Komori
Revision of earnings forecasts3536AXAS HOLDINGS CO.,LTD.Retail

Notice Regarding the Recognition of Deferred Income Tax Expense and the Revision of Full-Year Earnings Forecasts for the Fiscal Year Ending August 2026

The full-year consolidated earnings forecast for the fiscal year ending August 2026 has been revised downward. Net sales are expected to decrease by 4.1%, operating profit by 48.2%, ordinary profit by 98.0%, and profit attributable to owners of the parent by 82.5%. In addition, an income tax adjustment expense of ¥101 million is expected to be recorded due to the reversal of a portion of deferred tax assets.

Worth reading
68In focus
0–100. This measures how worthwhile something is to read, not how good or bad the company is.
Direction
Deterioration
Direction inferred from the company’s description.
Scale
98
%
Wording
Avoiding a definitive answer
How definitive the wording is.

Revised forecast

Fiscal year ending August 2026 · Full yearPrevious forecast published 14 October 2025
Net Sales13,172→12,628million
-4.1%
Operating profit432→224million
-48.2%
Ordinary income283→5million
-98.0%
Profit attributable to owners of the parent250→43million
-82.5%
Net income per share8.24→1.45yen and sen
-82.4%

The bar length represents the relative magnitude of change, based on the item that changed the most in this document. The percentage change shown by the dotted line is calculated from the two reported figures because the company did not provide the rate.

Reason for the revision

Net sales are expected to decline due to consumers' perceived inflation and other factors. Profit is expected to decrease due to higher procurement costs, increases in selling, general and administrative expenses, particularly personnel expenses, higher finance costs, and the reversal of a portion of deferred tax assets.

Previous-period resultsNet sales: ¥12,134 million; operating profit: ¥164 million; ordinary profit: ¥3 million; profit attributable to owners of the parent: ¥221 million; basic earnings per share: ¥7.30
Consolidated / non-consolidatedConsolidated
Revised forecast
ItemDetails
Net Sales¥13,172 million → ¥12,628 million(-4.1%)
Operating profit¥432 million → ¥224 million(-48.2%)
Ordinary income¥283 million → ¥5 million(-98.0%)
Profit attributable to owners of the parent¥250 million → ¥43 million(-82.5%)
Net income per share8.24 yen and sen → 1.45 yen and sen
Fiscal Period CoveredFiscal year ending August 2026
Period CoveredFull year
Publication date of previous forecast14 October 2025
Previous-period resultsNet sales: ¥12,134 million; operating profit: ¥164 million; ordinary profit: ¥3 million; profit attributable to owners of the parent: ¥221 million; basic earnings per share: ¥7.30
Reason for the revisionNet sales are expected to decline due to consumers' perceived inflation and other factors. Profit is expected to decrease due to higher procurement costs, increases in selling, general and administrative expenses, particularly personnel expenses, higher finance costs, and the reversal of a portion of deferred tax assets.
Consolidated / non-consolidatedConsolidated
Items this document does not state (2)
Details and amount of extraordinary lossDividend forecast revision

These are items the company does not state in this document. We do not leave them blank, nor fill them in from other sources or by inference.

The reasons the company gives

The company's own explanation, not something inferred from the numbers.

Net sales are expected to decline due to consumers' perceived inflation and other factors. Profit will be weighed down by higher procurement costs, increases in selling, general and administrative expenses, particularly personnel expenses, and higher finance costs resulting from the Bank of Japan's review of its monetary policy. In addition, an income tax adjustment expense will be recorded due to the reversal of a portion of deferred tax assets.

How to read this page

This is not the documentKomori reads the disclosure the company filed and writes this summary. Figures are as stated by the company and are not audited.
Weight is not a verdictIt measures how much this changes what the company had already told the market. It is not a view on the shares.
Corrections happenIf the company reissues this disclosure, the page is rebuilt from the corrected version and the revision number moves up.
Notice Regarding the Recognition of Deferred Income Tax Expense and the Revision of Full-Year Earnings Forecasts for the Fiscal Year Ending August 2026 | AXAS HOLDINGS CO.,LTD. (3536) timely disclosure | Komori