Valuence Holdings, Ordinary Profit Forecast for the Fiscal Year Revised Upward by 42%, Exceeded Record Profit Forecast, Dividend Revised Upward by 15 Yen

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Fri Apr 10, 2026 4:00 pm JST Earnings

9270 Valuence Holdings Inc. 【J-GAAP】

Earnings Report

Valuence Holdings Inc. <9270> [TSE Growth] announced its financial results after the market closed on April 10th (16:00). The consolidated ordinary profit for the cumulative second quarter of the fiscal year ending August 2026 (September 2025 to February 2026) surged 5.2 times that of the same period last year, reaching 3.45 billion yen.

In addition, the full-year forecast for consolidated ordinary profit has been revised upward 42.2%, from the previous forecast of 3.70 billion yen to 5.26 billion yen (compared to 1.31 billion yen in the previous period), increasing the growth rate from 2.8 times to 4.0 times. The company has further increased its previous forecast of record profits for the first time in twelve years.

Based on the first-half performance announced by the company and the full-year plan, our calculation indicates that the consolidated ordinary profit for the March to August period (second half) is expected to surge 2.8 times that of the same period last year, reaching 1.80 billion yen.

In light of the strong performance, the company has significantly increased its planned year-end lump-sum dividend for the current fiscal year from the original plan of 30 yen to 45 yen (compared to 10 yen in the previous period).

In the most recent three-month period, from December to February (2Q), the consolidated ordinary profit surged 2.4 times that of the same period last year, reaching 2.00 billion yen. The operating profit margin significantly improved from 3.5% in the same period last year to 7.5%.

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	39,427	-1,052	-1,160	-897	-69.2	ー	Apr 12, 2024	J-GAAP
Sep - Feb, 2024	40,831	698	669	283	21.7	50.9	Apr 11, 2025	J-GAAP
Sep - Feb, 2025	51,970	3,554	3,454	2,252	170.8	65.7	Apr 10, 2026	J-GAAP
YoY	+27.3%	+409.2%	+416.3%	+695.8%	+687.6%

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	－	0	Oct 10, 2025	J-GAAP
Sep - Feb, 2025 Results	51,970	3,554	3,454	2,252	170.8	0	Apr 10, 2026	J-GAAP
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	99,000	4,000	3,700	1,900	144.2	30	Jan 9, 2026	J-GAAP
Aug, 2026 New	106,000	5,500	5,260	3,000	227.7	45	Apr 10, 2026	J-GAAP
Revision Rate	+7.1%	+37.5%	+42.2%	+57.9%	+57.9%

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	44,010	755	646	398	30.4	10	Oct 10, 2025	J-GAAP
Mar - Aug, 2026 Guidance	54,030	1,946	1,806	748	56.8	45	Apr 10, 2026	J-GAAP
YoY	+22.8%	+157.7%	+179.6%	+87.9%	+86.8%

Current Period Guidance

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Aug, 2024	81,468	-426	-764	-1,709	-131.5	0	Oct 11, 2024	J-GAAP
Aug, 2025	84,841	1,453	1,315	681	52.0	10	Oct 10, 2025	J-GAAP
Aug, 2026 Guidance	106,000	5,500	5,260	3,000	227.7	45	Apr 10, 2026	J-GAAP
YoY	+24.9%	+278.5%	+300.0%	+340.5%	+337.9%

Quarterly Results

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Operating Profit Margin	Announce	Accounting Standards
Dec - Feb, 2024	22,008	778	839	543	41.6	3.5	Apr 11, 2025	J-GAAP
Mar - May, 2025	22,267	587	555	249	19.0	2.6	Jul 11, 2025	J-GAAP
Jun - Aug, 2025	21,743	168	91	149	11.4	0.8	Oct 10, 2025	J-GAAP
Sep - Nov, 2025	24,528	1,505	1,448	953	72.5	6.1	Jan 9, 2026	J-GAAP
Dec - Feb, 2025	27,442	2,049	2,006	1,299	98.5	7.5	Apr 10, 2026	J-GAAP
YoY	+24.7%	+163.4%	+139.1%	+139.2%	+136.7%