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PORT, Net Income Forecast for the Fiscal Year Revised Upward by 18%, Raises Record High Profit Forecast

Mon Feb 16, 2026 3:30 pm JST Earnings

7047 PORT INC. 【IFRS】

Earnings Report

PORT INC. <7047> [TSE Growth] announced its financial results (based on IFRS) after the market closed on February 16th (15:30). The consolidated net income for the cumulative third quarter of the fiscal year ending March 2026 (April to December) expanded 2.16 billion yen, an increase 63.9% compared to the same period last year.

In addition, the full-year forecast for consolidated net income has been revised upward 17.6%, from the previous forecast of 2.27 billion yen to 2.67 billion yen (compared to 1.88 billion yen in the previous period), increasing the growth rate from 20.3% to 41.5%, further surpassing the previous forecast of record-high profits for four consecutive terms.

Based on the full-year plan announced by the company after the upward revision, our estimate of the consolidated net income for the October to March period (second half) is expected to increase 39.6%, from the previous forecast of 1.00 billion yen to 1.40 billion yen (compared to 0.92 billion yen in the same period of the previous year), increasing the growth rate from 8.8% to 52.0%.

In the most recent three-month period, from October to December (3Q), the consolidated net income surged 2.5 times that of the same period last year, reaching 0.90 billion yen. The operating profit margin jumped from 11.3% in the same period last year to 18.7%.

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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 10,606 1,602 1,544 980 81.2 71.9 Feb 13, 2024 IFRS
Apr - Dec, 2024 15,153 2,158 2,113 1,320 99.8 72.1 Feb 13, 2025 IFRS
Apr - Dec, 2025 20,191 3,211 3,172 2,163 164.2 79.3 Feb 16, 2026 IFRS
YoY +33.2% +48.8% +50.1% +63.9% +64.4%

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 15,064 1,644 1,605 1,009 77.2 12 Nov 13, 2025 IFRS
Oct - Mar, 2025 New 16,064 2,244 2,155 1,409 107.8 12 Feb 16, 2026 IFRS
Revision Rate +6.6% +36.5% +34.3% +39.6% +39.6%

Full Year Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2026 Prev 28,000 3,500 3,450 2,270 173.7 12 May 14, 2025 IFRS
Mar, 2026 New 29,000 4,100 4,000 2,670 204.3 12 Feb 16, 2026 IFRS
Revision Rate +3.6% +17.1% +15.9% +17.6% +17.6%

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 12,046 1,420 1,393 927 70.0 2.50 May 14, 2025 IFRS
Oct - Mar, 2025 Guidance 16,064 2,244 2,155 1,409 107.8 12 Feb 16, 2026 IFRS
YoY +33.4% +58.0% +54.7% +52.0% +54.0%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 15,580 2,217 2,146 1,456 118.2 2 May 13, 2024 IFRS
Mar, 2025 21,963 2,987 2,932 1,887 142.5 2.50 May 14, 2025 IFRS
Mar, 2026 Guidance 29,000 4,100 4,000 2,670 204.3 12 Feb 16, 2026 IFRS
YoY +32.0% +37.3% +36.4% +41.5% +43.4%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Oct - Dec, 2024 5,236 591 574 360 27.2 11.3 Feb 13, 2025 IFRS
Jan - Mar, 2025 6,810 829 819 567 42.8 12.2 May 14, 2025 IFRS
Apr - Jun, 2025 6,576 830 812 572 43.0 12.6 Aug 12, 2025 IFRS
Jul - Sep, 2025 6,360 1,026 1,033 689 52.1 16.1 Nov 13, 2025 IFRS
Oct - Dec, 2025 7,255 1,355 1,327 902 68.5 18.7 Feb 16, 2026 IFRS
YoY +38.6% +129.3% +131.2% +150.6% +151.4%

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