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TSUKIJI UOICHIBA, Ordinary Profit Forecast for the Fiscal Year Revised Upward by 10%
8039 TSUKIJI UOICHIBA COMPANY,LIMITED 【J-GAAP】
Earnings ReportTSUKIJI UOICHIBA COMPANY,LIMITED <8039> [TSE Std] announced its financial results after the market closed on February 13th (15:30). The consolidated ordinary profit for the cumulative third quarter of the fiscal year ending March 2026 (April to December) expanded 578 million yen, an increase 98.6% compared to the same period last year.
In addition, the full-year forecast for consolidated ordinary profit has been revised upward 10.4%, from the previous forecast of 480 million yen to 530 million yen (compared to 330 million yen in the previous period), increasing the growth rate from 45.5% to 60.6%.
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 29.4%, from the previous forecast of 170 million yen to 220 million yen (compared to 235 million yen in the same period of the previous year), and the declining rate is expected to decrease from 27.7% to 6.4%.
In the most recent three-month period, from October to December (3Q), the consolidated ordinary profit increased 36.7% from the same period last year, reaching 268 million yen. The operating profit margin improved from 1.0% in the same period last year to 1.3%.
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Actual Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Progress Rate vs. First Half | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Apr - Dec, 2023 | 45,169 | 5 | 48 | 182 | 81.6 | 63.2 | Feb 14, 2024 | J-GAAP |
| Apr - Dec, 2024 | 48,083 | 256 | 291 | 308 | 137.5 | 88.2 | Feb 14, 2025 | J-GAAP |
| Apr - Dec, 2025 | 50,832 | 536 | 578 | 383 | 172.7 | 109.1 | Feb 13, 2026 | J-GAAP |
| YoY | +5.7% | +109.4% | +98.6% | +24.4% | +25.6% |
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 | 32,559 | 205 | 170 | 164 | 73.8 | 35 | Nov 14, 2025 | J-GAAP |
| Oct - Mar, 2025 New | 34,059 | 235 | 220 | 164 | 73.8 | 35 | Feb 13, 2026 | J-GAAP |
| Revision Rate | +4.6% | +14.6% | +29.4% | 0.0% | 0.0% |
Full Year Update
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Mar, 2026 Prev | 63,500 | 480 | 480 | 380 | 170.9 | 35 | May 13, 2025 | J-GAAP |
| Mar, 2026 New | 65,000 | 510 | 530 | 380 | 170.9 | 35 | Feb 13, 2026 | J-GAAP |
| Revision Rate | +2.4% | +6.3% | +10.4% | 0.0% | 0.0% |
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 | 33,142 | 236 | 235 | 213 | 95.4 | 35 | May 13, 2025 | J-GAAP |
| Oct - Mar, 2025 Guidance | 34,059 | 235 | 220 | 164 | 73.8 | 35 | Feb 13, 2026 | J-GAAP |
| YoY | +2.8% | -0.4% | -6.4% | -23.0% | -22.7% |
Current Period Guidance
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Mar, 2024 | 58,701 | 35 | 76 | 204 | 91.1 | 35 | May 14, 2024 | J-GAAP |
| Mar, 2025 | 62,414 | 302 | 330 | 287 | 128.6 | 35 | May 13, 2025 | J-GAAP |
| Mar, 2026 Guidance | 65,000 | 510 | 530 | 380 | 170.9 | 35 | Feb 13, 2026 | J-GAAP |
| YoY | +4.1% | +68.9% | +60.6% | +32.4% | +32.9% |
Quarterly Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Operating Profit Margin | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Oct - Dec, 2024 | 18,811 | 190 | 196 | 234 | 104.4 | 1.0 | Feb 14, 2025 | J-GAAP |
| Jan - Mar, 2025 | 14,331 | 46 | 39 | -21 | -9.4 | 0.3 | May 13, 2025 | J-GAAP |
| Apr - Jun, 2025 | 14,580 | 133 | 176 | 140 | 63.5 | 0.9 | Aug 12, 2025 | J-GAAP |
| Jul - Sep, 2025 | 16,361 | 142 | 134 | 76 | 34.3 | 0.9 | Nov 14, 2025 | J-GAAP |
| Oct - Dec, 2025 | 19,891 | 261 | 268 | 167 | 75.3 | 1.3 | Feb 13, 2026 | J-GAAP |
| YoY | +5.7% | +37.4% | +36.7% | -28.6% | -27.9% |
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