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Colan Totte, Ordinary Profit Forecast for the Fiscal Year Revised Upward by 11%, Raises Record High Profit Forecast
7792 Colan Totte.Co.,Ltd. 【J-GAAP】
Earnings ReportColan Totte.Co.,Ltd. <7792> [TSE Growth] announced its financial results after the market closed on May 8th (15:30). The ordinary profit (non-consolidated) for the cumulative second quarter of the fiscal year ending September 2026 (October 2025 to March 2026) increased 17.3% from the same period last year, reaching 1.12 billion yen, resulting in an increase in profits compared to the previous forecast of a 16.8% decrease.
In addition, the full-year forecast for ordinary profit has been revised upward 10.5%, from the previous forecast of 1.90 billion yen to 2.10 billion yen (compared to 1.82 billion yen in the previous period), increasing the growth rate from 4.0% to 14.9%, further surpassing the previous forecast of record-high profits for nine consecutive terms.
Based on the first-half performance announced by the company and the full-year plan, our calculation indicates that the ordinary profit for the April to September period (second half) is expected to grow 12.4% from the same period last year, reaching 0.97 billion yen.
In the most recent three-month period, from January to March (2Q), the ordinary profit increased 60.3% from the same period last year, reaching 0.50 billion yen. The operating profit margin rose from 24.2% in the same period last year to 27.6%.
Kabutan News
Actual Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Progress Rate vs. First Half | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Oct - Mar, 2023 | 2,888 | 741 | 742 | 505 | 56.0 | 49.6 | May 10, 2024 | J-GAAP |
| Oct - Mar, 2024 | 3,228 | 945 | 961 | 743 | 82.1 | 52.6 | May 9, 2025 | J-GAAP |
| Oct - Mar, 2025 | 4,330 | 1,117 | 1,127 | 768 | 84.5 | 53.7 | May 8, 2026 | J-GAAP |
| YoY | +34.1% | +18.2% | +17.3% | +3.4% | +3.0% |
First Half Results vs. Previous Guidance
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Oct - Mar, 2025 Guidance | 3,900 | 800 | 800 | 550 | 60.5 | 0 | Nov 7, 2025 | J-GAAP |
| Oct - Mar, 2025 Results | 4,330 | 1,117 | 1,127 | 768 | 84.5 | 0 | May 8, 2026 | J-GAAP |
| Revision Rate | +11.0% | +39.6% | +40.9% | +39.6% | +39.8% |
Guidance Update
Full Year Update
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Sep, 2026 Prev | 8,000 | 1,900 | 1,900 | 1,300 | 142.9 | 44 | Nov 7, 2025 | J-GAAP |
| Sep, 2026 New | 9,000 | 2,100 | 2,100 | 1,400 | 153.9 | 44 | May 8, 2026 | J-GAAP |
| Revision Rate | +12.5% | +10.5% | +10.5% | +7.7% | +7.7% |
Current Period Guidance
Second Half Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Apr - Sep, 2025 | 3,689 | 865 | 866 | 585 | 64.5 | 42 | Nov 7, 2025 | J-GAAP |
| Apr - Sep, 2026 Guidance | 4,670 | 983 | 973 | 632 | 69.5 | 44 | May 8, 2026 | J-GAAP |
| YoY | +26.6% | +13.6% | +12.4% | +8.0% | +7.7% |
Current Period Guidance
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Sep, 2024 | 5,944 | 1,500 | 1,495 | 1,024 | 113.5 | 30 | Nov 8, 2024 | J-GAAP |
| Sep, 2025 | 6,917 | 1,810 | 1,827 | 1,328 | 146.5 | 42 | Nov 7, 2025 | J-GAAP |
| Sep, 2026 Guidance | 9,000 | 2,100 | 2,100 | 1,400 | 153.9 | 44 | May 8, 2026 | J-GAAP |
| YoY | +30.1% | +16.0% | +14.9% | +5.4% | +5.1% |
Quarterly Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Operating Profit Margin | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Jan - Mar, 2025 | 1,333 | 322 | 317 | 218 | 24.1 | 24.2 | May 9, 2025 | J-GAAP |
| Apr - Jun, 2025 | 1,844 | 512 | 509 | 343 | 37.9 | 27.8 | Aug 8, 2025 | J-GAAP |
| Jul - Sep, 2025 | 1,845 | 353 | 357 | 242 | 26.7 | 19.1 | Nov 7, 2025 | J-GAAP |
| Oct - Dec, 2025 | 2,507 | 614 | 619 | 425 | 46.8 | 24.5 | Feb 6, 2026 | J-GAAP |
| Jan - Mar, 2026 | 1,823 | 503 | 508 | 343 | 37.8 | 27.6 | May 8, 2026 | J-GAAP |
| YoY | +36.8% | +56.2% | +60.3% | +57.3% | +56.8% |
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