Taisei Lamick, First Half Ordinary Profit Decreases by 17%

Mon Nov 10, 2025 3:00 pm JST Earnings

4994 Taisei Lamick Group Head Quarter & Innovation Co.,Ltd. 【J-GAAP】

Taisei Lamick Group Head Quarter & Innovation Co.,Ltd. <4994> [TSE Std] announced its financial results in the afternoon session on November 10th (15:00). The consolidated ordinary profit for the cumulative second quarter of the fiscal year ending March 2026 (April to September) decreased 17.3% from the same period last year to 1.11 billion yen. However, Progress toward the full-year plan of 1.74 billion yen was 64.0%, also surpassing the five-year average of 59.9%.

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 drop 40.3% from the same period last year to 0.62 billion yen.

In the most recent three-month period, from July to September (2Q), the consolidated ordinary profit decreased to 0.42 billion yen, a 15.0% decrease compared to the same period last year. The operating profit margin worsened from 7.7% in the same period last year to 5.1%.

Kabutan News

Actual Performance and Financial Trends

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	14,211M	841M	845M	528M	82.3	51.2	Nov 13, 2023	J-GAAP
Apr - Sep, 2024	15,299M	1,354M	1,347M	901M	142.9	56.2	Nov 11, 2024	J-GAAP
Apr - Sep, 2025	15,948M	1,079M	1,114M	596M	95.2	64.0	Nov 10, 2025	J-GAAP
YoY	+4.2%	-20.3%	-17.3%	-33.9%	-33.4%

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	－	33	May 12, 2025	J-GAAP
Apr - Sep, 2025 Results	15,948M	1,079M	1,114M	596M	95.2	33	Nov 10, 2025	J-GAAP
Revision Rate	－	－	－	－	－

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	15,550M	1,018M	1,049M	789M	125.1	47	May 12, 2025	J-GAAP
Guidance Oct - Mar, 2025	16,102M	571M	626M	624M	102.0	37	Nov 10, 2025	J-GAAP
YoY	+3.5%	-43.9%	-40.3%	-20.9%	-18.5%

Current Period Guidance

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Mar, 2024	28,029M	1,621M	1,651M	1,084M	170.3	70	May 13, 2024	J-GAAP
Mar, 2025	30,849M	2,372M	2,396M	1,690M	268.0	80	May 12, 2025	J-GAAP
Guidance Mar, 2026	32,050M	1,650M	1,740M	1,220M	199.5	70	May 12, 2025	J-GAAP
YoY	+3.9%	-30.4%	-27.4%	-27.8%	-25.6%

Quarterly Results

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Operating Profit Margin	Announce	Accounting Standards
Jul - Sep, 2024	7,449M	572M	499M	318M	50.4	7.7	Nov 11, 2024	J-GAAP
Oct - Dec, 2024	7,516M	459M	507M	330M	52.3	6.1	Feb 10, 2025	J-GAAP
Jan - Mar, 2025	8,034M	559M	542M	459M	72.8	7.0	May 12, 2025	J-GAAP
Apr - Jun, 2025	8,223M	688M	690M	384M	61.1	8.4	Aug 8, 2025	J-GAAP
Jul - Sep, 2025	7,725M	391M	424M	212M	33.9	5.1	Nov 10, 2025	J-GAAP
YoY	+3.7%	-31.6%	-15.0%	-33.3%	-32.8%

Taisei Lamick, First Half Ordinary Profit Decreases by 17%

Actual Performance and Financial Trends

Current Period Guidance

Quarterly Results

Related Articles