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AEON Fantasy, Ordinary Profit Forecast for Last Fiscal Year Revised Upward by 29%, Exceeded Record Profit Forecast

Mon Apr 6, 2026 3:30 pm JST Revision

4343 AEON Fantasy Co.,LTD. 【J-GAAP】

Guidance Update Report

AEON Fantasy Co.,LTD. <4343> [TSE Prime] announced a performance revision after the market closed on April 6th (15:30). The consolidated ordinary profit forecast for the fiscal year ending February 2026 has been revised upward 28.9%, from the previous forecast of 5.70 billion yen to 7.35 billion yen (compared to 3.44 billion yen in the previous period), increasing the growth rate from 65.7% to 2.1 times. The company has further increased its previous forecast of record profits for the first time in eight years.

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 72.3%, from the previous forecast of 2.28 billion yen to 3.93 billion yen (compared to 1.42 billion yen in the same period of the previous year), increasing the growth rate from 60.0% to 2.8 times.

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 45,576 3,670 2,282 737 37.3 15 Oct 14, 2025 J-GAAP
Sep - Feb, 2025 New 46,666 2,470 3,932 987 49.9 15 Apr 6, 2026 J-GAAP
Revision Rate +2.4% -32.7% +72.3% +33.9% +33.9%

Full Year Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Feb, 2026 Prev 92,200 7,300 5,700 2,500 126.4 15 Apr 11, 2025 J-GAAP
Feb, 2026 New 93,290 6,100 7,350 2,750 139.0 15 Apr 6, 2026 J-GAAP
Revision Rate +1.2% -16.4% +28.9% +10.0% +10.0%

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 43,320 1,474 1,426 -2,189 -110.7 0 Apr 11, 2025 J-GAAP
Sep - Feb, 2025 Guidance 46,666 2,470 3,932 987 49.9 15 Apr 6, 2026 J-GAAP
YoY +7.7% +67.6% +175.7% － －

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Feb, 2024 81,758 3,585 4,488 1,314 66.5 10 Apr 10, 2024 J-GAAP
Feb, 2025 87,240 4,344 3,440 -1,816 -91.9 5 Apr 11, 2025 J-GAAP
Feb, 2026 Guidance 93,290 6,100 7,350 2,750 139.0 15 Apr 6, 2026 J-GAAP
YoY +6.9% +40.4% +113.7% － －

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