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MIC Co, Ordinary Profit Forecast for the Fiscal Year Revised Upward by 19%, Exceeded Record Profit Forecast, Dividend Revised Upward by 22.5 Yen
300A MIC Co., Ltd. 【J-GAAP】
Earnings ReportMIC Co., Ltd. <300A> [TSE Std] 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 1.37 billion yen, an increase 78.4% compared to the same period last year.
In addition, the full-year forecast for ordinary profit has been revised upward 18.7%, from the previous forecast of 1.34 billion yen to 1.59 billion yen (compared to 1.01 billion yen in the previous period), increasing the growth rate from 31.5% to 56.0%. The company has further increased its previous forecast of record profits for the first time in five years.
Based on the full-year plan announced by the company after the upward revision, our estimate of the ordinary profit for the October to March period (second half) is expected to increase 50.3%, from the previous forecast of 0.49 billion yen to 0.74 billion yen (compared to 0.60 billion yen in the same period of the previous year), turning to a 22.9% increase in the ordinary profit outlook.
In light of the strong performance, the company has significantly increased its planned year-end lump-sum dividend for the current fiscal year from the original plan of 37.5 yen to 60 yen (compared to 27.5 yen in the previous period).
In the most recent three-month period, from October to December (3Q), the ordinary profit increased 47.9% from the same period last year, reaching 0.53 billion yen. The operating profit margin rose from 10.7% in the same period last year to 13.3%.
Kabutan News
Actual Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Progress Rate vs. First Half | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Apr - Dec, 2024 | 9,204 | 764 | 772 | 503 | 83.4 | 75.8 | Feb 13, 2025 | J-GAAP |
| Apr - Dec, 2025 | 10,899 | 1,331 | 1,377 | 915 | 128.9 | 86.6 | Feb 12, 2026 | J-GAAP |
| YoY | +18.4% | +74.2% | +78.4% | +81.9% | +54.5% |
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 | 6,822 | 489 | 497 | 315 | 44.4 | 37.50 | Nov 13, 2025 | J-GAAP |
| Oct - Mar, 2025 New | 7,622 | 710 | 747 | 512 | 72.1 | 60 | Feb 12, 2026 | J-GAAP |
| Revision Rate | +11.7% | +45.2% | +50.3% | +62.5% | +62.5% |
Full Year Update
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Mar, 2026 Prev | 13,800 | 1,300 | 1,340 | 870 | 122.5 | 37.50 | Nov 13, 2025 | J-GAAP |
| Mar, 2026 New | 14,600 | 1,521 | 1,590 | 1,067 | 150.2 | 60 | Feb 12, 2026 | J-GAAP |
| Revision Rate | +5.8% | +17.0% | +18.7% | +22.6% | +22.6% |
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 | 6,571 | 607 | 608 | 386 | 61.3 | 27.50 | May 14, 2025 | J-GAAP |
| Oct - Mar, 2025 Guidance | 7,622 | 710 | 747 | 512 | 72.1 | 60 | Feb 12, 2026 | J-GAAP |
| YoY | +16.0% | +17.0% | +22.9% | +32.6% | +17.5% |
Current Period Guidance
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Mar, 2025 | 12,275 | 998 | 1,019 | 650 | 103.3 | 27.50 | May 14, 2025 | J-GAAP |
| Mar, 2026 Guidance | 14,600 | 1,521 | 1,590 | 1,067 | 150.2 | 60 | Feb 12, 2026 | J-GAAP |
| YoY | +18.9% | +52.4% | +56.0% | +64.2% | +45.5% |
Quarterly Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Operating Profit Margin | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Oct - Dec, 2024 | 3,500 | 373 | 361 | 239 | 39.6 | 10.7 | Feb 13, 2025 | J-GAAP |
| Jan - Mar, 2025 | 3,071 | 234 | 247 | 147 | 23.4 | 7.6 | May 14, 2025 | J-GAAP |
| Apr - Jun, 2025 | 3,436 | 321 | 335 | 220 | 31.1 | 9.3 | Aug 7, 2025 | J-GAAP |
| Jul - Sep, 2025 | 3,542 | 490 | 508 | 335 | 47.2 | 13.8 | Nov 13, 2025 | J-GAAP |
| Oct - Dec, 2025 | 3,921 | 520 | 534 | 360 | 50.7 | 13.3 | Feb 12, 2026 | J-GAAP |
| YoY | +12.0% | +39.4% | +47.9% | +50.6% | +28.0% |
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