ISHIHARA SANGYO, Ordinary Profit Forecast for the Fiscal Year Revised Upward by 10%, Exceeded Record Profit Forecast, Dividend Revised Upward by 20 Yen

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Fri Feb 13, 2026 1:00 pm JST Earnings

4028 ISHIHARA SANGYO KAISHA, LTD. 【J-GAAP】

Earnings Report

ISHIHARA SANGYO KAISHA, LTD. <4028> [TSE Prime] announced its financial results in the afternoon session on February 13th (13:00). The consolidated ordinary profit for the cumulative third quarter of the fiscal year ending March 2026 (April to December) surged 2.3 times that of the same period last year, reaching 13.1 billion yen.

In addition, the full-year forecast for consolidated ordinary profit has been revised upward 9.8%, from the previous forecast of 16.4 billion yen to 18.0 billion yen (compared to 11.3 billion yen in the previous period), increasing the growth rate from 44.0% to 58.0%. The company has further increased its previous forecast of record profits for the first time in two years.

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 20.3%, from the previous forecast of 7.89 billion yen to 9.49 billion yen (compared to 8.90 billion yen in the same period of the previous year), turning to a 6.7% increase in the consolidated ordinary profit outlook.

In light of the strong performance, the company has increased its planned annual dividend for the current fiscal year from the original plan of 100 yen to 120 yen (compared to 85 yen in the previous period).

In the most recent three-month period, from October to December (3Q), the consolidated ordinary profit increased 48.0% from the same period last year, reaching 4.65 billion yen. The operating profit margin drastically improved from 3.8% in the same period last year to 11.8%.

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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	98,503	2,483	5,280	2,841	74.4	35.6	Feb 9, 2024	J-GAAP
Apr - Dec, 2024	105,422	3,834	5,631	1,799	47.1	49.4	Feb 12, 2025	J-GAAP
Apr - Dec, 2025	108,072	11,089	13,155	9,606	251.1	73.1	Feb 13, 2026	J-GAAP
YoY	+2.5%	+189.2%	+133.6%	+434.0%	+433.3%

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	75,541	8,629	7,899	6,551	171.2	70	Nov 6, 2025	J-GAAP
Oct - Mar, 2025 New	78,041	9,629	9,499	7,351	192.1	90	Feb 13, 2026	J-GAAP
Revision Rate	+3.3%	+11.6%	+20.3%	+12.2%	+12.2%

Full Year Update

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Mar, 2026 Prev	152,000	16,000	16,400	12,200	318.8	100	Nov 6, 2025	J-GAAP
Mar, 2026 New	154,500	17,000	18,000	13,000	339.7	120	Feb 13, 2026	J-GAAP
Revision Rate	+1.6%	+6.3%	+9.8%	+6.6%	+6.6%

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	70,674	7,829	8,906	7,683	201.0	85	May 8, 2025	J-GAAP
Oct - Mar, 2025 Guidance	78,041	9,629	9,499	7,351	192.1	90	Feb 13, 2026	J-GAAP
YoY	+10.4%	+23.0%	+6.7%	-4.3%	-4.4%

Current Period Guidance

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Mar, 2024	138,456	11,491	14,850	7,988	209.3	70	May 10, 2024	J-GAAP
Mar, 2025	145,196	10,482	11,392	8,410	220.0	85	May 8, 2025	J-GAAP
Mar, 2026 Guidance	154,500	17,000	18,000	13,000	339.7	120	Feb 13, 2026	J-GAAP
YoY	+6.4%	+62.2%	+58.0%	+54.6%	+54.4%

Quarterly Results

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Operating Profit Margin	Announce	Accounting Standards
Oct - Dec, 2024	30,900	1,181	3,145	1,072	28.1	3.8	Feb 12, 2025	J-GAAP
Jan - Mar, 2025	39,774	6,648	5,761	6,611	172.9	16.7	May 8, 2025	J-GAAP
Apr - Jun, 2025	42,561	5,206	6,190	4,737	123.8	12.2	Aug 8, 2025	J-GAAP
Jul - Sep, 2025	33,898	2,165	2,311	912	23.8	6.4	Nov 6, 2025	J-GAAP
Oct - Dec, 2025	31,613	3,718	4,654	3,957	103.4	11.8	Feb 13, 2026	J-GAAP
YoY	+2.3%	+214.8%	+48.0%	+269.1%	+268.7%