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TETSUJIN Holdings, Ordinary Profit Forecast for the Fiscal Year Revised Upward by 49%

Tue Jul 15, 2025 3:40 pm JST Earnings

2404 TETSUJIN Holdings,Inc. 【J-GAAP】

Earnings Report

TETSUJIN Holdings,Inc. <2404> [TSE Std] announced its financial results after the market closed on July 15th (15:40). The consolidated ordinary profit for the cumulative third quarter of the fiscal year ending August 2025 (September 2024 to May 2025) surged 19 times that of the same period last year, reaching 260 million yen.

In addition, the full-year forecast for consolidated ordinary profit has been revised upward 49.4%, from the previous forecast of 158 million yen to 236 million yen (compared to 36 million yen in the previous period), increasing the growth rate from 4.4 times to 6.6 times.

Based on the full-year plan announced by the company after the upward revision, our estimate of the consolidated ordinary profit for the March to August period (second half) has been revised upward from an expected loss of 4 million yen to a profit of 74 million yen (compared to a profit of 16 million yen in the same period of the previous year), turning to a profit and leading to a 4.6 times increase in the consolidated ordinary profit outlook.

In the most recent three-month period, from March to May (3Q), the consolidated ordinary profit/loss turned to a profit of 98 million yen (compared to a loss of 6 million yen in the same period last year). The operating profit margin improved from 3.3% in the same period last year to 4.1%.

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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
Sep - May, 2022 4,845 -122 -69 14 1.1 ー Jul 18, 2023 J-GAAP
Sep - May, 2023 5,292 63 14 -14 -1.1 38.9 Jul 16, 2024 J-GAAP
Sep - May, 2024 6,077 220 260 302 22.9 110.2 Jul 15, 2025 J-GAAP
YoY +14.8% +249.2% +1,757.1% － －

Guidance Update

Second Half Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar - Aug, 2025 Prev 3,976 45 -4 -108 -8.2 0 Apr 14, 2025 J-GAAP
Mar - Aug, 2025 New 3,976 70 74 -63 -4.8 0 Jul 15, 2025 J-GAAP
Revision Rate 0.0% +55.6% － +41.7% +41.7%

Full Year Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Aug, 2025 Prev 8,030 182 158 105 7.9 0 Oct 15, 2024 J-GAAP
Aug, 2025 New 8,030 207 236 150 11.3 0 Jul 15, 2025 J-GAAP
Revision Rate 0.0% +13.7% +49.4% +42.9% +42.8%

Current Period Guidance

Second Half Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar - Aug, 2024 3,554 64 16 2 0.2 0 Oct 15, 2024 J-GAAP
Mar - Aug, 2025 Guidance 3,976 70 74 -63 -4.8 0 Jul 15, 2025 J-GAAP
YoY +11.9% +9.4% +362.5% － －

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Aug, 2023 6,592 -83 3 5 0.4 0 Oct 16, 2023 J-GAAP
Aug, 2024 7,069 69 36 4 0.3 0 Oct 15, 2024 J-GAAP
Aug, 2025 Guidance 8,030 207 236 150 11.3 0 Jul 15, 2025 J-GAAP
YoY +13.6% +200.0% +555.6% +3,650.0% +3,670.0%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Mar - May, 2024 1,777 58 -6 -16 -1.3 3.3 Jul 16, 2024 J-GAAP
Jun - Aug, 2024 1,777 6 22 18 1.4 0.3 Oct 15, 2024 J-GAAP
Sep - Nov, 2024 1,820 -83 -46 -56 -4.3 -4.6 Jan 14, 2025 J-GAAP
Dec - Feb, 2024 2,234 220 208 269 20.4 9.8 Apr 14, 2025 J-GAAP
Mar - May, 2025 2,023 83 98 89 6.8 4.1 Jul 15, 2025 J-GAAP
YoY +13.8% +43.1% － － －

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