T.RAD, Ordinary Profit Forecast for the Fiscal Year Revised Upward to an Unexpected 21% Increase, Raises Record High Profit, Dividend Revised Upward by 80 Yen

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Tue Nov 4, 2025 4:30 pm JST Earnings

7236 T.RAD Co.,Ltd. 【J-GAAP】

Earnings Report

T.RAD Co.,Ltd. <7236> [TSE Prime] announced its financial results after the market closed on November 4th (16:30). The consolidated ordinary profit for the cumulative second quarter of the fiscal year ending March 2026 (April to September) expanded 5.67 billion yen, an increase 96.9% compared to the same period last year.

In addition, the full-year forecast for consolidated ordinary profit has been revised upward 34.2%, from the previous forecast of 7.30 billion yen to 9.80 billion yen (compared to 8.10 billion yen in the previous period), record profits reach two consecutive terms, turning to a 21.0% increase in the consolidated ordinary profit outlook.

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 21.0% from the same period last year to 4.12 billion yen.

In light of the strong performance, the company has significantly increased its planned annual dividend for the current fiscal year from the original plan of 240 yen to 320 yen (compared to 240 yen in the previous period).

In the most recent three-month period, from July to September (2Q), the consolidated ordinary profit surged 3.2 times that of the same period last year, reaching 2.67 billion yen. The operating profit margin significantly improved from 2.5% in the same period last year to 6.3%.

Kabutan News

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	80,225	2,125	2,617	1,151	176.4	49.0	Nov 6, 2023	J-GAAP
Apr - Sep, 2024	79,044	2,561	2,881	722	110.4	35.6	Nov 5, 2024	J-GAAP
Apr - Sep, 2025	77,511	5,393	5,674	4,094	670.0	57.9	Nov 4, 2025	J-GAAP
YoY	-1.9%	+110.6%	+96.9%	+467.0%	+506.7%

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	－	120	May 12, 2025	J-GAAP
Apr - Sep, 2025 Results	77,511	5,393	5,674	4,094	670.0	160	Nov 4, 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	151,000	6,600	7,300	4,000	694.0	240	Aug 4, 2025	J-GAAP
Mar, 2026 New	154,000	8,800	9,800	6,400	1,110.5	320	Nov 4, 2025	J-GAAP
Revision Rate	+2.0%	+33.3%	+34.2%	+60.0%	+60.0%

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	80,191	4,755	5,220	3,528	542.8	150	May 12, 2025	J-GAAP
Oct - Mar, 2025 Guidance	76,489	3,407	4,126	2,306	400.1	160	Nov 4, 2025	J-GAAP
YoY	-4.6%	-28.3%	-21.0%	-34.6%	-26.3%

Current Period Guidance

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Mar, 2024	158,659	4,350	5,339	1,245	190.5	180	May 13, 2024	J-GAAP
Mar, 2025	159,235	7,316	8,101	4,250	653.8	240	May 12, 2025	J-GAAP
Mar, 2026 Guidance	154,000	8,800	9,800	6,400	1,110.5	320	Nov 4, 2025	J-GAAP
YoY	-3.3%	+20.3%	+21.0%	+50.6%	+69.8%

Quarterly Results

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Operating Profit Margin	Announce	Accounting Standards
Jul - Sep, 2024	40,710	1,017	827	304	46.5	2.5	Nov 5, 2024	J-GAAP
Oct - Dec, 2024	34,800	544	1,236	434	66.4	1.6	Feb 3, 2025	J-GAAP
Jan - Mar, 2025	45,391	4,211	3,984	3,094	476.0	9.3	May 12, 2025	J-GAAP
Apr - Jun, 2025	39,121	2,984	2,998	2,137	342.1	7.6	Aug 4, 2025	J-GAAP
Jul - Sep, 2025	38,390	2,409	2,676	1,957	320.3	6.3	Nov 4, 2025	J-GAAP
YoY	-5.7%	+136.9%	+223.6%	+543.8%	+588.9%