kabutan

Treasure Factory, Ordinary Profit Forecast for the Fiscal Year Revised Upward by 8%, Raises Record High Profit Forecast, Dividend Revised Upward by 1 Yen

Wed Feb 18, 2026 3:30 pm JST Revision

3093 Treasure Factory Co.,LTD. 【J-GAAP】

Guidance Update Report

Treasure Factory Co.,LTD. <3093> [TSE Prime] announced a revision to its performance and dividend after the market closed on February 18th (15:30). The consolidated ordinary profit forecast for the fiscal year ending February 2026 has been revised upward 7.5%, from the previous forecast of 4.44 billion yen to 4.77 billion yen (compared to 4.08 billion yen in the previous period), increasing the growth rate from 8.8% to 17.0%, further surpassing the previous forecast of record-high profits for four consecutive terms.

Based on the upwardly revised full-year plan announced by the company, our calculation indicates that the September to February period (second half) consolidated ordinary profit is expected to increase 13.5%, from the previous forecast of 2.48 billion yen to 2.81 billion yen (compared to 2.32 billion yen in the same period of the previous year), increasing the growth rate from 6.7% to 21.1%.

In light of the strong performance, the company has increased its planned annual dividend for the current fiscal year from the original plan of 39 yen to 40 yen (compared to 36 yen in the previous period).

Kabutan News

Guidance Update

Second Half Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Sep - Feb, 2025 Prev 23,799 2,501 2,481 1,770 75.5 20 Oct 9, 2025 J-GAAP
Sep - Feb, 2025 New 25,899 2,775 2,815 1,903 81.2 21 Feb 18, 2026 J-GAAP
Revision Rate +8.8% +11.0% +13.5% +7.5% +7.5%

Full Year Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Feb, 2026 Prev 46,252 4,420 4,441 3,008 128.3 39 Apr 9, 2025 J-GAAP
Feb, 2026 New 48,352 4,694 4,775 3,141 134.0 40 Feb 18, 2026 J-GAAP
Revision Rate +4.5% +6.2% +7.5% +4.4% +4.4%

Current Period Guidance

Second Half Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Sep - Feb, 2024 22,593 2,290 2,325 1,565 66.8 18 Apr 9, 2025 J-GAAP
Sep - Feb, 2025 Guidance 25,899 2,775 2,815 1,903 81.2 21 Feb 18, 2026 J-GAAP
YoY +14.6% +21.2% +21.1% +21.6% +21.5%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Feb, 2024 34,454 3,348 3,390 2,241 95.9 28 Apr 10, 2024 J-GAAP
Feb, 2025 42,207 4,035 4,082 2,709 115.6 36 Apr 9, 2025 J-GAAP
Feb, 2026 Guidance 48,352 4,694 4,775 3,141 134.0 40 Feb 18, 2026 J-GAAP
YoY +14.6% +16.3% +17.0% +15.9% +15.9%

Related Articles