Yamada Holdings Co., Ltd.
Notice of Revision to Consolidated Earnings Guidance for the Second Quarter (Interim) of the Fiscal Year Ending March 2027
Revised upward the consolidated earnings guidance for the second quarter of the fiscal year ending March 2027, covering April 1, 2026 to September 30, 2026. Net sales were increased by 18,000 hundred million yen from the previous forecast to 880,000 hundred million yen, operating income to 28,600 million yen, ordinary income to 30,000 million yen, and interim net income attributable to owners of parent to 21,500 million yen. The revisions were driven by increased store traffic, higher demand for air conditioners due to raised energy efficiency standards, progress in the "Kurashi Marugoto" structural reform strategy, and partial progress in asset sale projects. The full-year forecast is under review and will be disclosed on November 6, 2026.
Key Figures
- Net Sales: 880,000 hundred million yen (Previous Forecast 862,000 hundred million yen)
- Operating Income: 28,600 million yen (Previous Forecast 27,500 million yen)
- Ordinary Income: 30,000 million yen (Previous Forecast 28,400 million yen)
AI要約
Revision of Earnings Guidance and Primary Factors
We have revised upward the consolidated earnings guidance for the second quarter of the fiscal year ending March 2027. Net sales, operating income, ordinary income, and interim net income attributable to owners of parent are all expected to exceed the previous forecasts. Primary factors include increased demand for air conditioners associated with raised energy efficiency standards (special demand for air conditioners), increased store traffic, progress in structural reforms under the "Kurashi Marugoto" strategy, and partial progress in asset sale projects. The full-year forecast is currently under review and will be disclosed in the financial summary to be released on November 6.
Outlook and Cautionary Notes
The full-year earnings forecast is not finalized, and actual results may vary depending on future market conditions, sales performance, and the progress of asset sales. This upward revision is based on interim results and assumptions, and the final full-year outlook will be reconfirmed in the financial summary.
Yamada Holdings Co., Ltd.
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