,133.7 | 2,688 | Nov 17, 2025 | J-GAAP |
| Oct - Jan, 2025 New | 1,140 | 836 | 670 | 671 | 2,335.5 | 2,893 | Feb 12, 2026 | J-GAAP |
| Revision Rate | +2.1% | +3.6% | +9.5% | +9.5% | +9.5% |
Full Year Update
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Jan, 2026 Prev | 1,561 | 1,116 | 673 | 673 | 2,342.5 | 2,688 | Aug 13, 2025 | J-GAAP |
| Jan, 2026 New | 1,584 | 1,145 | 731 | 731 | 2,544.4 | 2,893 | Feb 12, 2026 | J-GAAP |
| Revision Rate | +1.5% | +2.6% | +8.6% | +8.6% | +8.6% |
Current Period Guidance
Current Period Guidance
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Jan, 2026 Guidance | 1,584 | 1,145 | 731 | 731 | 2,544.4 | 2,893 | Feb 12, 2026 | J-GAAP |
| YoY | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% |
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