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Edge20 Mar 2026
Tetra Pak: The Shape of Innovation
The story of Tetra Pak, the Rausing family, and how a paper tetrahedron gave rise to a company that now delivers almost 180 billion packages a year.
TBS Holdings
TBS Holdings (9401) investor relations material
TBS Holdings Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 earnings summary4 Feb, 2026
Executive summary
Consolidated net sales for the nine months ended December 31, 2025, rose 5.4% YoY to ¥319.3 billion, with operating profit up 11.3% to ¥24.6 billion and profit attributable to owners up 27.4% to ¥55.7 billion.
Media and Content segment drove growth, supported by higher broadcasting and streaming ad revenue.
Lifestyle segment saw robust sales but lower operating profit due to the exclusion of LightUP Shopping Club and higher expenses.
Strategic investments included a $150 million stake in Legendary Entertainment and plans to make Styling Life Holdings a wholly owned subsidiary.
Comprehensive income for the period reached ¥218.4 billion, a significant turnaround from a loss of ¥79.2 billion in the prior year period.
Financial highlights
Q3 FY25 consolidated net sales: ¥319.3 billion (+5.4% YoY); operating profit: ¥24.6 billion (+11.3% YoY); ordinary profit: ¥38.5 billion (+12.8% YoY); profit attributable to owners: ¥55.7 billion (+27.4% YoY).
Media and Content net sales: ¥235.2 billion (+6.8% YoY); operating profit: ¥16.5 billion (+29.9% YoY).
Lifestyle net sales: ¥71.4 billion (+2.0% YoY); operating profit: ¥2.3 billion (-29.8% YoY).
Gross profit increased to ¥109.9 billion from ¥100.8 billion YoY; EPS increased to ¥352.94 from ¥271.26.
Extraordinary income was boosted by a ¥48.9 billion gain on sale of investment securities.
Outlook and guidance
Full-year forecast for fiscal year ending March 31, 2026: net sales of ¥431.0 billion (+6.0% YoY), operating profit of ¥24.0 billion (+23.3%), ordinary profit of ¥37.0 billion (+17.1%), and profit attributable to owners of parent of ¥52.5 billion (+19.5%).
Earnings per share for the full year projected at ¥333.15.
Full-year forecasts for Media and Content segment revised upward; Lifestyle segment revised downward; no change to overall consolidated forecast.
TBS TV’s net sales and all profit categories revised upward; time and spot ad sales forecasts also increased.
No revisions to previously announced forecasts.
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Latest events from TBS Holdings
- Record revenue and higher net income, but operating profit fell and comprehensive income turned negative.9401
Q1 20259 Mar 2026 - Net income surged on investment gains, but comprehensive income turned negative on securities losses.9401Q2 20259 Mar 2026
- Record Q3 revenue and profits, higher forecasts, but comprehensive income turned negative.9401Q3 20259 Mar 2026
- Record sales and profit, but comprehensive income plunged on securities losses; lower net profit seen.9401Q4 20259 Mar 2026
- Q1 FY25 saw strong profit growth, robust streaming gains, and guidance reaffirmed.9401Q1 20269 Mar 2026
- Profits and sales surged, forecasts and dividends raised, driven by strong broadcasting revenue.9401Q2 20269 Mar 2026
Next TBS Holdings earnings date
Q4 202613 May, 2026
TBS Holdings
Next TBS Holdings earnings date
Q4 202613 May, 2026
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