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TVE, Net Income Forecast for the Fiscal Year Revised Upward by 50%

Fri Aug 8, 2025 4:00 pm JST Earnings

6466 TVE Co., Ltd. 【J-GAAP】

Earnings Report

TVE Co., Ltd. <6466> [TSE Std] announced its financial results after the market closed on August 8th (16:00). The consolidated net income for the cumulative third quarter of the fiscal year ending September 2025 (October 2024 to June 2025) decreased 29.8% from the same period last year to 562 million yen.

However, the full-year forecast for consolidated net income has been revised upward 50.0%, from the previous forecast of 400 million yen to 600 million yen (compared to 721 million yen in the previous period), and the declining rate is expected to decrease from 44.5% to 16.8%.

Based on the full-year plan announced by the company after the upward revision, our estimate of the consolidated net income for the April to September period (second half) is expected to increase 90.9%, from the previous forecast of 220 million yen to 420 million yen (compared to 183 million yen in the same period of the previous year), increasing the growth rate from 20.2% to 2.3 times.

In the most recent three-month period, from April to June (3Q), the consolidated net income increased 45.2% from the same period last year, reaching 382 million yen. However, the operating profit margin decreased from 13.0% in the same period last year to 12.6%.

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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
Oct - Jun, 2022 6,685 284 332 215 92.2 61.7 Aug 9, 2023 J-GAAP
Oct - Jun, 2023 8,466 1,129 1,222 801 342.4 107.8 Aug 9, 2024 J-GAAP
Oct - Jun, 2024 7,405 530 639 562 239.9 98.3 Aug 8, 2025 J-GAAP
YoY -12.5% -53.1% -47.7% -29.8% -29.9%

Guidance Update

Second Half Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Apr - Sep, 2025 Prev 5,275 409 383 220 93.8 20 May 12, 2025 J-GAAP
Apr - Sep, 2025 New 5,275 409 383 420 179.0 20 Aug 8, 2025 J-GAAP
Revision Rate 0.0% 0.0% 0.0% +90.9% +90.9%

Full Year Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Sep, 2025 Prev 10,000 600 650 400 170.5 40 Nov 13, 2024 J-GAAP
Sep, 2025 New 10,000 600 650 600 255.8 40 Aug 8, 2025 J-GAAP
Revision Rate 0.0% 0.0% 0.0% +50.0% +50.0%

Current Period Guidance

Second Half Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Apr - Sep, 2024 5,778 290 327 183 78.3 40 Nov 13, 2024 J-GAAP
Apr - Sep, 2025 Guidance 5,275 409 383 420 179.0 20 Aug 8, 2025 J-GAAP
YoY -8.7% +41.0% +17.1% +129.5% +128.7%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Sep, 2023 9,396 476 538 435 186.3 40 Nov 10, 2023 J-GAAP
Sep, 2024 11,220 1,027 1,134 721 308.4 60 Nov 13, 2024 J-GAAP
Sep, 2025 Guidance 10,000 600 650 600 255.8 40 Aug 8, 2025 J-GAAP
YoY -10.9% -41.6% -42.7% -16.8% -17.1%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Apr - Jun, 2024 3,024 392 415 263 112.4 13.0 Aug 9, 2024 J-GAAP
Jul - Sep, 2024 2,754 -102 -88 -80 -34.2 -3.7 Nov 13, 2024 J-GAAP
Oct - Dec, 2024 2,120 -146 -117 -91 -38.9 -6.9 Feb 12, 2025 J-GAAP
Jan - Mar, 2025 2,605 337 384 271 115.7 12.9 May 12, 2025 J-GAAP
Apr - Jun, 2025 2,680 339 372 382 163.1 12.6 Aug 8, 2025 J-GAAP
YoY -11.4% -13.5% -10.4% +45.2% +45.1%

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