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MATSUDA SANGYO, Ordinary Profit Forecast for the Fiscal Year Revised Upward by 30%, Exceeded Record Profit Forecast

Fri Feb 13, 2026 4:00 pm JST Earnings

7456 MATSUDA SANGYO Co.,Ltd. 【J-GAAP】

Earnings Report

MATSUDA SANGYO Co.,Ltd. <7456> [TSE Prime] 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 15.8 billion yen, an increase 37.3% compared to the same period last year.

In addition, the full-year forecast for consolidated ordinary profit has been revised upward 29.6%, from the previous forecast of 16.2 billion yen to 21.0 billion yen (compared to 13.5 billion yen in the previous period), increasing the growth rate from 19.8% to 55.3%. The company has further increased its previous forecast of record profits for the first time in three 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 61.9%, from the previous forecast of 7.75 billion yen to 12.5 billion yen (compared to 6.94 billion yen in the same period of the previous year), increasing the growth rate from 11.8% to 80.9%.

In the most recent three-month period, from October to December (3Q), the consolidated ordinary profit increased 49.3% from the same period last year, reaching 7.36 billion yen. The operating profit margin remained almost flat, changing from 3.6% in the same period last year to 3.6%.

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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 271,388 7,181 7,960 5,343 205.3 75.4 Feb 9, 2024 J-GAAP
Apr - Dec, 2024 348,657 10,856 11,513 8,086 312.0 85.1 Feb 13, 2025 J-GAAP
Apr - Dec, 2025 477,927 14,969 15,804 11,124 429.9 75.3 Feb 13, 2026 J-GAAP
YoY +37.1% +37.9% +37.3% +37.6% +37.8%

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 261,752 7,339 7,759 5,413 209.5 50 Nov 12, 2025 J-GAAP
Oct - Mar, 2025 New 361,752 11,939 12,559 8,613 333.3 50 Feb 13, 2026 J-GAAP
Revision Rate +38.2% +62.7% +61.9% +59.1% +59.1%

Full Year Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2026 Prev 550,000 15,400 16,200 11,500 445.0 100 Nov 4, 2025 J-GAAP
Mar, 2026 New 650,000 20,000 21,000 14,700 568.8 100 Feb 13, 2026 J-GAAP
Revision Rate +18.2% +29.9% +29.6% +27.8% +27.8%

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 246,671 6,398 6,943 4,834 186.5 40 May 9, 2025 J-GAAP
Oct - Mar, 2025 Guidance 361,752 11,939 12,559 8,613 333.3 50 Feb 13, 2026 J-GAAP
YoY +46.7% +86.6% +80.9% +78.2% +78.7%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 360,527 9,356 10,551 7,286 280.2 60 May 13, 2024 J-GAAP
Mar, 2025 468,841 12,676 13,523 9,456 364.9 75 May 9, 2025 J-GAAP
Mar, 2026 Guidance 650,000 20,000 21,000 14,700 568.8 100 Feb 13, 2026 J-GAAP
YoY +38.6% +57.8% +55.3% +55.5% +55.9%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Oct - Dec, 2024 126,487 4,578 4,933 3,464 133.7 3.6 Feb 13, 2025 J-GAAP
Jan - Mar, 2025 120,184 1,820 2,010 1,370 52.9 1.5 May 9, 2025 J-GAAP
Apr - Jun, 2025 146,627 3,743 3,962 3,012 116.2 2.6 Aug 8, 2025 J-GAAP
Jul - Sep, 2025 141,621 4,318 4,479 3,075 118.7 3.0 Nov 12, 2025 J-GAAP
Oct - Dec, 2025 189,679 6,908 7,363 5,037 194.6 3.6 Feb 13, 2026 J-GAAP
YoY +50.0% +50.9% +49.3% +45.4% +45.6%

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