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JBCC Holdings, First Half Ordinary Profit Increases by 13%, Current Fiscal Year Dividend Revised Upward by 7 Yen

Thu Oct 30, 2025 11:30 am JST Earnings

9889 JBCC Holdings Inc. 【J-GAAP】

Earnings Report

JBCC Holdings Inc. <9889> [TSE Prime] announced its financial results at noon (11:30) on October 30th. The consolidated ordinary profit for the cumulative second quarter of the fiscal year ending March 2026 (April to September) increased 12.9% from the same period last year, reaching 3.74 billion yen. Progress toward the full-year plan of 6.90 billion yen was 54.3%, almost the same as the five-year average of 54.2%.

Based on the first-half performance announced by the company and the unchanged full-year plan, our calculation indicates that the consolidated ordinary profit for the October to March period (second half) is expected to grow 5.3% from the same period last year, reaching 3.15 billion yen.

At the same time, the company has increased its planned annual dividend for the current fiscal year from the original plan of 35 yen to 42 yen (compared to 134 yen before the 4-for-1 forward stock split in the previous period).

In the most recent three-month period, from July to September (2Q), the consolidated ordinary profit grew 11.9% from the same period last year, reaching 1.86 billion yen. The operating profit margin remained almost flat, changing from 9.3% in the same period last year to 9.5%.

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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
Apr - Sep, 2023 32,971 2,282 2,386 1,693 26.9 52.5 Oct 30, 2023 J-GAAP
Apr - Sep, 2024 35,822 3,182 3,321 2,307 37.2 52.6 Oct 31, 2024 J-GAAP
Apr - Sep, 2025 37,461 3,605 3,749 2,506 40.2 54.3 Oct 30, 2025 J-GAAP
YoY +4.6% +13.3% +12.9% +8.6% +8.1%

First Half Results vs. Previous Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Apr - Sep, 2025 Guidance 35,750 3,400 3,450 2,400 38.5 17 May 12, 2025 J-GAAP
Apr - Sep, 2025 Results 37,461 3,605 3,749 2,506 40.2 17 Oct 30, 2025 J-GAAP
Revision Rate +4.8% +6.0% +8.7% +4.4% +4.6%

Guidance Update

Full Year Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2026 Prev 71,500 6,800 6,900 4,800 77.4 35 May 12, 2025 J-GAAP
Mar, 2026 New 71,500 6,800 6,900 4,800 77.4 42 Oct 30, 2025 J-GAAP
Revision Rate 0.0% 0.0% 0.0% 0.0% 0.0%

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 34,046 2,973 2,993 2,296 37.0 20.25 May 12, 2025 J-GAAP
Oct - Mar, 2025 Guidance 34,039 3,195 3,151 2,294 37.0 25 Oct 30, 2025 J-GAAP
YoY 0.0% +7.5% +5.3% -0.1% -0.1%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 65,194 4,422 4,549 3,187 50.9 23.50 May 9, 2024 J-GAAP
Mar, 2025 69,868 6,155 6,314 4,603 74.2 33.50 May 12, 2025 J-GAAP
Mar, 2026 Guidance 71,500 6,800 6,900 4,800 77.4 42 Oct 30, 2025 J-GAAP
YoY +2.3% +10.5% +9.3% +4.3% +4.3%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Jul - Sep, 2024 17,704 1,646 1,663 1,187 19.2 9.3 Oct 31, 2024 J-GAAP
Oct - Dec, 2024 16,571 1,524 1,566 1,066 17.2 9.2 Jan 30, 2025 J-GAAP
Jan - Mar, 2025 17,475 1,449 1,427 1,230 19.8 8.3 May 12, 2025 J-GAAP
Apr - Jun, 2025 18,361 1,783 1,888 1,260 20.3 9.7 Jul 30, 2025 J-GAAP
Jul - Sep, 2025 19,100 1,822 1,861 1,246 20.0 9.5 Oct 30, 2025 J-GAAP
YoY +7.9% +10.7% +11.9% +5.0% +4.4%

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