TAIYO HOLDINGS, Ordinary Profit Forecast for the Fiscal Year Revised Upward by 12%, Raises Record High Profit Forecast, Dividend Effectively Increased

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Thu Nov 6, 2025 12:00 pm JST Earnings

4626 TAIYO HOLDINGS CO.,LTD. 【J-GAAP】

Earnings Report

TAIYO HOLDINGS CO.,LTD. <4626> [TSE Prime] announced its financial results at noon (12:00) on November 6th. The consolidated ordinary profit for the cumulative second quarter of the fiscal year ending March 2026 (April to September) increased 21.4% from the same period last year, reaching 15.0 billion yen, exceeded the previous forecast of 12.7 billion yen.

In addition, the full-year forecast for consolidated ordinary profit has been revised upward 11.8%, from the previous forecast of 23.7 billion yen to 26.5 billion yen (compared to 21.5 billion yen in the previous period), increasing the growth rate from 9.8% to 22.8%, further surpassing the previous forecast of record-high profits for two consecutive terms.

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 grow 24.7% from the same period last year, reaching 11.4 billion yen.

At the same time, due to a planned 2-for-1 forward stock split is scheduled for November 30, the annual dividend for the current fiscal year has been revised from the original plan of 290 yen to 237.5 yen (equivalent to 310 yen before the forward stock split) This effectively represents a 6.9% increase in the annual dividend.

In the most recent three-month period, from July to September (2Q), the consolidated ordinary profit increased 35.1% from the same period last year, reaching 8.42 billion yen. The operating profit margin rose from 20.9% in the same period last year to 23.5%.

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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	51,107	9,089	8,651	6,232	55.8	50.0	Nov 6, 2023	J-GAAP
Apr - Sep, 2024	59,899	12,430	12,418	9,209	82.3	57.6	Nov 6, 2024	J-GAAP
Apr - Sep, 2025	67,830	15,187	15,078	11,022	99.2	56.9	Nov 6, 2025	J-GAAP
YoY	+13.2%	+22.2%	+21.4%	+19.7%	+20.6%

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	64,800	13,200	12,700	8,900	80.1	72.50	Aug 1, 2025	J-GAAP
Apr - Sep, 2025 Results	67,830	15,187	15,078	11,022	99.2	82.50	Nov 6, 2025	J-GAAP
Revision Rate	+4.7%	+15.1%	+18.7%	+23.8%	+23.9%

Guidance Update

Full Year Update

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Mar, 2026 Prev	125,700	24,700	23,700	16,000	143.8	145	Aug 1, 2025	J-GAAP
Mar, 2026 New	128,800	26,900	26,500	18,400	165.4	155	Nov 6, 2025	J-GAAP
Revision Rate	+2.5%	+8.9%	+11.8%	+15.0%	+15.0%

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	59,111	9,637	9,159	1,571	14.1	75	Apr 30, 2025	J-GAAP
Oct - Mar, 2025 Guidance	60,970	11,713	11,422	7,378	66.3	72.50	Nov 6, 2025	J-GAAP
YoY	+3.1%	+21.5%	+24.7%	+369.6%	+370.9%

Current Period Guidance

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Mar, 2024	104,775	18,203	17,310	8,654	77.5	40	May 1, 2024	J-GAAP
Mar, 2025	119,010	22,067	21,577	10,780	96.6	95	Apr 30, 2025	J-GAAP
Mar, 2026 Guidance	128,800	26,900	26,500	18,400	165.4	155	Nov 6, 2025	J-GAAP
YoY	+8.2%	+21.9%	+22.8%	+70.7%	+71.2%

Quarterly Results

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Operating Profit Margin	Announce	Accounting Standards
Jul - Sep, 2024	29,045	6,072	6,235	4,604	41.1	20.9	Nov 6, 2024	J-GAAP
Oct - Dec, 2024	30,783	5,590	5,328	3,756	33.6	18.2	Feb 5, 2025	J-GAAP
Jan - Mar, 2025	28,328	4,047	3,831	-2,185	-19.6	14.3	Apr 30, 2025	J-GAAP
Apr - Jun, 2025	33,179	7,055	6,657	4,636	41.8	21.3	Aug 1, 2025	J-GAAP
Jul - Sep, 2025	34,651	8,132	8,421	6,386	57.5	23.5	Nov 6, 2025	J-GAAP
YoY	+19.3%	+33.9%	+35.1%	+38.7%	+39.7%