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TESEC, Ordinary Profit Forecast for the Fiscal Year Revised Upward by 2.2 times

Tue Oct 28, 2025 3:30 pm JST Earnings

6337 TESEC Corporation 【J-GAAP】

Earnings Report

TESEC Corporation <6337> [TSE Std] announced its financial results after the market closed on October 28th (15:30). The consolidated ordinary profit for the cumulative second quarter of the fiscal year ending March 2026 (April to September) expanded 304 million yen, an increase 79.9% compared to the same period last year.

In addition, the full-year forecast for consolidated ordinary profit has been revised upward 2.2 times, from the previous forecast of 140 million yen to 310 million yen (compared to 674 million yen in the previous period), and the declining rate is expected to decrease from 79.2% to 54.0%.

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 October to March period (second half) is expected to significant drop 98.8% from the same period last year to 6 million yen.

In the most recent three-month period, from July to September (2Q), the consolidated ordinary profit surged 5.7 times that of the same period last year, reaching 285 million yen. The operating profit margin rose from 10.7% in the same period last year to 12.9%.

Kabutan News

Actual Performance and Financial Trends

Accumulated Results 2nd Quarter
Fiscal Year Revenue Operating
Profit
Ordinary
Profit
Net
Profit
Adj.
EPS
Progress Rate
vs. First Half
Announce Accounting
Standards
Apr - Sep, 2023
4,282M 762M 1,072M 757M 135.6 50.2 Oct 31, 2023 J-GAAP
Apr - Sep, 2024
2,607M 162M 169M 129M 23.3 25.1 Oct 29, 2024 J-GAAP
Apr - Sep, 2025
2,632M 191M 304M 214M 39.6 98.1 Oct 28, 2025 J-GAAP
YoY +1.0% +17.9% +79.9% +65.9% +69.5%
First Half Results vs. Previous Guidance
Fiscal Year Revenue Operating
Profit
Ordinary
Profit
Net
Profit
Adj.
EPS
Adj.
Dividend
Announce Accounting
Standards
Apr - Sep, 2025 Guidance 0 May 13, 2025 J-GAAP
Apr - Sep, 2025 Results 2,632M 191M 304M 214M 39.6 0 Oct 28, 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
Mar, 2026 Prev 5,500M 130M 140M 100M 19.2 100 May 13, 2025 J-GAAP
Mar, 2026 New 5,100M 130M 310M 230M 44.1 100 Oct 28, 2025 J-GAAP
Revision Rate -7.3% 0.0% +121.4% +130.0% +130.0%

Current Period Guidance

Second Half Results
Fiscal Year Revenue Operating
Profit
Ordinary
Profit
Net
Profit
Adj.
EPS
Adj.
Dividend
Announce Accounting
Standards
Oct - Mar, 2024
3,285M 272M 505M 298M 53.9 70 May 13, 2025 J-GAAP
Guidance
Oct - Mar, 2025
2,468M -61M 6M 16M 3.1 100 Oct 28, 2025 J-GAAP
YoY -24.9% -98.8% -94.6% -94.3%
Current Period Guidance
Fiscal Year Revenue Operating
Profit
Ordinary
Profit
Net
Profit
Adj.
EPS
Adj.
Dividend
Announce Accounting
Standards
Mar, 2024
8,619M 1,731M 2,137M 1,515M 271.9 70 May 14, 2024 J-GAAP
Mar, 2025
5,892M 434M 674M 427M 77.3 70 May 13, 2025 J-GAAP
Guidance
Mar, 2026
5,100M 130M 310M 230M 44.1 100 Oct 28, 2025 J-GAAP
YoY -13.4% -70.0% -54.0% -46.1% -42.9%

Quarterly Results

Fiscal Year Revenue Operating
Profit
Ordinary
Profit
Net
Profit
Adj.
EPS
Operating
Profit Margin
Announce Accounting
Standards
Jul - Sep, 2024
1,313M 141M 50M 47M 8.5 10.7 Oct 29, 2024 J-GAAP
Oct - Dec, 2024
1,661M 203M 407M 265M 47.9 12.2 Jan 28, 2025 J-GAAP
Jan - Mar, 2025
1,624M 69M 98M 33M 6.0 4.2 May 13, 2025 J-GAAP
Apr - Jun, 2025
1,069M -11M 19M 14M 2.6 -1.0 Jul 29, 2025 J-GAAP
Jul - Sep, 2025
1,563M 202M 285M 200M 37.0 12.9 Oct 28, 2025 J-GAAP
YoY +19.0% +43.3% +470.0% +325.5% +334.8%