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TACHIKAWA, Net Income Forecast for the Fiscal Year Revised Upward by 7%, Highest in Five Terms, Dividend Revised Upward by 10 Yen
7989 TACHIKAWA CORPORATION 【J-GAAP】
Earnings ReportTACHIKAWA CORPORATION <7989> [TSE Prime] announced its financial results in the afternoon session on August 5th (14:00). The consolidated net income for the cumulative second quarter of the fiscal year ending December 2025 (January to June) increased 12.7% from the same period last year, reaching 1.73 billion yen, resulting in an increase in profits compared to the previous forecast of a 7.1% decrease.
In addition, the full-year forecast for consolidated net income has been revised upward 6.9%, from the previous forecast of 2.90 billion yen to 3.10 billion yen (compared to 2.80 billion yen in the previous period), increasing the growth rate from 3.5% to 10.6%, reaches new record high for the first time in five terms.
Based on the first-half performance announced by the company and the full-year plan, our calculation indicates that the consolidated net income for the July to December period (second half) is expected to grow 8.2% from the same period last year, reaching 1.36 billion yen.
In light of the strong performance, the company has increased its planned annual dividend for the current fiscal year from the original plan of 55 yen to 65 yen (compared to 46 yen in the previous period).
In the most recent three-month period, from April to June (2Q), the consolidated net income grew 12.6% from the same period last year, reaching 0.67 billion yen. However, the operating profit margin worsened from 8.0% in the same period last year to 7.4%.
Kabutan News
Actual Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Progress Rate vs. First Half | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Jan - Jun, 2023 | 20,414 | 2,129 | 2,306 | 1,482 | 77.9 | 53.3 | Aug 2, 2023 | J-GAAP |
| Jan - Jun, 2024 | 20,169 | 2,175 | 2,284 | 1,539 | 83.3 | 52.2 | Aug 1, 2024 | J-GAAP |
| Jan - Jun, 2025 | 20,771 | 2,094 | 2,187 | 1,734 | 86.3 | 47.5 | Aug 5, 2025 | J-GAAP |
| YoY | +3.0% | -3.7% | -4.2% | +12.7% | +3.6% |
First Half Results vs. Previous Guidance
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Jan - Jun, 2025 Guidance | 20,500 | 1,950 | 2,030 | 1,430 | 71.1 | 17 | Feb 12, 2025 | J-GAAP |
| Jan - Jun, 2025 Results | 20,771 | 2,094 | 2,187 | 1,734 | 86.3 | 20 | Aug 5, 2025 | J-GAAP |
| Revision Rate | +1.3% | +7.4% | +7.7% | +21.3% | +21.3% |
Guidance Update
Full Year Update
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Dec, 2025 Prev | 42,800 | 4,400 | 4,600 | 2,900 | 144.3 | 55 | Feb 12, 2025 | J-GAAP |
| Dec, 2025 New | 42,800 | 4,400 | 4,600 | 3,100 | 154.2 | 65 | Aug 5, 2025 | J-GAAP |
| Revision Rate | 0.0% | 0.0% | 0.0% | +6.9% | +6.9% |
Current Period Guidance
Second Half Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Jul - Dec, 2024 | 21,238 | 2,186 | 2,092 | 1,263 | 67.0 | 32 | Feb 12, 2025 | J-GAAP |
| Jul - Dec, 2025 Guidance | 22,029 | 2,306 | 2,413 | 1,366 | 68.0 | 45 | Aug 5, 2025 | J-GAAP |
| YoY | +3.7% | +5.5% | +15.3% | +8.2% | +1.4% |
Current Period Guidance
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Dec, 2023 | 41,305 | 4,046 | 4,327 | 2,708 | 143.2 | 36 | Feb 6, 2024 | J-GAAP |
| Dec, 2024 | 41,407 | 4,361 | 4,376 | 2,802 | 148.6 | 46 | Feb 12, 2025 | J-GAAP |
| Dec, 2025 Guidance | 42,800 | 4,400 | 4,600 | 3,100 | 154.2 | 65 | Aug 5, 2025 | J-GAAP |
| YoY | +3.4% | +0.9% | +5.1% | +10.6% | +3.8% |
Quarterly Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Operating Profit Margin | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Apr - Jun, 2024 | 9,896 | 794 | 873 | 597 | 32.3 | 8.0 | Aug 1, 2024 | J-GAAP |
| Jul - Sep, 2024 | 9,806 | 765 | 680 | 429 | 23.2 | 7.8 | Nov 6, 2024 | J-GAAP |
| Oct - Dec, 2024 | 11,432 | 1,421 | 1,412 | 834 | 44.2 | 12.4 | Feb 12, 2025 | J-GAAP |
| Jan - Mar, 2025 | 10,513 | 1,335 | 1,353 | 1,062 | 52.9 | 12.7 | May 8, 2025 | J-GAAP |
| Apr - Jun, 2025 | 10,258 | 759 | 834 | 672 | 33.4 | 7.4 | Aug 5, 2025 | J-GAAP |
| YoY | +3.7% | -4.4% | -4.5% | +12.6% | +3.5% |
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