toridori Inc.

9337.T
Software - Application
2026/08/24 Updated
Market Cap: $30.6M (¥4.9B)
Stock Price: $9.27 (¥1,474)
Exchange Rate: 1 USD = ¥158.98

Q2 Financial Results Briefing for the Fiscal Year Ending December 2026

In the second quarter, gross profit increased year over year due to a rise in customers of toridori marketing. However, due to investments in Vooster and the private brand yoin, operating profit declined. We completed the full acquisition of Tridori IS as a subsidiary to strengthen group governance and curb profit leakage. Vooster is expected to begin contributing to results gradually from around fiscal year 2027. Preparations for overseas expansion and domestic sales channel expansion are being advanced.

Importance:
Page Updated: August 24, 2026
IR Disclosure Date: August 24, 2026

Key Figures

  • Year-over-year gross profit increase: +10.7%
  • Operating profit: negative due to temporary costs from Vooster investment and private brand investment
  • Private brand 'yoin' sales contribution beginning (specific figure unknown)

AI要約

Overview of results

The second quarter saw Gross profit grow year over year driven by an increase in toridori marketing customers. Owing to active investments in Vooster and the private brand yoin, operating profit declined. We are advancing the full consolidation of Tridori IS as a subsidiary to strengthen governance as a group. With full consolidation, non-controlling interests are expected to decrease.

Medium- to long-term outlook and measures

Vooster’s business expansion is expected to begin contributing to results gradually after addressing challenges (with contribution from around FY2027). The private brand 'yoin' will broaden domestic and international sales channels, with notable contribution from sales on TikTok Shop. The full subsidiary status of Tridori IS will enhance group agility and drive upsell/cross-sell. Preparations for overseas expansion are underway.

Revenue Trend

Operating Profit Trend

Segment Revenue

Profit Margin Analysis

Forecast vs. Actual

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Tridori Co., Ltd.

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