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SBI Shinsei Bank, Net Income Forecast for Last Fiscal Year Revised Upward by 13%, Highest in Twenty Six Terms, Dividend Revised Upward by 8 Yen

Thu Apr 23, 2026 11:30 am JST Revision

8303 SBI Shinsei Bank,Limited 【J-GAAP】

Guidance Update Report

SBI Shinsei Bank,Limited <8303> [TSE Prime] announced a revision to its performance and dividend at noon (11:30) on April 23rd. The consolidated net income forecast for the fiscal year ending March 2026 has been revised upward 13.0%, from the previous forecast of 100 billion yen to 113 billion yen (compared to 84.4 billion yen in the previous period), increasing the growth rate from 18.3% to 33.7%, reaches new record high for the first time in twenty six terms.

Based on the upwardly revised full-year plan announced by the company, our calculation indicates that the October to March period (second half) consolidated net income is expected to increase 42.4%, from the previous forecast of 30.6 billion yen to 43.6 billion yen (compared to 40.1 billion yen in the same period of the previous year), turning to an 8.8% increase in the consolidated net income outlook.

In light of the strong performance, the company has increased its planned year-end lump-sum dividend for the last fiscal year from the original plan of 34 yen to 42 yen (compared to 40000000 yen before the 14000000-for-1 forward stock split in the previous period).

Kabutan News

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 30,634M 34.5 34 Dec 17, 2025 J-GAAP
Oct - Mar, 2025 New 43,634M 53.0 42 Apr 23, 2026 J-GAAP
Revision Rate +42.4% +53.3%
Full Year Update
Fiscal Year Revenue Operating
Profit
Ordinary
Profit
Net
Profit
Adj.
EPS
Adj.
Dividend
Announce Accounting
Standards
Mar, 2026 Prev 100,000M 112.7 34 Dec 17, 2025 J-GAAP
Mar, 2026 New 113,000M 137.2 42 Apr 23, 2026 J-GAAP
Revision Rate +13.0% +21.7%

Current Period Guidance

Current Period Guidance
Fiscal Year Revenue Operating
Profit
Ordinary
Profit
Net
Profit
Adj.
EPS
Adj.
Dividend
Announce Accounting
Standards
Mar, 2022
373,328M 28,299M 20,385M 22.1 2.86 May 13, 2022 J-GAAP
Mar, 2023
421,853M 52,136M 42,771M 46.3 2.86 May 12, 2023 J-GAAP
Guidance
Mar, 2026
113,000M 137.2 42 Apr 23, 2026 J-GAAP
YoY +164.2% +196.2%