TOKYO SEIMITSU, Ordinary Profit Forecast for the Fiscal Year Revised Upward by 2%, Dividend Revised Upward by 8 Yen

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Tue Nov 4, 2025 3:30 pm JST Earnings

7729 TOKYO SEIMITSU CO., LTD. 【J-GAAP】

Earnings Report

TOKYO SEIMITSU CO., LTD. <7729> [TSE Prime] announced its financial results after the market closed on November 4th (15:30). The consolidated ordinary profit for the cumulative second quarter of the fiscal year ending March 2026 (April to September) increased 13.8% from the same period last year, reaching 14.9 billion yen.

In addition, the full-year forecast for consolidated ordinary profit has been revised upward 1.6%, from the previous forecast of 31.0 billion yen to 31.5 billion yen (compared to 29.9 billion yen in the previous period), increasing the growth rate from 3.5% to 5.2%. However, the full-year forecast for consolidated net income has decreased 5.5%, from the previous forecast of 21.7 billion yen to 20.5 billion yen (compared to 25.6 billion yen in the previous period), leading to an increase in the profit decline rate from 15.4% to 20.0%.

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 decrease 1.5% from the same period last year to 16.5 billion yen.

In light of the strong performance, the company has increased its planned annual dividend for the current fiscal year from the original plan of 214 yen to 222 yen (compared to 253 yen in the previous period).

In the most recent three-month period, from July to September (2Q), the consolidated ordinary profit grew 19.1% from the same period last year, reaching 10.5 billion yen. However, the operating profit margin decreased from 22.3% in the same period last year to 21.9%.

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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	63,537	11,389	12,072	8,548	212.2	45.6	Nov 2, 2023	J-GAAP
Apr - Sep, 2024	71,439	13,405	13,158	13,550	335.0	43.9	Nov 1, 2024	J-GAAP
Apr - Sep, 2025	77,070	14,717	14,978	9,612	237.2	47.5	Nov 4, 2025	J-GAAP
YoY	+7.9%	+9.8%	+13.8%	-29.1%	-29.2%

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	78,500	15,200	15,200	10,600	261.3	107	May 9, 2025	J-GAAP
Apr - Sep, 2025 Results	77,070	14,717	14,978	9,612	237.2	111	Nov 4, 2025	J-GAAP
Revision Rate	-1.8%	-3.2%	-1.5%	-9.3%	-9.2%

Guidance Update

Full Year Update

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Mar, 2026 Prev	159,000	31,000	31,000	21,700	534.8	214	May 9, 2025	J-GAAP
Mar, 2026 New	164,000	31,500	31,500	20,500	505.2	222	Nov 4, 2025	J-GAAP
Revision Rate	+3.1%	+1.6%	+1.6%	-5.5%	-5.5%

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	79,095	16,298	16,781	12,087	298.8	139	May 9, 2025	J-GAAP
Oct - Mar, 2025 Guidance	86,930	16,783	16,522	10,888	268.3	111	Nov 4, 2025	J-GAAP
YoY	+9.9%	+3.0%	-1.5%	-9.9%	-10.2%

Current Period Guidance

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Mar, 2024	134,680	25,307	26,453	19,378	480.5	192	May 10, 2024	J-GAAP
Mar, 2025	150,534	29,703	29,939	25,637	633.8	253	May 9, 2025	J-GAAP
Mar, 2026 Guidance	164,000	31,500	31,500	20,500	505.2	222	Nov 4, 2025	J-GAAP
YoY	+8.9%	+6.0%	+5.2%	-20.0%	-20.3%

Quarterly Results

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Operating Profit Margin	Announce	Accounting Standards
Jul - Sep, 2024	41,813	9,322	8,829	9,996	247.1	22.3	Nov 1, 2024	J-GAAP
Oct - Dec, 2024	31,698	5,670	6,633	4,575	113.1	17.9	Feb 4, 2025	J-GAAP
Jan - Mar, 2025	47,397	10,628	10,148	7,512	185.7	22.4	May 9, 2025	J-GAAP
Apr - Jun, 2025	30,876	4,581	4,462	3,229	79.8	14.8	Aug 4, 2025	J-GAAP
Jul - Sep, 2025	46,194	10,136	10,516	6,383	157.5	21.9	Nov 4, 2025	J-GAAP
YoY	+10.5%	+8.7%	+19.1%	-36.1%	-36.3%