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Taiho Transportation, Jul-Sep (2Q) Ordinary Profit Increases by 18%

Fri Oct 31, 2025 11:00 am JST Earnings

9040 Taiho Transportation Co., Ltd. 【J-GAAP】

Earnings Report

Taiho Transportation Co., Ltd. <9040> [NSE Main] announced its financial results in the morning on October 31st (11:00). The ordinary profit (non-consolidated) for the cumulative second quarter of the fiscal year ending March 2026 (April to September) decreased 3.6% from the same period last year to 190 million yen. However, Progress toward the full-year plan of 300 million yen was 63.3%, also surpassing the five-year average of 56.2%.

Based on the first-half performance announced by the company and the unchanged full-year plan, our calculation indicates that the ordinary profit for the October to March period (second half) is expected to expand 77.4% from the same period last year, reaching 110 million yen.

In the most recent three-month period, from July to September (2Q), the ordinary profit grew 18.3% from the same period last year, reaching 129 million yen. The operating profit margin improved from 5.1% in the same period last year to 5.7%.

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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 3,927 120 130 71 95.8 48.7 Nov 1, 2023 J-GAAP
Apr - Sep, 2024 4,012 186 197 271 363.4 76.1 Nov 1, 2024 J-GAAP
Apr - Sep, 2025 4,118 181 190 121 162.6 63.3 Oct 31, 2025 J-GAAP
YoY +2.6% -2.7% -3.6% -55.4% -55.3%

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 4,100 160 170 100 134.0 50 Apr 28, 2025 J-GAAP
Apr - Sep, 2025 Results 4,118 181 190 121 162.6 50 Oct 31, 2025 J-GAAP
Revision Rate +0.4% +13.1% +11.8% +21.0% +21.3%

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 3,746 59 62 34 45.6 50 Apr 28, 2025 J-GAAP
Oct - Mar, 2025 Guidance 3,982 109 110 59 79.1 50 Oct 31, 2025 J-GAAP
YoY +6.3% +84.7% +77.4% +73.5% +73.5%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 7,675 250 267 102 136.7 100 Apr 26, 2024 J-GAAP
Mar, 2025 7,758 245 259 305 408.9 100 Apr 28, 2025 J-GAAP
Mar, 2026 Guidance 8,100 290 300 180 241.2 100 Apr 28, 2025 J-GAAP
YoY +4.4% +18.4% +15.8% -41.0% -41.0%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Jul - Sep, 2024 2,048 104 109 72 96.5 5.1 Nov 1, 2024 J-GAAP
Oct - Dec, 2024 1,954 69 73 44 59.0 3.5 Jan 31, 2025 J-GAAP
Jan - Mar, 2025 1,792 -10 -11 -10 -13.4 -0.6 Apr 28, 2025 J-GAAP
Apr - Jun, 2025 1,998 61 61 35 48.0 3.1 Aug 1, 2025 J-GAAP
Jul - Sep, 2025 2,120 120 129 86 115.5 5.7 Oct 31, 2025 J-GAAP
YoY +3.5% +15.4% +18.3% +19.4% +19.7%

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