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TAKEBISHI, First Half Ordinary Profit Increases by 39%, Jul-Sep Ordinary Profit Increases by 68%
7510 TAKEBISHI CORPORATION 【J-GAAP】
Earnings ReportTAKEBISHI CORPORATION <7510> [TSE Prime] announced its financial results after the market closed on October 31st (15:30). The consolidated ordinary profit for the cumulative second quarter of the fiscal year ending March 2026 (April to September) expanded 2.19 billion yen, an increase 39.2% compared to the same period last year. Progress toward the full-year plan of 4.02 billion yen was 54.6%, also surpassing the five-year average of 49.6%.
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 decrease 16.4% from the same period last year to 1.82 billion yen.
In the most recent three-month period, from July to September (2Q), the consolidated ordinary profit increased 67.9% from the same period last year, reaching 1.07 billion yen. The operating profit margin improved from 2.8% in the same period last year to 3.8%.
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Actual Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Progress Rate vs. First Half | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Apr - Sep, 2023 | 50,338 | 1,969 | 2,180 | 1,416 | 88.7 | 55.7 | Oct 31, 2023 | J-GAAP |
| Apr - Sep, 2024 | 47,598 | 1,425 | 1,575 | 1,376 | 86.1 | 41.9 | Oct 31, 2024 | J-GAAP |
| Apr - Sep, 2025 | 52,238 | 1,975 | 2,193 | 1,505 | 94.0 | 54.6 | Oct 31, 2025 | J-GAAP |
| YoY | +9.7% | +38.6% | +39.2% | +9.4% | +9.2% |
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 | 52,000 | 1,970 | 2,180 | 1,490 | 93.0 | 33 | Oct 23, 2025 | J-GAAP |
| Apr - Sep, 2025 Results | 52,238 | 1,975 | 2,193 | 1,505 | 94.0 | 33 | Oct 31, 2025 | J-GAAP |
| Revision Rate | +0.5% | +0.3% | +0.6% | +1.0% | +1.1% |
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 | 53,367 | 2,001 | 2,186 | 1,283 | 80.2 | 33 | Apr 30, 2025 | J-GAAP |
| Oct - Mar, 2025 Guidance | 51,762 | 1,725 | 1,827 | 1,175 | 73.3 | 35 | Oct 31, 2025 | J-GAAP |
| YoY | -3.0% | -13.8% | -16.4% | -8.4% | -8.6% |
Current Period Guidance
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Mar, 2024 | 101,355 | 3,736 | 3,915 | 2,501 | 156.6 | 62 | Apr 26, 2024 | J-GAAP |
| Mar, 2025 | 100,965 | 3,426 | 3,761 | 2,659 | 166.2 | 62 | Apr 30, 2025 | J-GAAP |
| Mar, 2026 Guidance | 104,000 | 3,700 | 4,020 | 2,680 | 167.2 | 68 | Oct 23, 2025 | J-GAAP |
| YoY | +3.0% | +8.0% | +6.9% | +0.8% | +0.6% |
Quarterly Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Operating Profit Margin | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Jul - Sep, 2024 | 24,137 | 664 | 638 | 366 | 22.9 | 2.8 | Oct 31, 2024 | J-GAAP |
| Oct - Dec, 2024 | 24,616 | 1,023 | 1,217 | 866 | 54.2 | 4.2 | Jan 31, 2025 | J-GAAP |
| Jan - Mar, 2025 | 28,751 | 978 | 969 | 417 | 26.1 | 3.4 | Apr 30, 2025 | J-GAAP |
| Apr - Jun, 2025 | 25,542 | 973 | 1,122 | 770 | 48.2 | 3.8 | Jul 31, 2025 | J-GAAP |
| Jul - Sep, 2025 | 26,696 | 1,002 | 1,071 | 735 | 45.9 | 3.8 | Oct 31, 2025 | J-GAAP |
| YoY | +10.6% | +50.9% | +67.9% | +100.8% | +100.5% |
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