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Tsuruha Holdings (3391) investor relations material
Tsuruha Holdings Q2 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2026 earnings summary14 Oct, 2025
Executive summary
Net sales for the first half of FY2026 reached ¥557.8 billion, with operating profit at ¥28.4 billion and net profit at ¥20.4 billion, driven by strong pharmaceuticals, food, and dispensing pharmacy growth, and effective SG&A cost control.
Existing store sales increased 2.1% year-over-year, with notable growth in dispensing pharmacy and food, though cosmetics and OTC drugs underperformed.
53 new stores opened and 35 closed, resulting in a net increase of 18 stores and 2,676 directly managed stores at period-end.
Ongoing preparations for business integration with WELCIA HOLDINGS and AEON, with a vision announcement in December and new mid-term plan in April.
Net profit was boosted by gains from the sale of investment securities.
Financial highlights
Gross profit margin was 30.3% for the quarter, with gross profit at ¥168,782 million.
Operating profit margin improved to 5.1% for the half-year and 5.6% for the latest quarter.
SG&A ratio improved to 25.2%, down 0.8 points year-over-year.
Extraordinary items included a ¥6.6 billion gain on sale of investment securities and a ¥1.6 billion provision for store closures.
Net income attributable to owners was ¥20,365 million, with basic EPS of ¥83.64 (post-stock split basis).
Outlook and guidance
Integration with WELCIA HOLDINGS and AEON is scheduled, with a vision announcement in December and a new mid-term plan in April.
Full-year consolidated earnings and year-end dividend forecasts remain undetermined due to the pending impact of the business integration.
Financial targets and synergy effects will be disclosed after a thorough review at the full-year results.
Impact of Welcia integration goodwill on forecast?
How are PB sales and dispensing expanding?
Explain H1 actual results vs. forecast.
When will goodwill status allow numerical targets?
Elaborate on new private brand and strategic vision
Clarify 'invisible aspects' causing concern
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Next Tsuruha Holdings earnings date
Q3 20268 Jan, 2026
Next Tsuruha Holdings earnings date
Q3 20268 Jan, 2026
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Frequently asked questions
Tsuruha Holdings Inc. is a Japanese company operating a large chain of drugstores across Japan and parts of Asia. The company provides a wide range of products, including pharmaceuticals, health and wellness items, beauty and personal care products, household goods, and everyday essentials. Tsuruha Holdings also offers in-store healthcare services, such as pharmaceutical consultations, to support customer wellness. With a focus on convenience, the company operates stores in urban and suburban locations, providing easy access to health and lifestyle products. The company is headquartered in Sapporo, Japan, and its shares are listed on the Tokyo Stock Exchange.
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