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TENMAYA STORE, First Half Ordinary Profit Decreases by 12%, Jun-Aug Ordinary Profit Decreases by 12%

Fri Oct 10, 2025 3:30 pm JST Earnings

9846 TENMAYA STORE CO.,LTD. 【J-GAAP】

Earnings Report

TENMAYA STORE CO.,LTD. <9846> [TSE Std] announced its financial results after the market closed on October 10th (15:30). The consolidated ordinary profit for the cumulative second quarter of the fiscal year ending February 2026 (March to August) decreased 12.3% from the same period last year to 1.12 billion yen. Progress toward the full-year plan of 2.45 billion yen was 46.1%, also falling below the five-year average of 49.3%.

Based on the first-half performance announced by the company and the unchanged full-year plan, our calculation indicates that the consolidated ordinary profit for the September to February period (second half) is expected to grow 18.1% from the same period last year, reaching 1.32 billion yen.

In the most recent three-month period, from June to August (2Q), the consolidated ordinary profit decreased to 0.51 billion yen, a 12.3% decrease compared to the same period last year. The operating profit margin worsened from 3.5% in the same period last year to 3.1%.

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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
Mar - Aug, 2023 29,127 956 983 581 50.5 41.2 Oct 4, 2023 J-GAAP
Mar - Aug, 2024 29,400 1,195 1,287 836 72.8 53.5 Oct 9, 2024 J-GAAP
Mar - Aug, 2025 29,545 1,069 1,129 602 52.4 46.1 Oct 10, 2025 J-GAAP
YoY +0.5% -10.5% -12.3% -28.0% -28.0%

First Half Results vs. Previous Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar - Aug, 2025 Guidance 29,500 1,150 1,200 680 59.2 7 Apr 14, 2025 J-GAAP
Mar - Aug, 2025 Results 29,545 1,069 1,129 602 52.4 7 Oct 10, 2025 J-GAAP
Revision Rate +0.2% -7.0% -5.9% -11.5% -11.4%

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 29,280 1,088 1,119 742 64.7 7 Apr 14, 2025 J-GAAP
Sep - Feb, 2025 Guidance 29,655 1,331 1,321 978 85.1 7 Oct 10, 2025 J-GAAP
YoY +1.3% +22.3% +18.1% +31.8% +31.7%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Feb, 2024 58,567 2,277 2,386 1,193 103.8 10 Apr 12, 2024 J-GAAP
Feb, 2025 58,680 2,283 2,406 1,578 137.5 14 Apr 14, 2025 J-GAAP
Feb, 2026 Guidance 59,200 2,400 2,450 1,580 137.5 14 Apr 14, 2025 J-GAAP
YoY +0.9% +5.1% +1.8% +0.1% +0.0%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Jun - Aug, 2024 15,118 529 587 367 32.0 3.5 Oct 9, 2024 J-GAAP
Sep - Nov, 2024 14,234 466 483 298 26.0 3.3 Jan 8, 2025 J-GAAP
Dec - Feb, 2024 15,046 622 636 444 38.7 4.1 Apr 14, 2025 J-GAAP
Mar - May, 2025 14,364 599 614 260 22.6 4.2 Jul 11, 2025 J-GAAP
Jun - Aug, 2025 15,181 470 515 342 29.8 3.1 Oct 10, 2025 J-GAAP
YoY +0.4% -11.2% -12.3% -6.8% -6.8%

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