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SBI Insurance, Ordinary Profit Forecast for the Fiscal Year Revised Upward by 6%, Raises Record High Profit Forecast, Dividend Revised Upward by 5 Yen

Thu Jan 29, 2026 11:30 am JST Revision

7326 SBI Insurance Group Co., Ltd. 【J-GAAP】

Guidance Update Report

SBI Insurance Group Co., Ltd. <7326> [TSE Growth] announced a revision to its performance and dividend at noon (11:30) on January 29th. The consolidated ordinary profit forecast for the fiscal year ending March 2026 has been revised upward 6.4%, from the previous forecast of 11.0 billion yen to 11.7 billion yen (compared to 9.47 billion yen in the previous period), increasing the growth rate from 16.1% to 23.5%, further surpassing the previous forecast of record-high profits for nine consecutive 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 ordinary profit has been revised upward 19.0%, from the previous forecast of 3.69 billion yen to 4.39 billion yen (compared to 4.60 billion yen in the same period of the previous year), and the declining rate is expected to decrease from 19.8% to 4.6%.

In light of the strong performance, the company has increased its planned year-end lump-sum dividend for the current fiscal year from the original plan of 40 yen to 45 yen (compared to 23 yen in the previous period).

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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 61,789 ー 3,693 246 9.9 40 Oct 29, 2025 J-GAAP
Oct - Mar, 2025 New 66,789 ー 4,393 546 22.0 45 Jan 29, 2026 J-GAAP
Revision Rate +8.1% － +19.0% +122.0% +122.0%

Full Year Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2026 Prev 131,000 ー 11,000 2,500 100.7 40 May 8, 2025 J-GAAP
Mar, 2026 New 136,000 ー 11,700 2,800 112.8 45 Jan 29, 2026 J-GAAP
Revision Rate +3.8% － +6.4% +12.0% +12.0%

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 61,101 ー 4,607 362 14.6 23 May 8, 2025 J-GAAP
Oct - Mar, 2025 Guidance 66,789 ー 4,393 546 22.0 45 Jan 29, 2026 J-GAAP
YoY +9.3% － -4.6% +50.8% +50.8%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 109,339 ー 8,236 1,450 58.5 18 May 9, 2024 J-GAAP
Mar, 2025 118,463 ー 9,474 1,988 80.1 23 May 8, 2025 J-GAAP
Mar, 2026 Guidance 136,000 ー 11,700 2,800 112.8 45 Jan 29, 2026 J-GAAP
YoY +14.8% － +23.5% +40.8% +40.8%

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