TAKARA BIO, Ordinary Profit Forecast for the Fiscal Year Revised Downward to a Loss, Dividend Dividend Also Turns into No Dividend

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Tue Nov 11, 2025 3:30 pm JST Earnings

4974 TAKARA BIO INC. 【J-GAAP】

Earnings Report

TAKARA BIO INC. <4974> [TSE Prime] announced its financial results after the market closed on November 11th (15:30). The consolidated ordinary profit/loss for the cumulative second quarter of the fiscal year ending March 2026 (April to September) turned into a loss of 2.48 billion yen (compared to a profit of 0.54 billion yen in the same period last year).

In addition, the full-year forecast for consolidated ordinary profit/loss has been revised downward from an expected profit of 2.50 billion yen to a loss of 4.40 billion yen (compared to a profit of 2.59 billion yen in the previous period), turning to a loss outlook.

Based on the first-half performance announced by the company and the full-year plan, our calculation indicates that the consolidated ordinary profit/loss for the October to March period (second half) is expected to turn into a loss of 1.91 billion yen (compared to a profit of 2.04 billion yen in the same period last year).

Due to a decline in performance, the plan to pay a year-end lump-sum dividend of 17 yen has been abandoned, and the policy has been set to forego dividends for the first time in fifteen terms, falling to a no-dividend status (compared to 17 yen in the prior term).

In the most recent three-month period, from July to September (2Q), the consolidated ordinary profit/loss turned to a loss of 0.64 billion yen (compared to a profit of 2.04 billion yen in the same period last year). The operating profit/loss margin drastically worsened from 18.2% in the same period last year to -5.7%.

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	19,116	1,410	1,598	1,084	9.0	46.9	Nov 9, 2023	J-GAAP
Apr - Sep, 2024	19,758	417	549	513	4.3	21.2	Nov 8, 2024	J-GAAP
Apr - Sep, 2025	18,794	-2,342	-2,485	-6,911	-57.4	ー	Nov 11, 2025	J-GAAP
YoY	-4.9%	－	－	－	－

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	18,700	-2,350	-2,500	-6,900	-57.3	0	Oct 23, 2025	J-GAAP
Apr - Sep, 2025 Results	18,794	-2,342	-2,485	-6,911	-57.4	0	Nov 11, 2025	J-GAAP
Revision Rate	+0.5%	+0.3%	+0.6%	-0.2%	-0.2%

Guidance Update

Full Year Update

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Mar, 2026 Prev	52,500	2,500	2,500	1,300	10.8	17	May 13, 2025	J-GAAP
Mar, 2026 New	42,100	-4,000	-4,400	-9,000	-74.7	0	Nov 11, 2025	J-GAAP
Revision Rate	-19.8%	－	－	－	－

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	25,281	1,846	2,043	528	4.4	17	May 13, 2025	J-GAAP
Oct - Mar, 2025 Guidance	23,306	-1,658	-1,915	-2,089	-17.4	0	Nov 11, 2025	J-GAAP
YoY	-7.8%	－	－	－	－

Current Period Guidance

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Mar, 2024	43,505	3,003	3,405	1,480	12.3	17	May 10, 2024	J-GAAP
Mar, 2025	45,039	2,263	2,592	1,041	8.7	17	May 13, 2025	J-GAAP
Mar, 2026 Guidance	42,100	-4,000	-4,400	-9,000	-74.7	0	Nov 11, 2025	J-GAAP
YoY	-6.5%	－	－	－	－

Quarterly Results

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Operating Profit Margin	Announce	Accounting Standards
Jul - Sep, 2024	11,265	2,051	2,047	1,560	13.0	18.2	Nov 8, 2024	J-GAAP
Oct - Dec, 2024	9,524	-1,890	-1,804	-1,891	-15.7	-19.8	Feb 13, 2025	J-GAAP
Jan - Mar, 2025	15,757	3,736	3,847	2,419	20.1	23.7	May 13, 2025	J-GAAP
Apr - Jun, 2025	9,266	-1,796	-1,838	-1,511	-12.6	-19.4	Aug 8, 2025	J-GAAP
Jul - Sep, 2025	9,528	-546	-647	-5,400	-44.9	-5.7	Nov 11, 2025	J-GAAP
YoY	-15.4%	－	－	－	－