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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%.

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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
Apr - Sep, 2023 4,282 762 1,072 757 135.6 50.2 Oct 31, 2023 J-GAAP
Apr - Sep, 2024 2,607 162 169 129 23.3 25.1 Oct 29, 2024 J-GAAP
Apr - Sep, 2025 2,632 191 304 214 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 ー ー ー ー － 0 May 13, 2025 J-GAAP
Apr - Sep, 2025 Results 2,632 191 304 214 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 5,500 130 140 100 18.3 100 May 13, 2025 J-GAAP
Mar, 2026 New 5,100 130 310 230 42.1 100 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 3,285 272 505 298 53.9 70 May 13, 2025 J-GAAP
Oct - Mar, 2025 Guidance 2,468 -61 6 16 2.9 100 Oct 28, 2025 J-GAAP
YoY -24.9% － -98.8% -94.6% -94.6%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 8,619 1,731 2,137 1,515 271.9 70 May 14, 2024 J-GAAP
Mar, 2025 5,892 434 674 427 77.3 70 May 13, 2025 J-GAAP
Mar, 2026 Guidance 5,100 130 310 230 42.1 100 Oct 28, 2025 J-GAAP
YoY -13.4% -70.0% -54.0% -46.1% -45.5%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Jul - Sep, 2024 1,313 141 50 47 8.5 10.7 Oct 29, 2024 J-GAAP
Oct - Dec, 2024 1,661 208 412 290 52.5 12.5 Jan 28, 2025 J-GAAP
Jan - Mar, 2025 1,624 64 93 8 1.5 3.9 May 13, 2025 J-GAAP
Apr - Jun, 2025 1,069 -11 19 14 2.6 -1.0 Jul 29, 2025 J-GAAP
Jul - Sep, 2025 1,563 202 285 200 37.0 12.9 Oct 28, 2025 J-GAAP
YoY +19.0% +43.3% +470.0% +325.5% +334.8%

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