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TSUBURAYA FIELDS, Ordinary Profit Forecast for the Fiscal Year Revised Upward to an Unexpected 11% Increase, Raises Record High Profit

Fri Oct 31, 2025 3:30 pm JST Earnings

2767 TSUBURAYA FIELDS HOLDINGS INC. 【J-GAAP】

Earnings Report

TSUBURAYA FIELDS HOLDINGS INC. <2767> [TSE Prime] announced its financial results after the market closed on October 31st (15:30). The consolidated ordinary profit for the cumulative second quarter of the fiscal year ending March 2026 (April to September) surged 2.6 times that of the same period last year, reaching 13.9 billion yen.

In addition, the full-year forecast for consolidated ordinary profit has been revised upward 13.7%, from the previous forecast of 16.1 billion yen to 18.3 billion yen (compared to 16.4 billion yen in the previous period), record profits reach two consecutive terms, turning to an 11.2% increase in the consolidated ordinary profit outlook.

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 October to March period (second half) is expected to significant drop 60.5% from the same period last year to 4.39 billion yen.

In the most recent three-month period, from July to September (2Q), the consolidated ordinary profit surged 2.9 times that of the same period last year, reaching 5.90 billion yen. The operating profit margin drastically improved from 7.9% in the same period last year to 14.3%.

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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
Apr - Sep, 2023 67,015 5,370 5,907 4,123 63.0 45.6 Nov 13, 2023 J-GAAP
Apr - Sep, 2024 45,760 4,071 5,330 2,823 45.1 32.4 Nov 14, 2024 J-GAAP
Apr - Sep, 2025 95,953 13,595 13,904 9,552 153.5 76.0 Oct 31, 2025 J-GAAP
YoY +109.7% +233.9% +160.9% +238.4% +240.6%

First Half Results vs. Previous Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Apr - Sep, 2025 Guidance ー ー ー ー － 0 May 13, 2025 J-GAAP
Apr - Sep, 2025 Results 95,953 13,595 13,904 9,552 153.5 0 Oct 31, 2025 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
Mar, 2026 Prev 150,000 16,000 16,100 11,200 180.0 50 May 13, 2025 J-GAAP
Mar, 2026 New 170,000 18,000 18,300 12,800 205.7 50 Oct 31, 2025 J-GAAP
Revision Rate +13.3% +12.5% +13.7% +14.3% +14.3%

Current Period Guidance

Second Half Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Oct - Mar, 2024 94,821 11,224 11,132 8,335 133.6 50 May 13, 2025 J-GAAP
Oct - Mar, 2025 Guidance 74,047 4,405 4,396 3,248 52.2 50 Oct 31, 2025 J-GAAP
YoY -21.9% -60.8% -60.5% -61.0% -60.9%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 141,923 11,827 12,947 11,695 178.8 40 May 14, 2024 J-GAAP
Mar, 2025 140,581 15,295 16,462 11,158 178.8 50 May 13, 2025 J-GAAP
Mar, 2026 Guidance 170,000 18,000 18,300 12,800 205.7 50 Oct 31, 2025 J-GAAP
YoY +20.9% +17.7% +11.2% +14.7% +15.1%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Jul - Sep, 2024 19,584 1,552 2,002 1,127 18.0 7.9 Nov 14, 2024 J-GAAP
Oct - Dec, 2024 52,004 5,319 5,429 3,601 57.7 10.2 Feb 7, 2025 J-GAAP
Jan - Mar, 2025 42,817 5,905 5,703 4,734 75.9 13.8 May 13, 2025 J-GAAP
Apr - Jun, 2025 55,555 7,809 8,001 5,575 89.6 14.1 Jul 30, 2025 J-GAAP
Jul - Sep, 2025 40,398 5,786 5,903 3,977 63.9 14.3 Oct 31, 2025 J-GAAP
YoY +106.3% +272.8% +194.9% +252.9% +255.1%

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