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Japan Logistics Fund, Ordinary Profit Forecast for the Fiscal Year Revised Upward to an Unexpected 2% Increase, Distribution Revised Upward by 215 Yen
8967 Japan Logistics Fund,Inc.
Guidance Update ReportJapan Logistics Fund,Inc. <8967> [TSE REIT] announced a revision to its performance and dividend after the market closed on May 27th (15:30). The ordinary profit forecast for the fiscal year ending July 2026 has been revised upward 19.9%, from the previous forecast of 5.46 billion yen to 6.54 billion yen (compared to 6.40 billion yen in the previous period), turning to a 2.2% increase in the ordinary profit outlook.
In light of the strong performance, the company has increased its planned distribution for the current fiscal year from the original plan of 2150 yen to 2365 yen (compared to 2300 yen in the previous period).
Kabutan News
Guidance Update
Full Year Update
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Jul, 2026 Prev | 10,934 | 5,994 | 5,461 | 5,460 | 1,988.4 | 2,150 | Mar 17, 2026 | J-GAAP |
| Jul, 2026 New | 11,943 | 7,073 | 6,549 | 6,548 | 2,384.7 | 2,365 | May 27, 2026 | J-GAAP |
| Revision Rate | +9.2% | +18.0% | +19.9% | +19.9% | +19.9% |
Current Period Guidance
Current Period Guidance
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Jul, 2025 | 11,651 | 6,541 | 6,100 | 6,099 | 2,214.0 | 2,150 | Sep 12, 2025 | J-GAAP |
| Jan, 2026 | 11,933 | 6,874 | 6,407 | 6,406 | 2,332.0 | 2,300 | Mar 17, 2026 | J-GAAP |
| Jul, 2026 Guidance | 11,943 | 7,073 | 6,549 | 6,548 | 2,384.7 | 2,365 | May 27, 2026 | J-GAAP |
| YoY | +0.1% | +2.9% | +2.2% | +2.2% | +2.3% |
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