(Correction) Partial Correction to the Q4 FY2026 Earnings Presentation Materials

Overview of Business Performance

For the fiscal year ending February 2026, consolidated results recorded net sales of ¥98,249 million (YoY +17.0%) and operating income of ¥6,173 million (YoY +270.9%), reflecting significant revenue and profit growth. The Visual Content segment performed strongly with net sales of ¥52,949 million (YoY +21.1%) and operating income of ¥2,519 million (YoY +479.1%). The Theatrical segment also grew with net sales of ¥27,275 million (YoY +14.6%) and returned to profitability with operating income of ¥1,723 million. The Real Estate segment experienced revenue growth with net sales of ¥14,618 million (YoY +4.8%) but recorded a decline in operating income to ¥5,152 million (YoY -11.3%).

Segment Details and Business Activities

In the Visual Content segment, theater operations achieved record-high box office revenues, and diverse film distributions contributed strong hits. Income from video rights licensing and paid broadcasting also supported profitability. The Theatrical segment saw robust demand for Kabuki performances, expanding revenue, with successful shows at venues such as Shinbashi Enbujō and Osaka Shochiku-za. The Real Estate segment maintained its earnings base through strategic leasing and asset value enhancement. In other businesses, the company promoted startup investments and content planning and development, with strong performance in e-commerce channels and the gaming business.