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JAPAN INSULATION, Ordinary Profit Forecast for the Fiscal Year Revised Upward by 18%, Dividend Revised Upward by 3 Yen

Fri Feb 13, 2026 3:30 pm JST Earnings

5368 JAPAN INSULATION CO.,LTD. 【J-GAAP】

Earnings Report

JAPAN INSULATION CO.,LTD. <5368> [TSE Std] announced its financial results after the market closed on February 13th (15:30). The consolidated ordinary profit for the cumulative third quarter of the fiscal year ending March 2026 (April to December) expanded 1.23 billion yen, an increase 95.2% compared to the same period last year.

In addition, the full-year forecast for consolidated ordinary profit has been revised upward 18.1%, from the previous forecast of 1.23 billion yen to 1.45 billion yen (compared to 1.03 billion yen in the previous period), increasing the growth rate from 19.7% to 41.4%.

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 41.9%, from the previous forecast of 0.53 billion yen to 0.75 billion yen (compared to 0.62 billion yen in the same period of the previous year), turning to a 21.0% increase in the consolidated ordinary profit outlook.

In light of the strong performance, the company has increased its planned year-end lump-sum dividend for the current fiscal year from the original plan of 37 yen to 40 yen (compared to 37 yen in the previous period).

In the most recent three-month period, from October to December (3Q), the consolidated ordinary profit surged 2.4 times that of the same period last year, reaching 0.52 billion yen. The operating profit margin drastically improved from 7.3% in the same period last year to 13.8%.

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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 9,236 1,069 1,082 722 83.6 74.1 Feb 13, 2024 J-GAAP
Apr - Dec, 2024 8,697 610 630 463 53.6 61.2 Feb 14, 2025 J-GAAP
Apr - Dec, 2025 10,941 1,205 1,230 844 97.5 84.5 Feb 13, 2026 J-GAAP
YoY +25.8% +97.5% +95.2% +82.3% +81.8%

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 5,784 589 532 342 39.5 37 Nov 13, 2025 J-GAAP
Oct - Mar, 2025 New 6,889 765 755 557 64.3 40 Feb 13, 2026 J-GAAP
Revision Rate +19.1% +29.9% +41.9% +62.9% +62.8%

Full Year Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2026 Prev 13,020 1,282 1,233 820 94.6 37 May 13, 2025 J-GAAP
Mar, 2026 New 14,125 1,458 1,456 1,035 119.4 40 Feb 13, 2026 J-GAAP
Revision Rate +8.5% +13.7% +18.1% +26.2% +26.2%

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 6,548 638 624 459 53.2 37 May 13, 2025 J-GAAP
Oct - Mar, 2025 Guidance 6,889 765 755 557 64.3 40 Feb 13, 2026 J-GAAP
YoY +5.2% +19.9% +21.0% +21.4% +20.9%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 12,537 1,458 1,460 975 112.7 40 May 13, 2024 J-GAAP
Mar, 2025 12,222 1,027 1,030 776 89.9 37 May 13, 2025 J-GAAP
Mar, 2026 Guidance 14,125 1,458 1,456 1,035 119.4 40 Feb 13, 2026 J-GAAP
YoY +15.6% +42.0% +41.4% +33.4% +32.9%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Oct - Dec, 2024 3,023 221 224 146 16.9 7.3 Feb 14, 2025 J-GAAP
Jan - Mar, 2025 3,525 417 400 313 36.3 11.8 May 13, 2025 J-GAAP
Apr - Jun, 2025 3,445 369 370 247 28.7 10.7 Aug 13, 2025 J-GAAP
Jul - Sep, 2025 3,791 324 331 231 26.7 8.5 Nov 13, 2025 J-GAAP
Oct - Dec, 2025 3,705 512 529 366 42.3 13.8 Feb 13, 2026 J-GAAP
YoY +22.6% +131.7% +136.2% +150.7% +150.1%

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