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AZUMA HOUSE, Ordinary Profit Forecast for the Fiscal Year Revised Downward to an Unexpected 22% Decrease

Fri Feb 13, 2026 3:00 pm JST Earnings

3293 AZUMA HOUSE Co.,Ltd. 【J-GAAP】

Earnings Report

AZUMA HOUSE Co.,Ltd. <3293> [TSE Std] announced its financial results in the afternoon session on February 13th (15:00). The consolidated ordinary profit for the cumulative third quarter of the fiscal year ending March 2026 (April to December) dropped 38.2% from the same period last year to 0.58 billion yen.

In addition, the full-year forecast for consolidated ordinary profit has decreased 23.7%, from the previous forecast of 1.18 billion yen to 0.90 billion yen (compared to 1.15 billion yen in the previous period). This changes the outlook from an anticipated profit increase to a projection of a 21.9% decrease in profit.

Based on the full-year plan announced by the company after the downward revision, our estimate of the consolidated ordinary profit for the October to March period (second half) has decreased 35.0%, from the previous forecast of 0.80 billion yen to 0.52 billion yen (compared to 0.49 billion yen in the same period of the previous year), leading to a reduction in the profit growth rate from 60.3% to 4.2%.

In the most recent three-month period, from October to December (3Q), the consolidated ordinary profit dropped to 0.20 billion yen, a 30.0% decrease compared to the same period last year. The operating profit margin worsened from 9.3% in the same period last year to 8.1%.

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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 9,404 729 702 473 58.8 73.0 Feb 14, 2024 J-GAAP
Apr - Dec, 2024 10,054 1,000 946 640 79.5 82.1 Feb 14, 2025 J-GAAP
Apr - Dec, 2025 7,896 652 585 371 46.2 65.0 Feb 13, 2026 J-GAAP
YoY -21.5% -34.8% -38.2% -42.0% -41.9%

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 7,847 837 800 546 67.8 17.50 Nov 14, 2025 J-GAAP
Oct - Mar, 2025 New 6,357 557 520 362 45.0 17.50 Feb 13, 2026 J-GAAP
Revision Rate -19.0% -33.5% -35.0% -33.7% -33.7%

Full Year Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2026 Prev 12,920 1,260 1,180 784 97.4 35 May 15, 2025 J-GAAP
Mar, 2026 New 11,430 980 900 600 74.5 35 Feb 13, 2026 J-GAAP
Revision Rate -11.5% -22.2% -23.7% -23.5% -23.5%

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 6,594 543 499 320 39.8 17.50 May 15, 2025 J-GAAP
Oct - Mar, 2025 Guidance 6,357 557 520 362 45.0 17.50 Feb 13, 2026 J-GAAP
YoY -3.6% +2.6% +4.2% +13.1% +13.1%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 13,087 1,012 961 797 99.1 35 May 15, 2024 J-GAAP
Mar, 2025 13,279 1,230 1,152 765 95.1 35 May 15, 2025 J-GAAP
Mar, 2026 Guidance 11,430 980 900 600 74.5 35 Feb 13, 2026 J-GAAP
YoY -13.9% -20.3% -21.9% -21.6% -21.6%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Oct - Dec, 2024 3,369 313 293 195 24.2 9.3 Feb 14, 2025 J-GAAP
Jan - Mar, 2025 3,225 230 206 125 15.5 7.1 May 15, 2025 J-GAAP
Apr - Jun, 2025 2,613 242 213 134 16.7 9.3 Aug 8, 2025 J-GAAP
Jul - Sep, 2025 2,460 181 167 104 12.9 7.4 Nov 14, 2025 J-GAAP
Oct - Dec, 2025 2,823 229 205 133 16.6 8.1 Feb 13, 2026 J-GAAP
YoY -16.2% -26.8% -30.0% -31.8% -31.6%

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