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IZUTSUYA, Ordinary Profit Forecast for the Fiscal Year Revised Downward by 43%

Wed Jan 14, 2026 3:30 pm JST Earnings

8260 IZUTSUYA CO.,LTD. 【J-GAAP】

Earnings Report

IZUTSUYA CO.,LTD. <8260> [TSE Std] announced its financial results after the market closed on January 14th (15:30). The consolidated ordinary profit for the cumulative third quarter of the fiscal year ending February 2026 (March to November) significantly dropped 83.2% from the same period last year to 42 million yen.

In addition, the full-year forecast for consolidated ordinary profit has decreased 42.9%, from the previous forecast of 700 million yen to 400 million yen (compared to 741 million yen in the previous period), leading to an increase in the profit decline rate from 5.5% to 46.0%.

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 54.5%, from the previous forecast of 550 million yen to 250 million yen (compared to 556 million yen in the same period of the previous year), leading to an increase in the profit decline rate from 1.1% to 55.0%.

In the most recent three-month period, from September to November (3Q), the consolidated ordinary profit/loss turned to a loss of 108 million yen (compared to a profit of 65 million yen in the same period last year). The operating profit/loss margin worsened from 1.3% in the same period last year to -1.3%.

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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 16,181 527 464 444 39.0 49.0 Jan 10, 2024 J-GAAP
Mar - Nov, 2024 15,994 500 250 230 20.4 33.7 Jan 14, 2025 J-GAAP
Mar - Nov, 2025 15,299 144 42 42 3.8 10.5 Jan 14, 2026 J-GAAP
YoY -4.3% -71.2% -83.2% -81.7% -81.2%

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 11,890 693 550 553 49.8 6 Oct 10, 2025 J-GAAP
Sep - Feb, 2025 New 10,990 393 250 253 22.8 6 Jan 14, 2026 J-GAAP
Revision Rate -7.6% -43.3% -54.5% -54.2% -54.2%

Full Year Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Feb, 2026 Prev 22,400 900 700 700 63.0 6 Apr 10, 2025 J-GAAP
Feb, 2026 New 21,500 600 400 400 36.0 6 Jan 14, 2026 J-GAAP
Revision Rate -4.0% -33.3% -42.9% -42.9% -42.9%

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 11,230 606 556 798 70.6 6 Apr 10, 2025 J-GAAP
Sep - Feb, 2025 Guidance 10,990 393 250 253 22.8 6 Jan 14, 2026 J-GAAP
YoY -2.1% -35.1% -55.0% -68.3% -67.8%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Feb, 2024 22,521 998 947 966 85.0 5 Apr 10, 2024 J-GAAP
Feb, 2025 22,158 1,040 741 999 88.4 6 Apr 10, 2025 J-GAAP
Feb, 2026 Guidance 21,500 600 400 400 36.0 6 Jan 14, 2026 J-GAAP
YoY -3.0% -42.3% -46.0% -60.0% -59.3%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Sep - Nov, 2024 5,066 66 65 29 2.6 1.3 Jan 14, 2025 J-GAAP
Dec - Feb, 2024 6,164 540 491 769 68.1 8.8 Apr 10, 2025 J-GAAP
Mar - May, 2025 5,103 121 96 115 10.3 2.4 Jul 10, 2025 J-GAAP
Jun - Aug, 2025 5,407 86 54 32 2.9 1.6 Oct 10, 2025 J-GAAP
Sep - Nov, 2025 4,789 -63 -108 -105 -9.6 -1.3 Jan 14, 2026 J-GAAP
YoY -5.5% － － － －

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