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True Data, Ordinary Profit Forecast for the Fiscal Year Revised Downward by 60%

Thu Feb 12, 2026 4:00 pm JST Earnings

4416 True Data Inc. 【J-GAAP】

Earnings Report

True Data Inc. <4416> [TSE Growth] announced its financial results after the market closed on February 12th (16:00). The ordinary profit (non-consolidated) for the cumulative third quarter of the fiscal year ending March 2026 (April to December) expanded 56 million yen, an increase 40.0% compared to the same period last year.

However, the full-year forecast for ordinary profit has decreased 60.5%, from the previous forecast of 162 million yen to 64 million yen (compared to 49 million yen in the previous period), leading to a reduction in the profit growth rate from 3.3 times to 30.6%.

Based on the full-year plan announced by the company after the downward revision, our estimate of the ordinary profit for the October to March period (second half) has decreased 85.2%, from the previous forecast of 115 million yen to 17 million yen (compared to 11 million yen in the same period of the previous year), leading to a reduction in the profit growth rate from 10 times to 54.5%.

In the most recent three-month period, from October to December (3Q), the ordinary profit surged 4.5 times that of the same period last year, reaching 9 million yen. The operating profit margin improved from 0.8% in the same period last year to 1.8%.

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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 1,192 8 7 1 0.2 11.3 Feb 13, 2024 J-GAAP
Apr - Dec, 2024 1,132 41 40 5 1.1 81.6 Feb 14, 2025 J-GAAP
Apr - Dec, 2025 1,323 50 56 40 8.4 87.5 Feb 12, 2026 J-GAAP
YoY +16.9% +22.0% +40.0% +700.0% +695.2%

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 1,133 118 115 92 19.0 0 Nov 13, 2025 J-GAAP
Oct - Mar, 2025 New 963 18 17 8 1.7 0 Feb 12, 2026 J-GAAP
Revision Rate -15.0% -84.7% -85.2% -91.3% -91.3%

Full Year Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2026 Prev 2,000 160 162 129 26.7 0 May 14, 2025 J-GAAP
Mar, 2026 New 1,830 60 64 45 9.3 0 Feb 12, 2026 J-GAAP
Revision Rate -8.5% -62.5% -60.5% -65.1% -65.1%

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 787 10 11 7 1.5 0 May 14, 2025 J-GAAP
Oct - Mar, 2025 Guidance 963 18 17 8 1.7 0 Feb 12, 2026 J-GAAP
YoY +22.4% +80.0% +54.5% +14.3% +10.7%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 1,593 63 62 60 12.7 0 May 15, 2024 J-GAAP
Mar, 2025 1,554 48 49 13 2.8 0 May 14, 2025 J-GAAP
Mar, 2026 Guidance 1,830 60 64 45 9.3 0 Feb 12, 2026 J-GAAP
YoY +17.8% +25.0% +30.6% +246.2% +237.0%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Oct - Dec, 2024 365 3 2 -1 -0.2 0.8 Feb 14, 2025 J-GAAP
Jan - Mar, 2025 422 7 9 8 1.7 1.7 May 14, 2025 J-GAAP
Apr - Jun, 2025 410 11 15 8 1.7 2.7 Aug 14, 2025 J-GAAP
Jul - Sep, 2025 457 31 32 29 6.0 6.8 Nov 13, 2025 J-GAAP
Oct - Dec, 2025 456 8 9 3 0.6 1.8 Feb 12, 2026 J-GAAP
YoY +24.9% +166.7% +350.0% － －

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