FAST RETAILING, Net Income Forecast for the Fiscal Year Revised Upward by 7%, Raises Record High Profit Forecast, Dividend Revised Upward by 100 Yen

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Thu Apr 9, 2026 3:31 pm JST Earnings

9983 FAST RETAILING CO., LTD. 【IFRS】

Earnings Report

FAST RETAILING CO., LTD. <9983> [TSE Prime] announced its financial results (based on IFRS) after the market closed on April 9th (15:31). The consolidated net income for the cumulative second quarter of the fiscal year ending August 2026 (September 2025 to February 2026) increased 19.6% from the same period last year, reaching 279 billion yen.

In addition, the full-year forecast for consolidated net income has been revised upward 6.7%, from the previous forecast of 450 billion yen to 480 billion yen (compared to 433 billion yen in the previous period), increasing the growth rate from 3.9% to 10.9%, further surpassing the previous forecast of record-high profits for six consecutive terms.

Based on the first-half performance announced by the company and the full-year plan, our calculation indicates that the consolidated net income for the March to August period (second half) is expected to nearly flat at 200 billion yen, up 0.6% from the same period last year.

In light of the strong performance, the company has increased its planned annual dividend for the current fiscal year from the original plan of 540 yen to 640 yen (compared to 500 yen in the previous period).

In the most recent three-month period, from December to February (2Q), the consolidated net income grew 29.8% from the same period last year, reaching 131 billion yen. The operating profit margin rose from 16.4% in the same period last year to 18.5%.

Kabutan News

Actual Results

Accumulated Results 2nd Quarter

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Progress Rate vs. First Half	Announce	Accounting Standards
Sep - Feb, 2023	1,598,999	257,085	299,395	195,912	638.8	53.7	Apr 11, 2024	IFRS
Sep - Feb, 2024	1,790,198	304,217	363,724	233,566	761.4	55.9	Apr 10, 2025	IFRS
Sep - Feb, 2025	2,055,227	400,666	428,805	279,290	910.3	57.9	Apr 9, 2026	IFRS
YoY	+14.8%	+31.7%	+17.9%	+19.6%	+19.6%

First Half Results vs. Previous Guidance

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Sep - Feb, 2025 Guidance	ー	ー	ー	ー	－	270	Jan 8, 2026	IFRS
Sep - Feb, 2025 Results	2,055,227	400,666	428,805	279,290	910.3	320	Apr 9, 2026	IFRS
Revision Rate	－	－	－	－	－

Guidance Update

Full Year Update

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Aug, 2026 Prev	3,800,000	650,000	690,000	450,000	1,466.6	540	Jan 8, 2026	IFRS
Aug, 2026 New	3,900,000	700,000	740,000	480,000	1,564.3	640	Apr 9, 2026	IFRS
Revision Rate	+2.6%	+7.7%	+7.2%	+6.7%	+6.7%

Current Period Guidance

Second Half Results

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Mar - Aug, 2025	1,610,341	260,048	286,850	199,443	650.1	260	Oct 9, 2025	IFRS
Mar - Aug, 2026 Guidance	1,844,773	299,334	311,195	200,710	654.1	320	Apr 9, 2026	IFRS
YoY	+14.6%	+15.1%	+8.5%	+0.6%	+0.6%

Current Period Guidance

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Aug, 2024	3,103,836	500,904	557,201	371,999	1,212.9	400	Oct 10, 2024	IFRS
Aug, 2025	3,400,539	564,265	650,574	433,009	1,411.4	500	Oct 9, 2025	IFRS
Aug, 2026 Guidance	3,900,000	700,000	740,000	480,000	1,564.3	640	Apr 9, 2026	IFRS
YoY	+14.7%	+24.1%	+13.7%	+10.9%	+10.8%

Quarterly Results

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Operating Profit Margin	Announce	Accounting Standards
Dec - Feb, 2024	895,006	146,661	167,111	101,603	331.2	16.4	Apr 10, 2025	IFRS
Mar - May, 2025	826,510	146,735	156,782	105,533	344.0	17.8	Jul 10, 2025	IFRS
Jun - Aug, 2025	783,831	113,313	130,068	93,910	306.1	14.5	Oct 9, 2025	IFRS
Sep - Nov, 2025	1,027,745	210,914	226,667	147,445	480.6	20.5	Jan 8, 2026	IFRS
Dec - Feb, 2025	1,027,482	189,752	202,138	131,845	429.7	18.5	Apr 9, 2026	IFRS
YoY	+14.8%	+29.4%	+21.0%	+29.8%	+29.7%