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Nankai Tatsumura Construction, First Half Ordinary Profit Increases by 78%, Jul-Sep Ordinary Profit Increases by 79%

Thu Oct 30, 2025 3:00 pm JST Earnings

1850 Nankai Tatsumura Construction Co., Ltd. 【J-GAAP】

Earnings Report

Nankai Tatsumura Construction Co., Ltd. <1850> [TSE Std] announced its financial results in the afternoon session on October 30th (15:00). The consolidated ordinary profit for the cumulative second quarter of the fiscal year ending March 2026 (April to September) expanded 1.14 billion yen, an increase 78.0% compared to the same period last year. Progress toward the full-year plan of 2.24 billion yen was 51.2%, also surpassing the five-year average of 30.3%.

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 October to March period (second half) is expected to drop 37.3% from the same period last year to 1.09 billion yen.

In the most recent three-month period, from July to September (2Q), the consolidated ordinary profit increased 78.5% from the same period last year, reaching 0.54 billion yen. The operating profit margin improved from 2.5% in the same period last year to 4.9%.

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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 21,911 189 137 88 3.1 8.4 Oct 30, 2023 J-GAAP
Apr - Sep, 2024 23,011 657 644 432 15.0 27.0 Oct 29, 2024 J-GAAP
Apr - Sep, 2025 22,436 1,142 1,146 783 27.2 51.2 Oct 30, 2025 J-GAAP
YoY -2.5% +73.8% +78.0% +81.3% +81.4%

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 22,100 1,040 1,040 700 24.3 － Sep 29, 2025 J-GAAP
Apr - Sep, 2025 Results 22,436 1,142 1,146 783 27.2 － Oct 30, 2025 J-GAAP
Revision Rate +1.5% +9.8% +10.2% +11.9% +12.0%

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 29,934 1,724 1,744 1,282 44.5 6 Apr 28, 2025 J-GAAP
Oct - Mar, 2025 Guidance 26,064 1,088 1,094 737 25.6 6 Oct 30, 2025 J-GAAP
YoY -12.9% -36.9% -37.3% -42.5% -42.5%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 43,626 1,686 1,625 1,100 38.2 4 Apr 26, 2024 J-GAAP
Mar, 2025 52,945 2,381 2,388 1,714 59.5 6 Apr 28, 2025 J-GAAP
Mar, 2026 Guidance 48,500 2,230 2,240 1,520 52.7 6 Apr 28, 2025 J-GAAP
YoY -8.4% -6.3% -6.2% -11.3% -11.3%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Jul - Sep, 2024 12,466 315 303 203 7.0 2.5 Oct 29, 2024 J-GAAP
Oct - Dec, 2024 13,470 716 746 515 17.9 5.3 Jan 29, 2025 J-GAAP
Jan - Mar, 2025 16,464 1,008 998 767 26.6 6.1 Apr 28, 2025 J-GAAP
Apr - Jun, 2025 11,416 599 605 416 14.4 5.2 Jul 29, 2025 J-GAAP
Jul - Sep, 2025 11,020 543 541 367 12.7 4.9 Oct 30, 2025 J-GAAP
YoY -11.6% +72.4% +78.5% +80.8% +81.0%

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