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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%.

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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 37,212 9,116 9,735 7,060 82.3 88.3 Feb 5, 2024 J-GAAP
Apr - Dec, 2024 40,046 9,646 10,450 8,840 105.8 83.6 Feb 14, 2025 J-GAAP
Apr - Dec, 2025 79,154 10,604 11,444 8,123 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 ー 5,506 5,883 4,256 52.3 40 Nov 13, 2025 J-GAAP
Oct - Mar, 2025 New ー 7,006 7,583 5,356 65.8 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 ー 12,400 13,200 9,400 115.5 80 May 15, 2025 J-GAAP
Mar, 2026 New ー 13,900 14,900 10,500 129.0 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 31,995 5,053 5,676 4,158 49.9 42 May 15, 2025 J-GAAP
Oct - Mar, 2025 Guidance ー 7,006 7,583 5,356 65.8 46 Feb 12, 2026 J-GAAP
YoY － +38.7% +33.6% +28.8% +31.8%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 50,259 10,180 11,024 8,030 94.0 47 May 7, 2024 J-GAAP
Mar, 2025 59,486 11,329 12,507 10,375 124.6 84 May 15, 2025 J-GAAP
Mar, 2026 Guidance ー 13,900 14,900 10,500 129.0 86 Feb 12, 2026 J-GAAP
YoY － +22.7% +19.1% +1.2% +3.5%

Quarterly Results

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

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