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TADANO, Ordinary Profit Forecast for the Fiscal Year Revised Downward by 30%

Fri Aug 8, 2025 3:00 pm JST Earnings

6395 TADANO LTD. 【J-GAAP】

Earnings Report

TADANO LTD. <6395> [TSE Prime] announced its financial results in the afternoon session on August 8th (15:00). The consolidated ordinary profit for the cumulative second quarter of the fiscal year ending December 2025 (January to June) dropped 41.3% from the same period last year to 6.42 billion yen.

In addition, the full-year forecast for consolidated ordinary profit has decreased 30.0%, from the previous forecast of 20.0 billion yen to 14.0 billion yen (compared to 21.0 billion yen in the previous period), leading to an increase in the profit decline rate from 5.1% to 33.6%.

Based on the first-half performance announced by the company and the full-year plan, our calculation indicates that the consolidated ordinary profit for the July to December period (second half) is expected to decrease 25.3% from the same period last year to 7.57 billion yen.

In the most recent three-month period, from April to June (2Q), the consolidated ordinary profit significantly dropped to 2.27 billion yen, a 63.8% decrease compared to the same period last year. The operating profit margin drastically worsened from 8.4% in the same period last year to 4.1%.

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Actual Results

Accumulated Results 2nd Quarter
Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Progress Rate vs. First Half Announce Accounting Standards
Jan - Jun, 2023 133,267 8,797 7,820 3,250 25.6 47.8 Aug 10, 2023 J-GAAP
Jan - Jun, 2024 141,381 12,283 10,942 5,185 40.9 51.9 Aug 9, 2024 J-GAAP
Jan - Jun, 2025 164,791 8,855 6,426 4,289 33.9 45.9 Aug 8, 2025 J-GAAP
YoY +16.6% -27.9% -41.3% -17.3% -17.0%

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 ー ー ー ー － 18 Feb 14, 2025 J-GAAP
Jan - Jun, 2025 Results 164,791 8,855 6,426 4,289 33.9 18 Aug 8, 2025 J-GAAP
Revision Rate － － － － －

Guidance Update

Full Year Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Dec, 2025 Prev 340,000 24,000 20,000 15,000 118.8 36 Feb 14, 2025 J-GAAP
Dec, 2025 New 355,000 18,000 14,000 15,000 118.8 36 Aug 8, 2025 J-GAAP
Revision Rate +4.4% -25.0% -30.0% 0.0% 0.0%

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 150,119 11,495 10,135 1,457 11.5 13 Feb 14, 2025 J-GAAP
Jul - Dec, 2025 Guidance 190,209 9,145 7,574 10,711 84.8 18 Aug 8, 2025 J-GAAP
YoY +26.7% -20.4% -25.3% +635.1% +639.7%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Dec, 2023 280,266 18,349 16,367 7,773 61.3 19 Feb 14, 2024 J-GAAP
Dec, 2024 291,500 23,778 21,077 6,642 52.3 23 Feb 14, 2025 J-GAAP
Dec, 2025 Guidance 355,000 18,000 14,000 15,000 118.8 36 Aug 8, 2025 J-GAAP
YoY +21.8% -24.3% -33.6% +125.8% +127.2%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Apr - Jun, 2024 78,921 6,658 6,275 3,171 25.0 8.4 Aug 9, 2024 J-GAAP
Jul - Sep, 2024 71,308 7,125 6,194 3,594 28.3 10.0 Nov 11, 2024 J-GAAP
Oct - Dec, 2024 78,811 4,370 3,941 -2,137 -16.8 5.5 Feb 14, 2025 J-GAAP
Jan - Mar, 2025 80,495 5,392 4,155 3,702 29.2 6.7 May 9, 2025 J-GAAP
Apr - Jun, 2025 84,296 3,463 2,271 587 4.6 4.1 Aug 8, 2025 J-GAAP
YoY +6.8% -48.0% -63.8% -81.5% -81.4%

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