Renaissance,Incorporated Raises H1 Profit Forecast on Sports Club Strength
Renaissance,Incorporated (TSE:2378) has raised its earnings guidance for the six months ending September 30, 2026, citing stronger-than-expected performance in its sports club operations and stable results across other business segments.
| Item | Before | After | Change |
|---|---|---|---|
| Revenue | JPY 33.0bn | JPY 33.0bn | +0.0% |
| Operating Profit | JPY 600M | JPY 700M | +16.7% |
| Ordinary Income | JPY 100M | JPY 250M | +150.0% |
| 親会社株主に帰属する中間純利益 | JPY 50M | JPY 100M | +100.0% |
| 1株当たり中間純利益 | JPY 2.11/share | JPY 4.76/share | +JPY 2.65/share |
The company attributed the upward revision to robust execution of its October 2025 price increase in the sports club business, which has driven higher membership fees. Management noted that operational improvements in the sports club segment have also boosted new member acquisition in April and May, while the home fitness and long-term care and rehabilitation businesses have progressed steadily. These factors combined to lift operating profit by JPY 100M, ordinary income (keijo rieki) by JPY 150M, and net profit attributable to parent shareholders by JPY 50M compared to prior guidance.
The revision signals improving operational leverage in Renaissance’s core sports club business, though management has held full-year guidance unchanged pending visibility on the performance of seven sports club facilities acquired in July 2026. This cautious stance suggests potential for additional guidance adjustments once integration results become clearer. Investors should monitor upcoming quarterly results for sustained momentum in membership growth and pricing power.
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.