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Tsuruha Holdings (3391) investor relations material
Tsuruha Holdings Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Net sales for 9M FY2/26 reached ¥833,383 million, with operating income at ¥40,595 million and net income attributable to owners at ¥26,976 million, progressing in line with plan.
Existing store sales increased 2.4% YoY, with strong performance in pharmaceuticals and food.
The period reflects a fiscal year-end change, so YoY comparisons use reference values.
78 new stores were opened and 46 closed, resulting in 2,690 directly managed stores at period end.
Major business integration with WELCIA HOLDINGS CO., LTD. was completed, creating the largest drugstore alliance in Japan.
Financial highlights
Gross profit for 9M FY2/26 was ¥250,765 million (30.1% of sales), and net income attributable to owners was ¥26,976 million (3.2% of sales).
Ordinary income totaled ¥40,733 million; comprehensive income was ¥30,743 million.
Basic earnings per share were ¥110.73, post five-for-one stock split.
Extraordinary items included a ¥6.6bn gain on sale of investment securities and a ¥1.9bn provision for loss on store closings.
SG&A expenses ratio improved to 25.2% due to productivity gains and cost controls.
Outlook and guidance
Full-year forecast: consolidated net sales ¥1,453,000 million, operating income ¥63,300 million, net income ¥39,500 million.
Basic earnings per share forecasted at ¥133.66.
Goodwill amortization from WELCIA HD integration: ¥5.5bn; gain on step acquisitions: ¥10.6bn.
Year-end dividend per share revised to ¥23.00, with total annual dividend forecast at ¥20.7bn.
- TimeTickerHeadlineOpen
- 6 FebCPT
2025 results beat guidance; Sun Belt focus, asset sales, and share buybacks drive 2026 strategy. - 6 FebCRI
Q1 2025 saw record revenue, a return to profit, and strategic spin-offs for future growth. - 6 FebCRI
H1 2025 saw a return to profit, record revenues, and strong cash from major space projects. - 6 FebSCW
Q2 2025 revenue up 120% y/y, driven by record Asian contract and backlog growth. - 6 FebSCW
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Q2 2024 revenue up 115% y/y, backlog nearly doubled, driven by major space contracts. - 6 FebSCW
Space segment drives 29% revenue growth, strong backlog and contracts support 2025 outlook. - 6 FebSCW
73% revenue growth, record backlog, and major space contracts drive expansion and investment. - 6 FebPENG
All proposals passed, with no questions raised and results to be filed on Form 8-K. - 6 FebSCW
Q1 2025 revenue surged 97% year-over-year, with strong backlog and new contracts secured.
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