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Valuence Holdings, Ordinary Profit Forecast for the Fiscal Year Revised Upward by 2.2 times, Highest in Twelve Terms, Dividend Revised Upward by 15 Yen

Fri Jan 9, 2026 4:00 pm JST Earnings

9270 Valuence Holdings Inc. 【J-GAAP】

Earnings Report

Valuence Holdings Inc. <9270> [TSE Growth] announced its financial results after the market closed on January 9th (16:00). The consolidated ordinary profit/loss for the first quarter of the fiscal year ending August 2026 (September to November) turned into a profit of 1.44 billion yen (compared to a loss of 0.17 billion yen in the same period last year).

In addition, the full-year forecast for consolidated ordinary profit has been revised upward 2.2 times, from the previous forecast of 1.67 billion yen to 3.70 billion yen (compared to 1.31 billion yen in the previous period), increasing the growth rate from 27.0% to 2.8 times, reaches new record high for the first time in twelve terms.

In light of the strong performance, the company has significantly increased its planned year-end lump-sum dividend for the current fiscal year from the original plan of 15 yen to 30 yen (compared to 10 yen in the previous period).

In the most recent three-month period, from September to November (1Q), the operating profit/loss margin drastically improved from -0.4% in the same period last year to 6.1%.

Kabutan News

Actual Performance and Financial Trends

Accumulated Results 1st Quarter
Fiscal Year Revenue Operating
Profit
Ordinary
Profit
Net
Profit
Adj.
EPS
Progress Rate
vs. First Half
Announce Accounting
Standards
Sep - Nov, 2023
19,689M -436M -474M -404M -31.3 Jan 12, 2024 J-GAAP
Sep - Nov, 2024
18,823M -80M -170M -260M -20.0 Jan 10, 2025 J-GAAP
Sep - Nov, 2025
24,528M 1,505M 1,448M 953M 72.5 Jan 9, 2026 J-GAAP
YoY +30.3%

Guidance Update

Full Year Update
Fiscal Year Revenue Operating
Profit
Ordinary
Profit
Net
Profit
Adj.
EPS
Adj.
Dividend
Announce Accounting
Standards
Aug, 2026 Prev 93,500M 1,900M 1,670M 730M 55.4 15 Oct 10, 2025 J-GAAP
Aug, 2026 New 99,000M 4,000M 3,700M 1,900M 144.2 30 Jan 9, 2026 J-GAAP
Revision Rate +5.9% +110.5% +121.6% +160.3% +160.3%

Current Period Guidance

First Half Results
Fiscal Year Revenue Operating
Profit
Ordinary
Profit
Net
Profit
Adj.
EPS
Adj.
Dividend
Announce Accounting
Standards
Sep - Feb, 2024
40,831M 698M 669M 283M 21.7 0 Apr 11, 2025 J-GAAP
Guidance
Sep - Feb, 2025
0 Oct 10, 2025 J-GAAP
YoY
Current Period Guidance
Fiscal Year Revenue Operating
Profit
Ordinary
Profit
Net
Profit
Adj.
EPS
Adj.
Dividend
Announce Accounting
Standards
Aug, 2024
81,468M -426M -764M -1,709M -131.5 0 Oct 11, 2024 J-GAAP
Aug, 2025
84,841M 1,453M 1,315M 681M 52.0 10 Oct 10, 2025 J-GAAP
Guidance
Aug, 2026
99,000M 4,000M 3,700M 1,900M 144.2 30 Jan 9, 2026 J-GAAP
YoY +16.7% +175.3% +181.4% +179.0% +177.2%

Quarterly Results

Fiscal Year Revenue Operating
Profit
Ordinary
Profit
Net
Profit
Adj.
EPS
Operating
Profit Margin
Announce Accounting
Standards
Sep - Nov, 2024
18,823M -80M -170M -260M -20.0 -0.4 Jan 10, 2025 J-GAAP
Dec - Feb, 2024
22,008M 778M 839M 543M 41.6 3.5 Apr 11, 2025 J-GAAP
Mar - May, 2025
22,267M 587M 555M 249M 19.0 2.6 Jul 11, 2025 J-GAAP
Jun - Aug, 2025
21,743M 168M 91M 149M 11.4 0.8 Oct 10, 2025 J-GAAP
Sep - Nov, 2025
24,528M 1,505M 1,448M 953M 72.5 6.1 Jan 9, 2026 J-GAAP
YoY +30.3%