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YAKUODO HOLDINGS, Ordinary Profit Forecast for the Fiscal Year Revised Downward to an Unexpected 7% Decrease

Tue Jan 6, 2026 3:30 pm JST Earnings

7679 YAKUODO HOLDINGS Co., Ltd. 【J-GAAP】

Earnings Report

YAKUODO HOLDINGS Co., Ltd. <7679> [TSE Prime] announced its financial results after the market closed on January 6th (15:30). The consolidated ordinary profit for the cumulative third quarter of the fiscal year ending February 2026 (March to November) was 4.82 billion yen, a 0.4% increase compared to the same period last year.

However, the full-year forecast for consolidated ordinary profit has decreased 11.6%, from the previous forecast of 6.05 billion yen to 5.35 billion yen (compared to 5.77 billion yen in the previous period). This changes the outlook from an anticipated profit increase to a projection of a 7.4% decrease in profit.

Based on the full-year plan announced by the company after the downward revision, our estimate of the consolidated ordinary profit for the September to February period (second half) has decreased 28.3%, from the previous forecast of 2.47 billion yen to 1.77 billion yen (compared to 2.44 billion yen in the same period of the previous year). This changes the outlook from an anticipated profit increase to a projection of a 27.6% decrease in profit.

In the most recent three-month period, from September to November (3Q), the consolidated ordinary profit decreased to 1.24 billion yen, a 15.6% decrease compared to the same period last year. The operating profit margin worsened from 3.7% in the same period last year to 2.9%.

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Actual Results

Accumulated Results 3rd Quarter
Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Progress Rate vs. First Half Announce Accounting Standards
Mar - Nov, 2023 106,857 4,659 4,992 3,351 171.1 88.7 Jan 5, 2024 J-GAAP
Mar - Nov, 2024 114,534 4,574 4,802 3,376 172.3 83.1 Jan 7, 2025 J-GAAP
Mar - Nov, 2025 123,607 4,648 4,820 3,387 173.5 90.1 Jan 6, 2026 J-GAAP
YoY +7.9% +1.6% +0.4% +0.3% +0.7%

Guidance Update

Second Half Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Sep - Feb, 2025 Prev 85,379 2,278 2,473 1,870 96.1 29 Oct 6, 2025 J-GAAP
Sep - Feb, 2025 New 81,082 1,683 1,774 1,328 68.3 29 Jan 6, 2026 J-GAAP
Revision Rate -5.0% -26.1% -28.3% -29.0% -29.0%

Full Year Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Feb, 2026 Prev 168,200 5,750 6,050 4,400 226.2 29 Apr 7, 2025 J-GAAP
Feb, 2026 New 163,903 5,155 5,351 3,858 198.3 29 Jan 6, 2026 J-GAAP
Revision Rate -2.6% -10.3% -11.6% -12.3% -12.3%

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 75,166 2,301 2,449 1,914 97.7 28 Apr 7, 2025 J-GAAP
Sep - Feb, 2025 Guidance 81,082 1,683 1,774 1,328 68.3 29 Jan 6, 2026 J-GAAP
YoY +7.9% -26.9% -27.6% -30.6% -30.1%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Feb, 2024 142,241 5,209 5,625 3,825 195.2 26 Apr 5, 2024 J-GAAP
Feb, 2025 151,957 5,481 5,778 4,275 218.2 28 Apr 7, 2025 J-GAAP
Feb, 2026 Guidance 163,903 5,155 5,351 3,858 198.3 29 Jan 6, 2026 J-GAAP
YoY +7.9% -5.9% -7.4% -9.8% -9.1%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Sep - Nov, 2024 37,743 1,394 1,473 1,015 51.8 3.7 Jan 7, 2025 J-GAAP
Dec - Feb, 2024 37,423 907 976 899 45.9 2.4 Apr 7, 2025 J-GAAP
Mar - May, 2025 39,408 1,506 1,557 1,114 56.9 3.8 Jul 4, 2025 J-GAAP
Jun - Aug, 2025 43,413 1,966 2,020 1,416 72.4 4.5 Oct 6, 2025 J-GAAP
Sep - Nov, 2025 40,786 1,176 1,243 857 43.9 2.9 Jan 6, 2026 J-GAAP
YoY +8.1% -15.6% -15.6% -15.6% -15.3%

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