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PUNCH INDUSTRY, Ordinary Profit Forecast for the Fiscal Year Revised Upward by 14%

Fri Feb 13, 2026 4:00 pm JST Earnings

6165 PUNCH INDUSTRY CO.,LTD. 【J-GAAP】

Earnings Report

PUNCH INDUSTRY CO.,LTD. <6165> [TSE Std] announced its financial results after the market closed on February 13th (16:00). The consolidated ordinary profit for the cumulative third quarter of the fiscal year ending March 2026 (April to December) expanded 1.79 billion yen, an increase 49.9% compared to the same period last year.

In addition, the full-year forecast for consolidated ordinary profit has been revised upward 14.1%, from the previous forecast of 1.63 billion yen to 1.86 billion yen (compared to 1.61 billion yen in the previous period), increasing the growth rate from 1.1% to 15.3%.

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) has been revised upward 38.7%, from the previous forecast of 0.59 billion yen to 0.82 billion yen (compared to 1.00 billion yen in the same period of the previous year), and the declining rate is expected to decrease from 40.9% to 18.1%.

In the most recent three-month period, from October to December (3Q), the consolidated ordinary profit grew 28.4% from the same period last year, reaching 0.75 billion yen. The operating profit margin improved from 4.7% in the same period last year to 5.8%.

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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 28,699 934 1,164 -793 -32.4 81.9 Feb 9, 2024 J-GAAP
Apr - Dec, 2024 30,282 1,172 1,194 624 24.7 74.0 Feb 13, 2025 J-GAAP
Apr - Dec, 2025 31,460 1,619 1,790 635 23.1 96.2 Feb 13, 2026 J-GAAP
YoY +3.9% +38.1% +49.9% +1.8% -6.6%

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 21,136 601 595 11 0.4 9.41 Nov 12, 2025 J-GAAP
Oct - Mar, 2025 New 21,286 711 825 11 0.4 9.41 Feb 13, 2026 J-GAAP
Revision Rate +0.7% +18.3% +38.7% 0.0% 0.0%

Full Year Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2026 Prev 41,700 1,590 1,630 570 20.7 18.54 Nov 12, 2025 J-GAAP
Mar, 2026 New 41,850 1,700 1,860 570 20.7 18.54 Feb 13, 2026 J-GAAP
Revision Rate +0.4% +6.9% +14.1% 0.0% 0.0%

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 20,833 993 1,007 656 25.4 9.76 May 13, 2025 J-GAAP
Oct - Mar, 2025 Guidance 21,286 711 825 11 0.4 9.41 Feb 13, 2026 J-GAAP
YoY +2.2% -28.4% -18.1% -98.3% -98.4%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 38,344 1,240 1,421 -577 -23.6 19.40 May 14, 2024 J-GAAP
Mar, 2025 40,822 1,685 1,613 868 33.7 19.56 May 13, 2025 J-GAAP
Mar, 2026 Guidance 41,850 1,700 1,860 570 20.7 18.54 Feb 13, 2026 J-GAAP
YoY +2.5% +0.9% +15.3% -34.3% -38.5%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Oct - Dec, 2024 10,293 480 588 412 16.3 4.7 Feb 13, 2025 J-GAAP
Jan - Mar, 2025 10,540 513 419 244 9.5 4.9 May 13, 2025 J-GAAP
Apr - Jun, 2025 10,171 384 338 145 5.3 3.8 Aug 8, 2025 J-GAAP
Jul - Sep, 2025 10,393 605 697 414 15.1 5.8 Nov 12, 2025 J-GAAP
Oct - Dec, 2025 10,896 630 755 76 2.8 5.8 Feb 13, 2026 J-GAAP
YoY +5.9% +31.3% +28.4% -81.6% -83.1%

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