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Delsole, Ordinary Profit Forecast for the Fiscal Year Revised Upward by 3.8 times

Fri Feb 13, 2026 1:00 pm JST Earnings

2876 Delsole Corporation 【J-GAAP】

Earnings Report

Delsole Corporation <2876> [TSE Std] announced its financial results in the afternoon session on February 13th (13:00). The ordinary profit (non-consolidated) for the cumulative third quarter of the fiscal year ending March 2026 (April to December) significantly dropped 53.6% from the same period last year to 351 million yen.

However, the full-year forecast for ordinary profit has been revised upward 3.8 times, from the previous forecast of 100 million yen to 380 million yen (compared to 539 million yen in the previous period), and the declining rate is expected to decrease from 81.4% to 29.5%.

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 3.7 times, from the previous forecast of 102 million yen to 382 million yen (compared to a loss of 14 million yen in the same period of the previous year).

In the most recent three-month period, from October to December (3Q), the ordinary profit increased 73.9% from the same period last year, reaching 353 million yen. The operating profit margin improved from 6.4% in the same period last year to 8.0%.

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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 14,122 1,322 1,337 888 99.8 105.5 Feb 14, 2024 J-GAAP
Apr - Dec, 2024 12,348 688 756 -133 -15.0 140.3 Feb 14, 2025 J-GAAP
Apr - Dec, 2025 11,061 408 351 234 26.3 92.4 Feb 13, 2026 J-GAAP
YoY -10.4% -40.7% -53.6% － －

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 7,717 136 102 80 9.0 12 Nov 14, 2025 J-GAAP
Oct - Mar, 2025 New 7,717 386 382 250 28.1 12 Feb 13, 2026 J-GAAP
Revision Rate 0.0% +183.8% +274.5% +212.5% +212.3%

Full Year Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2026 Prev 14,500 200 100 60 6.7 12 May 15, 2025 J-GAAP
Mar, 2026 New 14,500 450 380 230 25.8 12 Feb 13, 2026 J-GAAP
Revision Rate 0.0% +125.0% +280.0% +283.3% +283.2%

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 7,265 143 -14 -911 -102.5 15 May 15, 2025 J-GAAP
Oct - Mar, 2025 Guidance 7,717 386 382 250 28.1 12 Feb 13, 2026 J-GAAP
YoY +6.2% +169.9% － － －

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 17,784 1,220 1,267 599 67.3 12 May 15, 2024 J-GAAP
Mar, 2025 15,403 561 539 -422 -47.5 15 May 15, 2025 J-GAAP
Mar, 2026 Guidance 14,500 450 380 230 25.8 12 Feb 13, 2026 J-GAAP
YoY -5.9% -19.8% -29.5% － －

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Oct - Dec, 2024 4,210 270 203 -622 -70.3 6.4 Feb 14, 2025 J-GAAP
Jan - Mar, 2025 3,055 -127 -217 -289 -32.5 -4.2 May 15, 2025 J-GAAP
Apr - Jun, 2025 3,411 49 14 -9 -1.1 1.4 Aug 14, 2025 J-GAAP
Jul - Sep, 2025 3,372 15 -16 -11 -1.3 0.4 Nov 14, 2025 J-GAAP
Oct - Dec, 2025 4,278 344 353 254 28.6 8.0 Feb 13, 2026 J-GAAP
YoY +1.6% +27.4% +73.9% － －

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