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VALUE CREATION, Mar-Nov (Cumulative 3Q) Ordinary Profit Increases by 3.2 times, Sep-Nov Ordinary Profit Increases by 3.3 times
9238 VALUE CREATION CO.,LTD. 【J-GAAP】
Earnings ReportVALUE CREATION CO.,LTD. <9238> [TSE Growth] announced its financial results after the market closed on January 14th (15:30). The ordinary profit (non-consolidated) for the cumulative third quarter of the fiscal year ending February 2026 (March to November) surged 3.2 times that of the same period last year, reaching 186 million yen. Progress toward the full-year plan of 218 million yen was 85.3%, also surpassing progress of 44.3% from the same period of the previous year.
Based on the cumulative third-quarter performance announced by the company and the unchanged full-year plan, our calculation indicates that the ordinary profit for the December to February period (4Q) is expected to significant drop 56.2% from the same period last year to 32 million yen.
In the most recent three-month period, from September to November (3Q), the ordinary profit surged 3.3 times that of the same period last year, reaching 23 million yen. The operating profit margin improved from 1.0% in the same period last year to 2.1%.
Kabutan News
Actual Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Progress Rate vs. First Half | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Mar - Nov, 2023 | 2,171 | 165 | 148 | 93 | 46.8 | 89.2 | Jan 15, 2024 | J-GAAP |
| Mar - Nov, 2024 | 2,611 | 64 | 58 | 33 | 14.4 | 44.3 | Jan 14, 2025 | J-GAAP |
| Mar - Nov, 2025 | 2,751 | 104 | 186 | 121 | 52.7 | 85.3 | Jan 14, 2026 | J-GAAP |
| YoY | +5.4% | +62.5% | +220.7% | +266.7% | +265.3% |
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 | 1,649 | 65 | 80 | 57 | 24.9 | 6.50 | Apr 14, 2025 | J-GAAP |
| Sep - Feb, 2025 Guidance | 2,005 | 109 | 55 | 28 | 12.2 | 7 | Oct 15, 2025 | J-GAAP |
| YoY | +21.6% | +67.7% | -31.3% | -50.9% | -51.0% |
Current Period Guidance
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Feb, 2024 | 2,948 | 172 | 166 | 114 | 55.1 | 6 | Apr 15, 2024 | J-GAAP |
| Feb, 2025 | 3,431 | 121 | 131 | 86 | 37.5 | 6.50 | Apr 14, 2025 | J-GAAP |
| Feb, 2026 Guidance | 3,820 | 193 | 218 | 137 | 59.7 | 9 | Oct 15, 2025 | J-GAAP |
| YoY | +11.3% | +59.5% | +66.4% | +59.3% | +59.0% |
Quarterly Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Operating Profit Margin | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Sep - Nov, 2024 | 829 | 8 | 7 | 4 | 1.8 | 1.0 | Jan 14, 2025 | J-GAAP |
| Dec - Feb, 2024 | 820 | 57 | 73 | 53 | 23.1 | 7.0 | Apr 14, 2025 | J-GAAP |
| Mar - May, 2025 | 938 | 64 | 102 | 64 | 28.2 | 6.8 | Jul 15, 2025 | J-GAAP |
| Jun - Aug, 2025 | 877 | 20 | 61 | 45 | 19.7 | 2.3 | Oct 15, 2025 | J-GAAP |
| Sep - Nov, 2025 | 936 | 20 | 23 | 12 | 5.2 | 2.1 | Jan 14, 2026 | J-GAAP |
| YoY | +12.9% | +150.0% | +228.6% | +200.0% | +198.9% |
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