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Takashimaya, Net Income Forecast for the Fiscal Year Revised Downward to an Unexpected 67% Decrease

Fri Jan 30, 2026 3:30 pm JST Revision

8233 Takashimaya Company,Limited 【J-GAAP】

Guidance Update Report

Takashimaya Company,Limited <8233> [TSE Prime] announced a performance revision after the market closed on January 30th (15:30). The consolidated net income forecast for the fiscal year ending February 2026 has decreased 67.5%, from the previous forecast of 40.0 billion yen to 13.0 billion yen (compared to 39.5 billion yen in the previous period). This changes the outlook from an anticipated profit increase to a projection of a 67.1% decrease in profit.

Based on the downwardly revised full-year plan announced by the company, our calculation indicates that the September to February period (second half) consolidated net income/loss has been revised downward from an expected profit of 18.7 billion yen to a loss of 8.21 billion yen (compared to a profit of 20.4 billion yen in the same period of the previous year), turning to a loss outlook.

Kabutan News

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 256,038 28,847 30,990 18,781 64.1 17 Oct 14, 2025 J-GAAP
Sep - Feb, 2025 New 256,038 28,847 30,990 -8,219 -28.1 17 Jan 30, 2026 J-GAAP
Revision Rate 0.0% 0.0% 0.0% － －

Full Year Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Feb, 2026 Prev 491,400 52,500 53,000 40,000 136.5 34 Oct 14, 2025 J-GAAP
Feb, 2026 New 491,400 52,500 53,000 13,000 44.4 34 Jan 30, 2026 J-GAAP
Revision Rate 0.0% 0.0% 0.0% -67.5% -67.5%

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 255,060 28,743 30,158 20,447 65.4 13 Apr 14, 2025 J-GAAP
Sep - Feb, 2025 Guidance 256,038 28,847 30,990 -8,219 -28.1 17 Jan 30, 2026 J-GAAP
YoY +0.4% +0.4% +2.8% － －

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Feb, 2024 466,134 45,937 49,199 31,620 100.2 18.50 Apr 12, 2024 J-GAAP
Feb, 2025 498,491 57,503 60,396 39,525 126.3 24.50 Apr 14, 2025 J-GAAP
Feb, 2026 Guidance 491,400 52,500 53,000 13,000 44.4 34 Jan 30, 2026 J-GAAP
YoY -1.4% -8.7% -12.2% -67.1% -64.9%

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