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TAIHEIYO KOUHATSU, First Half Ordinary Profit Unexpectedly Revised Upward by 71%

Mon Nov 10, 2025 3:30 pm JST Earnings

8835 TAIHEIYO KOUHATSU INCORPORATED 【J-GAAP】

Earnings Report

TAIHEIYO KOUHATSU INCORPORATED <8835> [TSE Std] announced its financial results after the market closed on November 10th (15:30). The consolidated ordinary profit for the cumulative second quarter of the fiscal year ending March 2026 (April to September) expanded 478 million yen, an increase 71.3% compared to the same period last year, resulting in an increase in profits compared to the previous forecast of a 17.6% decrease.

Progress toward the full-year plan of 820 million yen was 58.3%, also surpassing the five-year average of 40.7%.

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 grow 19.2% from the same period last year, reaching 342 million yen.

In the most recent three-month period, from July to September (2Q), the consolidated ordinary profit increased 93.8% from the same period last year, reaching 312 million yen. The operating profit margin improved from 2.7% in the same period last year to 3.8%.

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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 20,256 593 480 311 40.0 46.9 Nov 10, 2023 J-GAAP
Apr - Sep, 2024 18,677 404 279 208 26.8 49.3 Nov 11, 2024 J-GAAP
Apr - Sep, 2025 22,030 646 478 364 46.9 58.3 Nov 10, 2025 J-GAAP
YoY +18.0% +59.9% +71.3% +75.0% +74.8%

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 19,400 400 230 160 20.6 － May 9, 2025 J-GAAP
Apr - Sep, 2025 Results 22,030 646 478 364 46.9 － Nov 10, 2025 J-GAAP
Revision Rate +13.6% +61.5% +107.8% +127.5% +127.9%

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 23,399 453 287 174 22.4 39 May 9, 2025 J-GAAP
Oct - Mar, 2025 Guidance 14,770 514 342 156 20.1 40 Nov 10, 2025 J-GAAP
YoY -36.9% +13.5% +19.2% -10.3% -10.5%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 41,104 1,217 1,023 626 80.6 39 May 10, 2024 J-GAAP
Mar, 2025 42,076 857 566 382 49.2 39 May 9, 2025 J-GAAP
Mar, 2026 Guidance 36,800 1,160 820 520 66.8 40 May 9, 2025 J-GAAP
YoY -12.5% +35.4% +44.9% +36.1% +36.0%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Jul - Sep, 2024 10,221 274 161 132 17.0 2.7 Nov 11, 2024 J-GAAP
Oct - Dec, 2024 11,780 211 146 80 10.3 1.8 Feb 12, 2025 J-GAAP
Jan - Mar, 2025 11,619 242 141 94 12.1 2.1 May 9, 2025 J-GAAP
Apr - Jun, 2025 10,305 204 166 149 19.2 2.0 Aug 12, 2025 J-GAAP
Jul - Sep, 2025 11,725 442 312 215 27.7 3.8 Nov 10, 2025 J-GAAP
YoY +14.7% +61.3% +93.8% +62.9% +62.7%

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