Yondoshi Holdings Raises FY2027 Earnings Forecast on Strong Q1
Yondoshi Holdings Inc. (TSE:8008) has raised its earnings guidance for the fiscal year ending February 2027, citing robust first-quarter performance across its retail and jewelry divisions.
| Item | Before | After | Change | Change % |
|---|---|---|---|---|
| Q2 (Interim) | ||||
| Revenue | JPY 34.5bn | JPY 37.5bn | JPY 3.0bn | 8.7% |
| Operating Profit | JPY 1.8bn | JPY 2.5bn | JPY 0.7bn | 38.9% |
| Ordinary Income | JPY 1.95bn | JPY 2.65bn | JPY 0.7bn | 35.9% |
| Net Profit | JPY 1.15bn | JPY 1.5bn | JPY 0.35bn | 30.4% |
| EPS | JPY 53.56/share | JPY 69.85/share | JPY 16.29/share | 30.4% |
| Full Year | ||||
| Revenue | JPY 72.0bn | JPY 75.0bn | JPY 3.0bn | 4.2% |
| Operating Profit | JPY 3.6bn | JPY 4.3bn | JPY 0.7bn | 19.4% |
| Ordinary Income | JPY 3.9bn | JPY 4.6bn | JPY 0.7bn | 17.9% |
| Net Profit | JPY 2.3bn | JPY 2.65bn | JPY 0.35bn | 15.2% |
| EPS | JPY 107.11/share | JPY 123.40/share | JPY 16.29/share | 15.2% |
The company attributed the upward revision to stronger-than-expected performance across its brand, jewelry, and apparel segments. The jewelry SPA business benefited from merchandise strategy improvements and channel initiatives, while the Rashin division expanded through inventory diversification and duty-free sales growth. Apparel operations also exceeded plans through strengthened partnerships and new store openings. Additionally, a one-time pension plan revision at subsidiary Asty reduced retirement benefit expenses.
The revision signals solid execution of management’s growth strategy. Operating profit growth of 19.4% for the full year demonstrates margin expansion beyond revenue gains, suggesting operational leverage is improving across the portfolio. Investors should monitor whether the company sustains this momentum through the remainder of the fiscal year.
Source: Original filing (TDnet) | 日本語版
This article is for informational purposes only and does not constitute investment advice. Always verify against the original filing.