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TANSEISHA, Ordinary Profit Forecast for First Half Revised Upward by 43%, Highest in Five Terms, Full Year also Increased, Dividend Revised Upward by 10 Yen

Fri Jun 13, 2025 3:30 pm JST Earnings

9743 TANSEISHA CO.,LTD. 【J-GAAP】

Earnings Report

TANSEISHA CO.,LTD. <9743> [TSE Prime] announced its financial results after the market closed on June 13th (15:30). The consolidated ordinary profit for the first quarter of the fiscal year ending January 2026 (February to April) surged 3.0 times that of the same period last year, reaching 4.57 billion yen.

In addition, the February to July period (first half) consolidated ordinary profit has been revised upward 42.9%, from the previous forecast of 3.50 billion yen to 5.00 billion yen (compared to 2.03 billion yen in the same period of the previous year), increasing the growth rate from 72.0% to 2.5 times, reaches new record high for the first time in five terms.

Following the strong performance in the first half, the full-year forecast for consolidated ordinary profit has been revised upward 24.6%, from the previous forecast of 6.10 billion yen to 7.60 billion yen (compared to 5.31 billion yen in the previous period), increasing the growth rate from 14.7% to 43.0%. The company has further increased its previous forecast of record profits for the first time in six years.

At the same time, the dividend for the first half of this fiscal year has been increased from the original plan of 30 yen to 35 yen, and the dividend for the second half has also been revised upwards from the original plan of 30 yen to 35 yen. The annual dividend will be 70 yen (compared to 45 yen in the previous period).

In the most recent three-month period, from February to April (1Q), the operating profit margin drastically improved from 6.6% in the same period last year to 13.4%.

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Actual Results

Accumulated Results 1st Quarter
Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Progress Rate vs. First Half Announce Accounting Standards
Feb - Apr, 2023 19,716 800 816 545 11.5 58.2 Jun 13, 2023 J-GAAP
Feb - Apr, 2024 22,733 1,497 1,541 1,155 24.3 75.7 Jun 13, 2024 J-GAAP
Feb - Apr, 2025 33,995 4,552 4,571 3,106 65.9 91.4 Jun 13, 2025 J-GAAP
YoY +49.5% +204.1% +196.6% +168.9% +171.0%

Guidance Update

First Half Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Feb - Jul, 2025 Prev 52,000 3,500 3,500 2,500 53.0 30 Mar 17, 2025 J-GAAP
Feb - Jul, 2025 New 54,000 5,000 5,000 3,400 72.1 35 Jun 13, 2025 J-GAAP
Revision Rate +3.8% +42.9% +42.9% +36.0% +36.0%

Full Year Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Jan, 2026 Prev 98,000 6,000 6,100 4,400 93.3 60 Mar 17, 2025 J-GAAP
Jan, 2026 New 100,000 7,500 7,600 5,200 110.3 70 Jun 13, 2025 J-GAAP
Revision Rate +2.0% +25.0% +24.6% +18.2% +18.2%

Current Period Guidance

H1 Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Feb - Jul, 2024 41,024 1,927 2,035 1,484 31.4 15 Sep 13, 2024 J-GAAP
Feb - Jul, 2025 Guidance 54,000 5,000 5,000 3,400 72.1 35 Jun 13, 2025 J-GAAP
YoY +31.6% +159.5% +145.7% +129.1% +129.5%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Jan, 2024 81,200 3,883 3,995 2,771 58.1 30 Mar 15, 2024 J-GAAP
Jan, 2025 91,858 5,147 5,316 3,875 82.2 45 Mar 17, 2025 J-GAAP
Jan, 2026 Guidance 100,000 7,500 7,600 5,200 110.3 70 Jun 13, 2025 J-GAAP
YoY +8.9% +45.7% +43.0% +34.2% +34.2%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Feb - Apr, 2024 22,733 1,497 1,541 1,155 24.3 6.6 Jun 13, 2024 J-GAAP
May - Jul, 2024 18,291 430 494 329 7.0 2.4 Sep 13, 2024 J-GAAP
Aug - Oct, 2024 23,190 1,645 1,682 1,078 22.9 7.1 Dec 13, 2024 J-GAAP
Nov - Jan, 2024 27,644 1,575 1,599 1,313 27.8 5.7 Mar 17, 2025 J-GAAP
Feb - Apr, 2025 33,995 4,552 4,571 3,106 65.9 13.4 Jun 13, 2025 J-GAAP
YoY +49.5% +204.1% +196.6% +168.9% +171.0%

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