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7&i, Net Income Forecast for the Fiscal Year Revised Upward by 2%

Thu Jan 8, 2026 3:30 pm JST Earnings

3382 Seven & I Holdings Co.,Ltd. 【J-GAAP】

Earnings Report

Seven & I Holdings Co.,Ltd. <3382> [TSE Prime] announced its financial results after the market closed on January 8th (15:30). The consolidated net income for the cumulative third quarter of the fiscal year ending February 2026 (March to November) surged 3.1 times that of the same period last year, reaching 198 billion yen.

In addition, the full-year forecast for consolidated net income has been revised upward 1.9%, from the previous forecast of 265 billion yen to 270 billion yen (compared to 173 billion yen in the previous period), increasing the growth rate from 53.1% to 56.0%.

Based on the full-year plan announced by the company after the upward revision, our estimate of the consolidated net income for the September to February period (second half) is expected to increase 3.5%, from the previous forecast of 143 billion yen to 148 billion yen (compared to 120 billion yen in the same period of the previous year), increasing the growth rate from 18.5% to 22.7%.

In the most recent three-month period, from September to November (3Q), the consolidated net income surged 6.7 times that of the same period last year, reaching 76.6 billion yen. The operating profit margin improved from 4.2% in the same period last year to 4.8%.

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Actual Results

Accumulated Results 3rd Quarter
Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Progress Rate vs. First Half Announce Accounting Standards
Mar - Nov, 2023 8,580,207 410,019 388,239 182,162 68.7 76.6 Jan 11, 2024 J-GAAP
Mar - Nov, 2024 9,069,591 315,401 281,633 63,630 24.5 75.2 Jan 9, 2025 J-GAAP
Mar - Nov, 2025 8,050,937 325,073 290,152 198,461 79.3 79.3 Jan 8, 2026 J-GAAP
YoY -11.2% +3.1% +3.0% +211.9% +223.9%

Guidance Update

Second Half Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Sep - Feb, 2025 Prev 4,943,363 195,612 179,564 143,198 60.9 25 Oct 9, 2025 J-GAAP
Sep - Feb, 2025 New 4,943,363 195,612 179,564 148,198 63.0 25 Jan 8, 2026 J-GAAP
Revision Rate 0.0% 0.0% 0.0% +3.5% +3.5%

Full Year Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Feb, 2026 Prev 10,560,000 404,000 366,000 265,000 112.7 50 Oct 9, 2025 J-GAAP
Feb, 2026 New 10,560,000 404,000 366,000 270,000 114.9 50 Jan 8, 2026 J-GAAP
Revision Rate 0.0% 0.0% 0.0% +1.9% +1.9%

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 5,937,228 233,995 207,366 120,826 46.5 20 Apr 9, 2025 J-GAAP
Sep - Feb, 2025 Guidance 4,943,363 195,612 179,564 148,198 63.0 25 Jan 8, 2026 J-GAAP
YoY -16.7% -16.4% -13.4% +22.7% +35.5%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Feb, 2024 11,471,753 534,248 507,086 224,623 84.9 37.67 Apr 10, 2024 J-GAAP
Feb, 2025 11,972,762 420,991 374,586 173,068 66.6 40 Apr 9, 2025 J-GAAP
Feb, 2026 Guidance 10,560,000 404,000 366,000 270,000 114.9 50 Jan 8, 2026 J-GAAP
YoY -11.8% -4.0% -2.3% +56.0% +72.4%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Sep - Nov, 2024 3,034,057 128,405 114,413 11,388 4.4 4.2 Jan 9, 2025 J-GAAP
Dec - Feb, 2024 2,903,171 105,590 92,953 109,438 42.1 3.6 Apr 9, 2025 J-GAAP
Mar - May, 2025 2,777,370 65,076 53,281 49,014 19.0 2.3 Jul 10, 2025 J-GAAP
Jun - Aug, 2025 2,839,267 143,312 133,155 72,788 28.6 5.0 Oct 9, 2025 J-GAAP
Sep - Nov, 2025 2,434,300 116,685 103,716 76,659 30.6 4.8 Jan 8, 2026 J-GAAP
YoY -19.8% -9.1% -9.3% +573.2% +599.1%

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