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Japan Securities Finance, Ordinary Profit Forecast for the Fiscal Year Revised Upward by 13%, Dividend Revised Upward by 6 Yen

Thu Feb 12, 2026 4:00 pm JST Earnings

8511 Japan Securities Finance Co.,Ltd. 【J-GAAP】

Earnings Report

Japan Securities Finance Co.,Ltd. <8511> [TSE Prime] announced its financial results after the market closed on February 12th (16:00). The consolidated ordinary profit for the cumulative third quarter of the fiscal year ending March 2026 (April to December) increased 9.5% from the same period last year, reaching 11.4 billion yen.

In addition, the full-year forecast for consolidated ordinary profit has been revised upward 12.9%, from the previous forecast of 13.2 billion yen to 14.9 billion yen (compared to 12.5 billion yen in the previous period), increasing the growth rate from 5.5% to 19.1%.

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 28.9%, from the previous forecast of 5.88 billion yen to 7.58 billion yen (compared to 5.67 billion yen in the same period of the previous year), increasing the growth rate from 3.6% to 33.6%.

In light of the strong performance, the company has increased its planned annual dividend for the current fiscal year from the original plan of 80 yen to 86 yen (compared to 84 yen in the previous period).

In the most recent three-month period, from October to December (3Q), the consolidated ordinary profit grew 14.0% from the same period last year, reaching 4.12 billion yen. However, the operating profit margin sharply declined from 26.8% in the same period last year to 13.1%.

Kabutan News

Actual Performance and Financial Trends

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
37,212M 9,116M 9,735M 7,060M 82.3 88.3 Feb 5, 2024 J-GAAP
Apr - Dec, 2024
40,046M 9,646M 10,450M 8,840M 105.8 83.6 Feb 14, 2025 J-GAAP
Apr - Dec, 2025
79,154M 10,604M 11,444M 8,123M 99.1 76.8 Feb 12, 2026 J-GAAP
YoY +97.7% +9.9% +9.5% -8.1% -6.3%

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 5,506M 5,883M 4,256M 52.6 40 Nov 13, 2025 J-GAAP
Oct - Mar, 2025 New 7,006M 7,583M 5,356M 66.2 46 Feb 12, 2026 J-GAAP
Revision Rate +27.2% +28.9% +25.8% +25.9%
Full Year Update
Fiscal Year Revenue Operating
Profit
Ordinary
Profit
Net
Profit
Adj.
EPS
Adj.
Dividend
Announce Accounting
Standards
Mar, 2026 Prev 12,400M 13,200M 9,400M 116.1 80 May 15, 2025 J-GAAP
Mar, 2026 New 13,900M 14,900M 10,500M 129.7 86 Feb 12, 2026 J-GAAP
Revision Rate +12.1% +12.9% +11.7% +11.7%

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
31,995M 5,053M 5,676M 4,158M 49.9 42 May 15, 2025 J-GAAP
Guidance
Oct - Mar, 2025
7,006M 7,583M 5,356M 66.2 46 Feb 12, 2026 J-GAAP
YoY +38.7% +33.6% +28.8% +32.5%
Current Period Guidance
Fiscal Year Revenue Operating
Profit
Ordinary
Profit
Net
Profit
Adj.
EPS
Adj.
Dividend
Announce Accounting
Standards
Mar, 2024
50,259M 10,180M 11,024M 8,030M 94.0 47 May 7, 2024 J-GAAP
Mar, 2025
59,486M 11,329M 12,507M 10,375M 124.6 84 May 15, 2025 J-GAAP
Guidance
Mar, 2026
13,900M 14,900M 10,500M 129.7 86 Feb 12, 2026 J-GAAP
YoY +22.7% +19.1% +1.2% +4.1%

Quarterly Results

Fiscal Year Revenue Operating
Profit
Ordinary
Profit
Net
Profit
Adj.
EPS
Operating
Profit Margin
Announce Accounting
Standards
Oct - Dec, 2024
12,555M 3,370M 3,619M 2,623M 31.4 26.8 Feb 14, 2025 J-GAAP
Jan - Mar, 2025
19,440M 1,683M 2,057M 1,535M 18.4 8.7 May 15, 2025 J-GAAP
Apr - Jun, 2025
23,854M 3,106M 3,364M 2,369M 28.8 13.0 Aug 7, 2025 J-GAAP
Jul - Sep, 2025
27,028M 3,788M 3,953M 2,775M 33.8 14.0 Nov 13, 2025 J-GAAP
Oct - Dec, 2025
28,272M 3,710M 4,127M 2,979M 36.4 13.1 Feb 12, 2026 J-GAAP
YoY +125.2% +10.1% +14.0% +13.6% +15.8%