AIMECHATEC, Ordinary Profit Forecast for the Fiscal Year Revised Upward by 98%, Raises Record High Profit Forecast, Dividend Effectively Increased

Fri Feb 13, 2026 3:35 pm JST

AIMECHATEC,Ltd. <6227> [TSE Std] announced its financial results after the market closed on February 13th (15:35). The consolidated ordinary profit for the cumulative second quarter of the fiscal year ending June 2026 (July to December) surged 115 times that of the same period last year, reaching 2.76 billion yen.

In addition, the full-year forecast for consolidated ordinary profit has been revised upward 97.8%, from the previous forecast of 2.27 billion yen to 4.49 billion yen (compared to 1.88 billion yen in the previous period), increasing the growth rate from 20.8% to 2.4 times, further surpassing the previous forecast of record-high profits for two consecutive terms.

Based on the first-half performance announced by the company and the full-year plan, our calculation indicates that the consolidated ordinary profit for the January to June period (second half) is expected to decrease 6.8% from the same period last year to 1.73 billion yen.

At the same time, due to a planned 3-for-1 forward stock split is scheduled for March 31, the year-end lump-sum dividend for the current fiscal year has been revised from the original plan of 50 yen to 17 yen (equivalent to 51 yen before the forward stock split) This effectively represents a 2.0% increase in the annual dividend.

In the most recent three-month period, from October to December (2Q), the consolidated ordinary profit surged 4.2 times that of the same period last year, reaching 2.71 billion yen. The operating profit margin jumped from 12.1% in the same period last year to 24.3%.

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Actual Results

Accumulated Results 2nd Quarter

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Progress Rate vs. First Half	Announce	Accounting Standards
Jul - Dec, 2023	5,283	-389	-433	-292	-52.2	ー	Feb 14, 2024	J-GAAP
Jul - Dec, 2024	7,091	86	24	-766	-124.2	1.3	Feb 14, 2025	J-GAAP
Jul - Dec, 2025	14,615	2,857	2,766	1,864	298.4	61.5	Feb 13, 2026	J-GAAP
YoY	+106.1%	+3,222.1%	+11,425.0%	－	－

First Half Results vs. Previous Guidance

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Jul - Dec, 2025 Guidance	ー	ー	ー	ー	－	0	Aug 8, 2025	J-GAAP
Jul - Dec, 2025 Results	14,615	2,857	2,766	1,864	298.4	0	Feb 13, 2026	J-GAAP
Revision Rate	－	－	－	－	－

Guidance Update

Full Year Update

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Jun, 2026 Prev	25,010	2,509	2,275	1,583	252.5	50	Aug 8, 2025	J-GAAP
Jun, 2026 New	34,312	4,854	4,499	3,078	490.9	51	Feb 13, 2026	J-GAAP
Revision Rate	+37.2%	+93.5%	+97.8%	+94.4%	+94.4%

Current Period Guidance

Second Half Results

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Jan - Jun, 2025	13,914	2,009	1,860	1,103	178.8	45	Aug 8, 2025	J-GAAP
Jan - Jun, 2026 Guidance	19,697	1,997	1,733	1,214	193.6	51	Feb 13, 2026	J-GAAP
YoY	+41.6%	-0.6%	-6.8%	+10.1%	+8.3%

Current Period Guidance

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Jun, 2024	15,421	261	162	111	19.4	45	Aug 8, 2024	J-GAAP
Jun, 2025	21,005	2,095	1,884	337	54.6	45	Aug 8, 2025	J-GAAP
Jun, 2026 Guidance	34,312	4,854	4,499	3,078	490.9	51	Feb 13, 2026	J-GAAP
YoY	+63.4%	+131.7%	+138.8%	+813.4%	+798.7%

Quarterly Results

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Operating Profit Margin	Announce	Accounting Standards
Oct - Dec, 2024	5,597	675	639	-153	-24.8	12.1	Feb 14, 2025	J-GAAP
Jan - Mar, 2025	3,517	101	-2	-5	-0.8	2.9	May 15, 2025	J-GAAP
Apr - Jun, 2025	10,397	1,908	1,862	1,108	179.6	18.4	Aug 8, 2025	J-GAAP
Jul - Sep, 2025	3,263	93	51	39	6.3	2.9	Nov 14, 2025	J-GAAP
Oct - Dec, 2025	11,352	2,764	2,715	1,825	292.2	24.3	Feb 13, 2026	J-GAAP
YoY	+102.8%	+309.5%	+324.9%	－	－