Retail Partners (8167) Q2 2026 earnings summary

Executive summary

• Revenue for the first half of FY2026 rose 4.7% year-over-year to ¥139,061 million, with operating profit up 7.4% to ¥3,352 million and net profit attributable to shareholders up 12.2% to ¥2,704 million.

• The group advanced its mid-term management plan, focusing on strengthening existing businesses, expanding through M&A, and enhancing operational efficiency.

• ESG initiatives and financial strategies aimed at ROE above 7% and stable cash flow were emphasized.

Financial highlights

• Operating revenue: ¥139,061 million (+4.7% YoY); Operating profit: ¥3,352 million (+7.4% YoY); Ordinary profit: ¥3,952 million (+5.0% YoY); Net profit: ¥2,704 million (+12.2% YoY).

• Comprehensive income surged to ¥3,843 million (+104.1% YoY).

• EPS for the period was ¥63.01, up from ¥56.17 a year earlier.

Outlook and guidance

• Full-year forecast remains unchanged: revenue ¥274,700 million (+3.0% YoY), operating profit ¥7,300 million (+7.0% YoY), net profit ¥5,500 million (+5.2% YoY), EPS ¥128.13.

• Dividend forecast is ¥40 per share for the year.