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Fabrica Holdings, Ordinary Profit Forecast for the Fiscal Year Revised Upward to an Unexpected 8% Increase

Fri Feb 13, 2026 4:30 pm JST Earnings

4193 Fabrica Holdings Co., Ltd. 【J-GAAP】

Earnings Report

Fabrica Holdings Co., Ltd. <4193> [TSE Std] announced its financial results after the market closed on February 13th (16:30). The consolidated ordinary profit for the cumulative third quarter of the fiscal year ending March 2026 (April to December) increased 4.3% from the same period last year, reaching 0.94 billion yen.

In addition, the full-year forecast for consolidated ordinary profit has been revised upward 21.2%, from the previous forecast of 0.99 billion yen to 1.20 billion yen (compared to 1.11 billion yen in the previous period), turning to a 7.5% increase in the consolidated ordinary profit outlook.

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) is expected to increase 54.1%, from the previous forecast of 0.38 billion yen to 0.59 billion yen (compared to 0.54 billion yen in the same period of the previous year), turning to a 9.1% increase in the consolidated ordinary profit outlook.

In the most recent three-month period, from October to December (3Q), the consolidated ordinary profit amounted to 0.33 billion yen, an increase of 1.5% compared to the same period last year. However, the operating profit margin decreased from 13.8% in the same period last year to 12.4%.

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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 5,976 800 813 501 94.1 74.8 Feb 14, 2024 J-GAAP
Apr - Dec, 2024 6,835 898 902 645 120.2 80.8 Feb 13, 2025 J-GAAP
Apr - Dec, 2025 7,696 931 941 572 106.3 78.4 Feb 13, 2026 J-GAAP
YoY +12.6% +3.7% +4.3% -11.3% -11.5%

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 4,746 402 388 208 38.6 19 Nov 13, 2025 J-GAAP
Oct - Mar, 2025 New 5,296 602 598 308 57.2 19 Feb 13, 2026 J-GAAP
Revision Rate +11.6% +49.8% +54.1% +48.1% +48.1%

Full Year Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2026 Prev 9,750 1,000 990 580 107.7 38 May 15, 2025 J-GAAP
Mar, 2026 New 10,300 1,200 1,200 680 126.3 38 Feb 13, 2026 J-GAAP
Revision Rate +5.6% +20.0% +21.2% +17.2% +17.2%

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 4,770 540 548 -66 -12.3 37 May 15, 2025 J-GAAP
Oct - Mar, 2025 Guidance 5,296 602 598 308 57.2 19 Feb 13, 2026 J-GAAP
YoY +11.0% +11.5% +9.1% － －

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 8,162 1,070 1,087 673 125.9 36 May 15, 2024 J-GAAP
Mar, 2025 9,206 1,106 1,116 331 61.8 37 May 15, 2025 J-GAAP
Mar, 2026 Guidance 10,300 1,200 1,200 680 126.3 38 Feb 13, 2026 J-GAAP
YoY +11.9% +8.5% +7.5% +105.4% +104.4%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Oct - Dec, 2024 2,399 332 334 248 46.2 13.8 Feb 13, 2025 J-GAAP
Jan - Mar, 2025 2,371 208 214 -314 -58.6 8.8 May 15, 2025 J-GAAP
Apr - Jun, 2025 2,478 290 290 190 35.5 11.7 Aug 14, 2025 J-GAAP
Jul - Sep, 2025 2,526 308 312 182 33.9 12.2 Nov 13, 2025 J-GAAP
Oct - Dec, 2025 2,692 333 339 200 37.2 12.4 Feb 13, 2026 J-GAAP
YoY +12.2% +0.3% +1.5% -19.4% -19.5%

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