TAIYO HOLDINGS, The Current Fiscal Year Ordinary Profit Revised Upward by 3%, Exceeded Record Profit Forecast

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Wed Feb 5, 2025 12:00 pm JST Earnings

4626 TAIYO HOLDINGS CO.,LTD. 【J-GAAP】

Earnings Report

TAIYO HOLDINGS CO.,LTD. <4626> [TSE Prime] announced its financial results at noon (12:00) on February 5th. The consolidated ordinary profit for the cumulative third quarter of the fiscal year ending March 2025 (April to December) increased 28.9% from the same period last year, reaching 17.7 billion yen.

In addition, the full-year consolidated ordinary profit has been revised upward 2.8%, from the previous forecast of 21.1 billion yen to 21.7 billion yen (compared to 17.3 billion yen in the previous period), increasing the growth rate from 21.9% to 25.4%. The company has further increased its previous forecast of record profits for the first time in three years.

Based on the full-year plan announced by the company after the upward revision, our estimate of the consolidated ordinary profit for the October to March period (2H) is expected to increase 6.9%, from the previous forecast of 8.68 billion yen to 9.28 billion yen (compared to 8.65 billion yen in the same period of the previous year), increasing the growth rate from 0.3% to 7.2%.

In the most recent three-month period, from October to December (3Q), the consolidated ordinary profit grew 4.1% from the same period last year, reaching 5.32 billion yen. However, the operating profit margin decreased from 19.2% in the same period last year to 18.2%.

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Actual Results

Accumulated Results 3rd Quarter

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Progress Rate vs. First Half	Announce	Accounting Standards
Apr - Dec, 2022	76,772	14,269	13,910	10,320	184.1	90.0	Feb 10, 2023	J-GAAP
Apr - Dec, 2023	78,040	14,256	13,771	10,196	182.5	79.6	Feb 2, 2024	J-GAAP
Apr - Dec, 2024	90,682	18,020	17,746	12,965	232.0	81.8	Feb 5, 2025	J-GAAP
YoY	+16.2%	+26.4%	+28.9%	+27.2%	+27.1%

Guidance Update

Second Half Update

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Oct - Mar, 2024 Prev	57,801	9,270	8,682	5,291	95.3	40	Nov 6, 2024	J-GAAP
Oct - Mar, 2024 New	58,701	9,870	9,282	5,691	102.5	40	Feb 5, 2025	J-GAAP
Revision Rate	+1.6%	+6.5%	+6.9%	+7.6%	+7.6%

Full Year Update

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Mar, 2025 Prev	117,700	21,700	21,100	14,500	261.2	80	Nov 6, 2024	J-GAAP
Mar, 2025 New	118,600	22,300	21,700	14,900	268.4	80	Feb 5, 2025	J-GAAP
Revision Rate	+0.8%	+2.8%	+2.8%	+2.8%	+2.8%

Current Period Guidance

Second Half Results

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Oct - Mar, 2023	53,668	9,114	8,659	2,422	43.4	42	May 1, 2024	J-GAAP
Oct - Mar, 2024 Guidance	58,701	9,870	9,282	5,691	102.5	40	Feb 5, 2025	J-GAAP
YoY	+9.4%	+8.3%	+7.2%	+135.0%	+136.4%

Current Period Guidance

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Mar, 2023	97,338	15,972	15,462	11,405	203.7	89	May 1, 2023	J-GAAP
Mar, 2024	104,775	18,203	17,310	8,654	154.9	80	May 1, 2024	J-GAAP
Mar, 2025 Guidance	118,600	22,300	21,700	14,900	268.4	80	Feb 5, 2025	J-GAAP
YoY	+13.2%	+22.5%	+25.4%	+72.2%	+73.3%

Quarterly Results

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Operating Profit Margin	Announce	Accounting Standards
Oct - Dec, 2023	26,933	5,167	5,120	3,964	71.0	19.2	Feb 2, 2024	J-GAAP
Jan - Mar, 2024	26,735	3,947	3,539	-1,542	-27.6	14.8	May 1, 2024	J-GAAP
Apr - Jun, 2024	30,854	6,358	6,183	4,605	82.4	20.6	Aug 1, 2024	J-GAAP
Jul - Sep, 2024	29,045	6,072	6,235	4,604	82.3	20.9	Nov 6, 2024	J-GAAP
Oct - Dec, 2024	30,783	5,590	5,328	3,756	67.2	18.2	Feb 5, 2025	J-GAAP
YoY	+14.3%	+8.2%	+4.1%	-5.2%	-5.3%