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Treasure Factory, Mar-Nov (Cumulative 3Q) Ordinary Profit Increases by 13%, Sep-Nov Ordinary Profit Increases by 16%
3093 Treasure Factory Co.,LTD. 【J-GAAP】
Earnings ReportTreasure Factory Co.,LTD. <3093> [TSE Prime] announced its financial results after the market closed on January 13th (15:30). The consolidated ordinary profit for the cumulative third quarter of the fiscal year ending February 2026 (March to November) increased 13.4% from the same period last year, reaching 3.41 billion yen. Progress toward the full-year plan of 4.44 billion yen was 76.9%, also surpassing the five-year average of 63.2%.
Based on the cumulative third-quarter performance announced by the company and the unchanged full-year plan, our calculation indicates that the consolidated ordinary profit for the December to February period (4Q) is expected to decrease 4.1% from the same period last year to 1.02 billion yen.
In the most recent three-month period, from September to November (3Q), the consolidated ordinary profit grew 15.9% from the same period last year, reaching 1.45 billion yen. However, the operating profit margin decreased from 11.3% in the same period last year to 11.2%.
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Actual Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Progress Rate vs. First Half | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Mar - Nov, 2023 | 24,873 | 2,475 | 2,509 | 1,600 | 68.6 | 74.0 | Jan 12, 2024 | J-GAAP |
| Mar - Nov, 2024 | 30,515 | 2,982 | 3,011 | 1,958 | 83.6 | 73.8 | Jan 14, 2025 | J-GAAP |
| Mar - Nov, 2025 | 35,198 | 3,346 | 3,414 | 2,247 | 95.9 | 76.9 | Jan 13, 2026 | J-GAAP |
| YoY | +15.3% | +12.2% | +13.4% | +14.8% | +14.7% |
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 | 22,593 | 2,290 | 2,325 | 1,565 | 66.8 | 18 | Apr 9, 2025 | J-GAAP |
| Sep - Feb, 2025 Guidance | 23,799 | 2,501 | 2,481 | 1,770 | 75.5 | 20 | Oct 9, 2025 | J-GAAP |
| YoY | +5.3% | +9.2% | +6.7% | +13.1% | +13.0% |
Current Period Guidance
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Feb, 2024 | 34,454 | 3,348 | 3,390 | 2,241 | 95.9 | 28 | Apr 10, 2024 | J-GAAP |
| Feb, 2025 | 42,207 | 4,035 | 4,082 | 2,709 | 115.6 | 36 | Apr 9, 2025 | J-GAAP |
| Feb, 2026 Guidance | 46,252 | 4,420 | 4,441 | 3,008 | 128.3 | 39 | Apr 9, 2025 | J-GAAP |
| YoY | +9.6% | +9.5% | +8.8% | +11.0% | +11.0% |
Quarterly Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Operating Profit Margin | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Sep - Nov, 2024 | 10,901 | 1,237 | 1,254 | 814 | 34.8 | 11.3 | Jan 14, 2025 | J-GAAP |
| Dec - Feb, 2024 | 11,692 | 1,053 | 1,071 | 751 | 32.1 | 9.0 | Apr 9, 2025 | J-GAAP |
| Mar - May, 2025 | 11,843 | 1,496 | 1,534 | 998 | 42.6 | 12.6 | Jul 9, 2025 | J-GAAP |
| Jun - Aug, 2025 | 10,610 | 423 | 426 | 240 | 10.2 | 4.0 | Oct 9, 2025 | J-GAAP |
| Sep - Nov, 2025 | 12,745 | 1,427 | 1,454 | 1,009 | 43.1 | 11.2 | Jan 13, 2026 | J-GAAP |
| YoY | +16.9% | +15.4% | +15.9% | +24.0% | +23.9% |
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