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Presentation materials on financial results6238FURYU CORPORATIONMachinery

Presentation Materials for the Fiscal Year Ending March 2026 Results

For the fiscal year ending March 2026, operating profit increased significantly, driven by growth in the Worldview Business and the impact of price harmonization in the print sticker photo booth business. Meanwhile, revenue, play counts and membership in the Girls Trend Business declined, while the FURYU New Business remained in the red.

Worth reading
75Important
0–100. This measures how worthwhile something is to read, not how good or bad the company is.
Direction
Mixed performance
Direction inferred from the company’s description.
Scale
48.1
Year-on-year increase in operating profit (%)
Wording
Conditional
How definitive the wording is.

Contents of this document

Presentation materials on financial resultsFiscal year ending March 202614 items taken from the company’s own explanation
Financial Results Figures (The key points of this material are explained below)
Net Sales¥44,767 million+101.0%
Operating profit¥3,315 million+148.1%
Ordinary income¥3,302 million+144.8%
Net income¥2,060 million+126.6%
Operating profit margin7.4 %
Results for the three months of the current quarter
Fourth quarter of the fiscal year ended March 2026
Net Sales
¥12,112 million+113.9%
Operating profit
¥403 million+217.4%
Ordinary income
¥410 million+226.6%
Net income
¥188 million+84.9%
Full-year earnings forecast
Fiscal Period CoveredFiscal year ending March 2027
Net Sales
¥48,000 million
Operating profit
¥4,000 million
Ordinary income
¥4,000 million
Net income
¥2,500 million
Worldview Business revenue
¥29,000 million
Girls Trend Business revenue
¥16,000 million
FURYU New Business revenue
¥3,000 million
What the company explained in this material
Breakdown of Factors Affecting the ChangeReasons cited by the Company for the change in the figures.
  • Additional amortization of home video game software¥217 million
    DirectionNegative for profit
  • Recognition of allowance for doubtful accounts¥140 million
    DirectionNegative for profit
  • One-off losses in the fiscal year ending March 2026¥357 million
    DirectionNegative for profit
  • Foreign exchange impact (full year)¥52 million
    DirectionPositive for profit
Assumptions Underlying the Business OutlookThe assumptions used by the company in preparing its forecast.
  • Foreign exchange assumptions¥150 per US$1
  • Annual total play count2,900 10,000 plays
  • Paid Pictlink members (at March 2027)127 10,000 people
  • Foreign exchange sensitivity¥28 million per ¥1
New initiatives
  • Plan to establish a Chinese subsidiary during the first half of FY2026
  • Global rollout of character IP print sticker photo booths
  • Launch of the SUKELU factory print booth for fan activities
  • Anime production by the company’s own studio, フリューピクチャーズ
  • Release of multiple home video game titles, including クライムライト
  • Strategic investments, including M&A, minority investments and the establishment of joint ventures
Key KPIsA metric the company considers important as a management benchmark.
  • Total plays2,787 10,000 plays+94.2%
  • Pictlink members127 10,000 people+92.6%
  • Paid Pictlink members127 10,000 people
  • Free junior-high-school members35 More than 10,000 people
  • Price harmonization progress rate98 %
Segment results
Worldview Business
Net Sales
¥27,707 million+109.3%
Operating profit
¥2,337 million+132.1%
Girls' Trend Business
Net Sales
¥14,388 million+97.1%
Operating profit
¥3,589 million+114.0%
Furyu New Business
Net Sales
¥2,672 million+64.4%
Operating profit
¥-454 million
Medium-term management plan targets
Target fiscal yearFiscal year ending March 2028 / FY2027
ROE15% or higher
Operating profit margin10% or higher
Net Sales60,000
Revenue unit¥ million equivalent (¥60 billion)
Operating profit6,000
Operating profit unit¥ million equivalent (¥6 billion)
Actual results for the fiscal year ending March 2026
ROE8.9%
Operating profit margin7.4%
Net Sales¥44.7 billion
Operating profit¥3.3 billion
Financial targets
ROE
Actual results for the fiscal year ending March 20268.9%
Target for the fiscal year ending March 202815% or higher
Operating profit margin
Actual results for the fiscal year ending March 20267.4%
FY2027 target10% or higher
Market Size / Share
Print sticker photo booth and related business share90%
Estimated CAGR of the Japanese amusement-facility prize game market4%
CAGR of revenue from the company’s crane game prizes30%
Number of stores and locations
Company-operated stores at period-end
34 stores
Number of store openings and closures during the periodClosures of unprofitable stores are mentioned, but the number of openings and closures during the period is Not disclosed
Number of employees
Consolidated
565 people
Standalone
512 people
Capital expenditures
FY2025 actual21 Hundred millions of yen
Three-year plan from the fiscal year ending March 2026 through the fiscal year ending March 2028¥6 billion–¥7 billion
Annual Dividend
Fiscal year ending March 2026
Annual¥40 per share
Forecast for the fiscal year ending March 2027
Annual¥40 per share
Payout ratio
Fiscal year ending March 202651.4 %
Forecast for the fiscal year ending March 202742.4 %
Shareholder return policyPayout ratio of 40% or DOE of 5% as reference metrics
Acquisition of treasury shares
PolicyFlexible Share Repurchases
Contents of this document
ItemDetails
Document typePresentation materials on financial results
Fiscal Period CoveredFiscal year ending March 2026
Net Sales¥44,767 million (YoY +101.0%)
Operating profit¥3,315 million (YoY +148.1%)
Ordinary income¥3,302 million (YoY +144.8%)
Net income¥2,060 million (YoY +126.6%)
Operating profit margin7.4 %
Results for the three months of the current quarterSubject Fourth quarter of the fiscal year ended March 2026 / Net Sales ¥12,112 million (YoY +113.9%) / Operating profit ¥403 million (YoY +217.4%) / Ordinary income ¥410 million (YoY +226.6%) / Net income ¥188 million (YoY +84.9%)
Full-year earnings forecastFiscal Period Covered Fiscal year ending March 2027 / Net Sales ¥48,000 million / Operating profit ¥4,000 million / Ordinary income ¥4,000 million / Net income ¥2,500 million / Worldview Business revenue ¥29,000 million / Girls Trend Business revenue ¥16,000 million / FURYU New Business revenue ¥3,000 million
Segment resultsWorldview Business Net Sales ¥27,707 million (YoY +109.3%) / Operating profit ¥2,337 million (YoY +132.1%) / Girls' Trend Business Net Sales ¥14,388 million (YoY +97.1%) / Operating profit ¥3,589 million (YoY +114.0%) / Furyu New Business Net Sales ¥2,672 million (YoY +64.4%) / Operating profit ¥-454 million
Breakdown of Factors Affecting the ChangeFactors Additional amortization of home video game software / Amount ¥217 million / Direction Negative for profit, Factors Recognition of allowance for doubtful accounts / Amount ¥140 million / Direction Negative for profit, Factors One-off losses in the fiscal year ending March 2026 / Amount ¥357 million / Direction Negative for profit, Factors Foreign exchange impact (full year) / Amount ¥52 million / Direction Positive for profit
Key KPIsTotal plays 2,787 10,000 plays (YoY +94.2%), Pictlink members 127 10,000 people (YoY +92.6%), Paid Pictlink members 127 10,000 people, Free junior-high-school members 35 More than 10,000 people, Price harmonization progress rate 98 %
Number of stores and locationsCompany-operated stores at period-end 34 stores / Number of store openings and closures during the period Closures of unprofitable stores are mentioned, but the number of openings and closures during the period is Not disclosed
Number of employeesConsolidated 565 people / Standalone 512 people
Assumptions Underlying the Business OutlookForeign exchange assumptions ¥150 per US$1, Annual total play count 2,900 10,000 plays, Paid Pictlink members (at March 2027) 127 10,000 people, Foreign exchange sensitivity ¥28 million per ¥1
Medium-term management plan targetsTarget fiscal year Fiscal year ending March 2028 / FY2027 / ROE 15% or higher / Operating profit margin 10% or higher / Net Sales 60,000 / Revenue unit ¥ million equivalent (¥60 billion) / Operating profit 6,000 / Operating profit unit ¥ million equivalent (¥6 billion) / Actual results for the fiscal year ending March 2026 ROE 8.9% / Operating profit margin 7.4% / Net Sales ¥44.7 billion / Operating profit ¥3.3 billion
Financial targetsROE Actual results for the fiscal year ending March 2026 8.9% / Target for the fiscal year ending March 2028 15% or higher / Operating profit margin Actual results for the fiscal year ending March 2026 7.4% / FY2027 target 10% or higher / Equity ratio Not disclosed
Annual DividendFiscal year ending March 2026 Annual ¥40 per share / Forecast for the fiscal year ending March 2027 Annual ¥40 per share / Interim and Year-End Breakdown Not disclosed
Payout ratioFiscal year ending March 2026 51.4 % / Forecast for the fiscal year ending March 2027 42.4 % / Shareholder return policy Payout ratio of 40% or DOE of 5% as reference metrics
Acquisition of treasury sharesPolicy Flexible Share Repurchases / Buyback limit Not disclosed / Acquisition period Not disclosed
Capital expendituresFY2025 actual 21 Hundred millions of yen / Three-year plan from the fiscal year ending March 2026 through the fiscal year ending March 2028 ¥6 billion–¥7 billion
Market Size / SharePrint sticker photo booth and related business share 90% / Estimated CAGR of the Japanese amusement-facility prize game market 4% / CAGR of revenue from the company’s crane game prizes 30%
New initiativesPlan to establish a Chinese subsidiary during the first half of FY2026, Global rollout of character IP print sticker photo booths, Launch of the SUKELU factory print booth for fan activities, Anime production by the company’s own studio, フリューピクチャーズ, Release of multiple home video game titles, including クライムライト, Strategic investments, including M&A, minority investments and the establishment of joint ventures
Items this document does not state (8)
Gross Profit MarginSelling, general and administrative expensesProgress against full-year forecastSelf-assessment against the planUnit price and quantity metricsRisk amount incorporated into the outlookOrders received and order backlogKey points of the Q&A

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.

The company cited strong overseas merchandise sales and high-priced hobby products in the Worldview Business, and higher profit from price harmonization in the Girls Trend Business despite declines in play counts and membership. For the FURYU New Business, it explained one-off losses including ¥217 million in amortization of home video game software and ¥140 million in allowance for doubtful accounts.

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.
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Corrections happenIf the company reissues this disclosure, the page is rebuilt from the corrected version and the revision number moves up.
Presentation Materials for the Fiscal Year Ending March 2026 Results | FURYU CORPORATION (6238) timely disclosure | Komori