T&D Holdings, The Current Fiscal Year Ordinary Profit Revised Upward by 6%, Highest in Ten Terms

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Fri Feb 14, 2025 2:00 pm JST Earnings

8795 T&D Holdings, Inc. 【J-GAAP】

Earnings Report

T&D Holdings, Inc. <8795> [TSE Prime] announced its financial results in the afternoon session on February 14th (14:00). The consolidated ordinary profit for the cumulative third quarter of the fiscal year ending March 2025 (April to December) expanded 177 billion yen, an increase 63.6% compared to the same period last year.

In addition, the full-year consolidated ordinary profit has been revised upward 5.6%, from the previous forecast of 180 billion yen to 190 billion yen (compared to 159 billion yen in the previous period), increasing the growth rate from 12.6% to 18.9%, reaches new record high for the first time in ten terms.

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) has been revised upward 13.1%, from the previous forecast of 76.1 billion yen to 86.1 billion yen (compared to 89 billion yen in the same period of the previous year), and the declining rate is expected to decrease from 14.5% to 3.2%.

In the most recent three-month period, from October to December (3Q), the consolidated ordinary profit increased 95.0% from the same period last year, reaching 73.9 billion yen.

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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	2,120,702	ー	-120,960	-167,592	-300.1	ー	Feb 14, 2023	J-GAAP
Apr - Dec, 2023	2,362,279	ー	108,702	64,809	119.5	68.0	Feb 14, 2024	J-GAAP
Apr - Dec, 2024	2,529,843	ー	177,803	119,140	226.9	93.6	Feb 14, 2025	J-GAAP
YoY	+7.1%	－	+63.6%	+83.8%	+89.8%

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	901,010	ー	76,158	38,591	75.1	40	Nov 14, 2024	J-GAAP
Oct - Mar, 2024 New	1,921,010	ー	86,158	51,591	100.5	40	Feb 14, 2025	J-GAAP
Revision Rate	+113.2%	－	+13.1%	+33.7%	+33.7%

Full Year Update

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Mar, 2025 Prev	2,560,000	ー	180,000	104,000	202.5	80	May 15, 2024	J-GAAP
Mar, 2025 New	3,580,000	ー	190,000	117,000	227.8	80	Feb 14, 2025	J-GAAP
Revision Rate	+39.8%	－	+5.6%	+12.5%	+12.5%

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	1,707,971	ー	89,031	55,736	103.3	35	May 15, 2024	J-GAAP
Oct - Mar, 2024 Guidance	1,921,010	ー	86,158	51,591	100.5	40	Feb 14, 2025	J-GAAP
YoY	+12.5%	－	-3.2%	-7.4%	-2.8%

Current Period Guidance

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Mar, 2023	3,214,110	ー	-74,144	-132,150	-237.3	62	May 15, 2023	J-GAAP
Mar, 2024	3,207,991	ー	159,809	98,777	183.1	70	May 15, 2024	J-GAAP
Mar, 2025 Guidance	3,580,000	ー	190,000	117,000	227.8	80	Feb 14, 2025	J-GAAP
YoY	+11.6%	－	+18.9%	+18.4%	+24.4%

Quarterly Results

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Operating Profit Margin	Announce	Accounting Standards
Oct - Dec, 2023	862,259	ー	37,924	21,768	40.2	0.0	Feb 14, 2024	J-GAAP
Jan - Mar, 2024	845,712	ー	51,107	33,968	63.0	0.0	May 15, 2024	J-GAAP
Apr - Jun, 2024	952,954	ー	56,224	34,186	64.6	0.0	Aug 9, 2024	J-GAAP
Jul - Sep, 2024	706,036	ー	47,618	31,223	59.2	0.0	Nov 14, 2024	J-GAAP
Oct - Dec, 2024	870,853	ー	73,961	53,731	102.3	0.0	Feb 14, 2025	J-GAAP
YoY	+1.0%	－	+95.0%	+146.8%	+154.8%