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Shobunsha, Ordinary Profit Forecast for the Fiscal Year Revised Upward by 23%

Mon Feb 9, 2026 2:00 pm JST Earnings

9475 Shobunsha Holdings,Inc. 【J-GAAP】

Earnings Report

Shobunsha Holdings,Inc. <9475> [TSE Std] announced its financial results in the afternoon session on February 9th (14:00). The consolidated ordinary profit for the cumulative third quarter of the fiscal year ending March 2026 (April to December) surged 3.4 times that of the same period last year, reaching 139 million yen.

In addition, the full-year forecast for consolidated ordinary profit has been revised upward 22.7%, from the previous forecast of 220 million yen to 270 million yen (compared to 298 million yen in the previous period), and the declining rate is expected to decrease from 26.2% to 9.4%.

Based on the full-year plan announced by the company after the upward revision, our estimate of the consolidated ordinary profit for the October to March period (second half) has been revised upward 22.4%, from the previous forecast of 223 million yen to 273 million yen (compared to 390 million yen in the same period of the previous year), and the declining rate is expected to decrease from 42.8% to 30.0%.

In the most recent three-month period, from October to December (3Q), the consolidated ordinary profit grew 6.8% from the same period last year, reaching 142 million yen. The operating profit margin improved from 3.3% in the same period last year to 4.9%.

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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
Apr - Dec, 2023 4,212 44 -42 1,351 74.3 ー Feb 5, 2024 J-GAAP
Apr - Dec, 2024 4,170 -65 41 394 21.7 13.8 Feb 7, 2025 J-GAAP
Apr - Dec, 2025 4,369 11 139 100 5.6 51.5 Feb 9, 2026 J-GAAP
YoY +4.8% － +239.0% -74.6% -74.4%

Guidance Update

Second Half Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Oct - Mar, 2025 Prev 3,806 264 223 102 5.7 － Nov 7, 2025 J-GAAP
Oct - Mar, 2025 New 3,806 314 273 152 8.4 － Feb 9, 2026 J-GAAP
Revision Rate 0.0% +18.9% +22.4% +49.0% +49.4%

Full Year Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2026 Prev 6,650 200 220 50 2.8 － May 15, 2025 J-GAAP
Mar, 2026 New 6,650 250 270 100 5.6 － Feb 9, 2026 J-GAAP
Revision Rate 0.0% +25.0% +22.7% +100.0% +100.4%

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 3,500 301 390 279 15.4 5 May 15, 2025 J-GAAP
Oct - Mar, 2025 Guidance 3,806 314 273 152 8.4 － Feb 9, 2026 J-GAAP
YoY +8.7% +4.3% -30.0% -45.5% -45.1%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 6,410 437 519 1,771 97.4 5 May 15, 2024 J-GAAP
Mar, 2025 6,256 189 298 541 29.8 5 May 15, 2025 J-GAAP
Mar, 2026 Guidance 6,650 250 270 100 5.6 － Feb 9, 2026 J-GAAP
YoY +6.3% +32.3% -9.4% -81.5% -81.4%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Oct - Dec, 2024 1,414 47 133 132 7.3 3.3 Feb 7, 2025 J-GAAP
Jan - Mar, 2025 2,086 254 257 147 8.1 12.2 May 15, 2025 J-GAAP
Apr - Jun, 2025 1,347 -136 -120 -132 -7.3 -10.1 Aug 4, 2025 J-GAAP
Jul - Sep, 2025 1,497 72 117 80 4.4 4.8 Nov 7, 2025 J-GAAP
Oct - Dec, 2025 1,525 75 142 152 8.4 4.9 Feb 9, 2026 J-GAAP
YoY +7.9% +59.6% +6.8% +15.2% +15.9%

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