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ECONACH, Apr-Dec (Cumulative 3Q) Ordinary Profit Decreases by 4%, Oct-Dec Ordinary Profit Decreases by 6%

Thu Feb 12, 2026 4:00 pm JST Earnings

3521 THERMAE-YU HOLDINGS CO.,LTD. 【J-GAAP】

Earnings Report

THERMAE-YU HOLDINGS CO.,LTD. <3521> [TSE Std] announced its financial results after the market closed on February 12th (16:00). The consolidated ordinary profit for the cumulative third quarter of the fiscal year ending March 2026 (April to December) decreased 4.4% from the same period last year to 237 million yen. Progress toward the full-year plan of 370 million yen was 64.1%, also falling below the same period of the previous year of 73.2%.

Based on the cumulative third-quarter performance announced by the company and the unchanged full-year plan, our calculation indicates that the consolidated ordinary profit for the January to March period (4Q) is expected to expand 46.2% from the same period last year, reaching 133 million yen.

In the most recent three-month period, from October to December (3Q), the consolidated ordinary profit decreased to 109 million yen, a 6.0% decrease compared to the same period last year. The operating profit margin significantly dropped from 21.5% in the same period last year to 14.2%.

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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 1,396 109 105 38 1.4 57.4 Feb 8, 2024 J-GAAP
Apr - Dec, 2024 1,503 251 248 154 5.8 73.2 Feb 6, 2025 J-GAAP
Apr - Dec, 2025 1,999 237 237 126 4.8 64.1 Feb 12, 2026 J-GAAP
YoY +33.0% -5.6% -4.4% -18.2% -18.2%

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 1,020 207 207 110 4.2 5 May 13, 2025 J-GAAP
Oct - Mar, 2025 Guidance 1,519 247 242 178 6.7 5 Nov 13, 2025 J-GAAP
YoY +48.9% +19.3% +16.9% +61.8% +61.4%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 1,892 188 183 96 3.6 0 May 14, 2024 J-GAAP
Mar, 2025 1,980 341 339 191 7.2 5 May 13, 2025 J-GAAP
Mar, 2026 Guidance 2,750 375 370 235 8.9 5 Jul 17, 2025 J-GAAP
YoY +38.9% +10.0% +9.1% +23.0% +22.7%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Oct - Dec, 2024 543 117 116 73 2.8 21.5 Feb 6, 2025 J-GAAP
Jan - Mar, 2025 477 90 91 37 1.4 18.9 May 13, 2025 J-GAAP
Apr - Jun, 2025 491 67 67 23 0.9 13.6 Aug 8, 2025 J-GAAP
Jul - Sep, 2025 740 61 61 34 1.3 8.2 Nov 13, 2025 J-GAAP
Oct - Dec, 2025 768 109 109 69 2.6 14.2 Feb 12, 2026 J-GAAP
YoY +41.4% -6.8% -6.0% -5.5% -5.4%

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