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TAY TWO, First Half Ordinary Profit Increases by 84%, Jun-Aug Ordinary Profit Increases by 2.1 times

Wed Oct 15, 2025 4:00 pm JST Earnings

7610 TAY TWO CO.,LTD 【J-GAAP】

Earnings Report

TAY TWO CO.,LTD <7610> [TSE Std] announced its financial results after the market closed on October 15th (16:00). The consolidated ordinary profit for the cumulative second quarter of the fiscal year ending February 2026 (March to August) expanded 0.59 billion yen, an increase 84.4% compared to the same period last year. Progress toward the full-year plan of 1.10 billion yen was 53.8%, it was below the five-year average of 60.0%.

Based on the first-half performance announced by the company and the unchanged full-year plan, our calculation indicates that the consolidated ordinary profit for the September to February period (second half) is expected to decrease 15.1% from the same period last year to 0.50 billion yen.

In the most recent three-month period, from June to August (2Q), the consolidated ordinary profit surged 2.1 times that of the same period last year, reaching 0.39 billion yen. The operating profit margin improved from 1.9% in the same period last year to 3.6%.

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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
Mar - Aug, 2023 16,941 942 1,034 610 9.4 72.7 Oct 16, 2023 J-GAAP
Mar - Aug, 2024 17,489 287 321 173 2.8 34.9 Oct 15, 2024 J-GAAP
Mar - Aug, 2025 19,335 606 592 336 5.3 53.8 Oct 15, 2025 J-GAAP
YoY +10.6% +111.1% +84.4% +94.2% +93.1%

First Half Results vs. Previous Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar - Aug, 2025 Guidance ー ー ー ー － 0 Apr 14, 2025 J-GAAP
Mar - Aug, 2025 Results 19,335 606 592 336 5.3 0 Oct 15, 2025 J-GAAP
Revision Rate － － － － －

Current Period Guidance

Second Half Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Sep - Feb, 2024 18,988 624 598 328 5.2 4 Apr 14, 2025 J-GAAP
Sep - Feb, 2025 Guidance 20,665 494 508 364 5.7 4 Oct 15, 2025 J-GAAP
YoY +8.8% -20.8% -15.1% +11.0% +10.0%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Feb, 2024 35,197 1,333 1,423 568 8.8 4 Apr 15, 2024 J-GAAP
Feb, 2025 36,477 911 919 501 7.9 4 Apr 14, 2025 J-GAAP
Feb, 2026 Guidance 40,000 1,100 1,100 700 11.0 4 Apr 14, 2025 J-GAAP
YoY +9.7% +20.7% +19.7% +39.7% +38.5%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Jun - Aug, 2024 9,188 176 191 110 1.8 1.9 Oct 15, 2024 J-GAAP
Sep - Nov, 2024 8,455 105 101 42 0.7 1.2 Jan 14, 2025 J-GAAP
Dec - Feb, 2024 10,533 519 497 286 4.5 4.9 Apr 14, 2025 J-GAAP
Mar - May, 2025 8,561 221 199 91 1.4 2.6 Jul 15, 2025 J-GAAP
Jun - Aug, 2025 10,774 385 393 245 3.9 3.6 Oct 15, 2025 J-GAAP
YoY +17.3% +118.8% +105.8% +122.7% +121.1%

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