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RETAIL PARTNERS, First Half Ordinary Profit Increases by 5%

Tue Oct 14, 2025 3:00 pm JST Earnings

8167 RETAIL PARTNERS CO., LTD. 【J-GAAP】

Earnings Report

RETAIL PARTNERS CO., LTD. <8167> [TSE Prime] announced its financial results in the afternoon session on October 14th (15:00). The consolidated ordinary profit for the cumulative second quarter of the fiscal year ending February 2026 (March to August) increased 5.0% from the same period last year, reaching 3.95 billion yen. However, Progress toward the full-year plan of 8.40 billion yen was 47.0%, also falling below the five-year average of 50.3%.

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 September to February period (second half) is expected to grow 5.0% from the same period last year, reaching 4.44 billion yen.

In the most recent three-month period, from June to August (2Q), the consolidated ordinary profit grew 3.6% from the same period last year, reaching 1.85 billion yen. However, the operating profit margin remained almost flat, changing from 2.3% in the same period last year to 2.1%.

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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
Mar - Aug, 2023 124,825 3,377 3,859 2,518 58.6 50.0 Oct 13, 2023 J-GAAP
Mar - Aug, 2024 132,833 3,122 3,764 2,410 56.2 47.1 Oct 15, 2024 J-GAAP
Mar - Aug, 2025 139,061 3,352 3,952 2,704 63.0 47.0 Oct 14, 2025 J-GAAP
YoY +4.7% +7.4% +5.0% +12.2% +12.2%

First Half Results vs. Previous Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar - Aug, 2025 Guidance 136,700 3,300 3,850 2,500 58.2 20 Apr 14, 2025 J-GAAP
Mar - Aug, 2025 Results 139,061 3,352 3,952 2,704 63.0 20 Oct 14, 2025 J-GAAP
Revision Rate +1.7% +1.6% +2.6% +8.2% +8.2%

Current Period Guidance

Second Half Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Sep - Feb, 2024 133,908 3,701 4,235 2,815 65.6 24 Apr 14, 2025 J-GAAP
Sep - Feb, 2025 Guidance 135,639 3,948 4,448 2,796 65.1 20 Oct 14, 2025 J-GAAP
YoY +1.3% +6.7% +5.0% -0.7% -0.7%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Feb, 2024 252,161 6,740 7,725 4,717 109.9 28 Apr 15, 2024 J-GAAP
Feb, 2025 266,741 6,823 7,999 5,225 121.8 38 Apr 14, 2025 J-GAAP
Feb, 2026 Guidance 274,700 7,300 8,400 5,500 128.1 40 Apr 14, 2025 J-GAAP
YoY +3.0% +7.0% +5.0% +5.3% +5.2%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Jun - Aug, 2024 67,757 1,525 1,794 1,139 26.6 2.3 Oct 15, 2024 J-GAAP
Sep - Nov, 2024 66,058 1,405 1,668 1,087 25.3 2.1 Jan 14, 2025 J-GAAP
Dec - Feb, 2024 67,850 2,296 2,567 1,728 40.3 3.4 Apr 14, 2025 J-GAAP
Mar - May, 2025 68,857 1,889 2,093 1,452 33.8 2.7 Jul 15, 2025 J-GAAP
Jun - Aug, 2025 70,204 1,463 1,859 1,252 29.2 2.1 Oct 14, 2025 J-GAAP
YoY +3.6% -4.1% +3.6% +9.9% +9.9%

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