Pola Orbis Holdings
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Pola Orbis Holdings (4927) investor relations material

Pola Orbis Holdings Q3 2026 earnings summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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Q3 2026 earnings summary9 Nov, 2026

Executive summary

  • 9M FY2026 net sales rose 1.3% YoY to ¥126,672m; operating profit increased 21.3% to ¥14,499m and profit attributable to owners of parent rose 20.0% to ¥9,182m.

  • Excluding FX effects, consolidated sales were flat YoY, while overseas businesses returned to growth.

Financial highlights

  • Gross profit increased to ¥102,567m from ¥101,871m; SG&A declined to ¥88,067m from ¥89,919m.

  • Ordinary profit rose 41.7% YoY to ¥15,908m; comprehensive income was ¥9,026m versus ¥8,172m.

  • FX shifted from a ¥1,067m loss in 9M FY2025 to a ¥1,131m gain in 9M FY2026.

Outlook and guidance

  • FY2026 forecast: net sales ¥173,000m, operating profit ¥17,300m, ordinary profit ¥18,400m and profit attributable to owners of parent ¥9,800m.

  • Ordinary profit and profit attributable to owners forecasts rose from ¥17,300m and ¥9,000m, respectively, following higher FX gains; forecast EPS is ¥44.29.

  • Guidance assumes ¥111 per AUD and ¥23 per CNY; Jurlique aims to achieve profitability in 2026 through cost reductions and controls.

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