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TAKARA HOLDINGS, Ordinary Profit Forecast for the Fiscal Year Revised Downward to an Unexpected 29% Decrease

Tue Nov 11, 2025 4:00 pm JST Earnings

2531 TAKARA HOLDINGS INC. 【J-GAAP】

Earnings Report

TAKARA HOLDINGS INC. <2531> [TSE Prime] announced its financial results after the market closed on November 11th (16:00). The consolidated ordinary profit for the cumulative second quarter of the fiscal year ending March 2026 (April to September) dropped 33.9% from the same period last year to 7.38 billion yen.

In addition, the full-year forecast for consolidated ordinary profit has decreased 29.3%, from the previous forecast of 22.2 billion yen to 15.7 billion yen (compared to 22.1 billion yen in the previous period). This changes the outlook from an anticipated profit increase to a projection of a 29.2% decrease in profit.

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 24.5% from the same period last year to 8.31 billion yen.

In the most recent three-month period, from July to September (2Q), the consolidated ordinary profit dropped to 3.91 billion yen, a 38.6% decrease compared to the same period last year. The operating profit margin worsened from 7.1% in the same period last year to 4.6%.

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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 163,172 12,464 13,032 8,043 40.7 55.8 Nov 9, 2023 J-GAAP
Apr - Sep, 2024 176,539 10,532 11,166 9,088 46.6 50.3 Nov 8, 2024 J-GAAP
Apr - Sep, 2025 186,556 7,786 7,386 5,695 29.4 47.0 Nov 11, 2025 J-GAAP
YoY +5.7% -26.1% -33.9% -37.3% -36.8%

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 186,556 7,786 7,386 5,695 29.5 － Oct 23, 2025 J-GAAP
Apr - Sep, 2025 Results 186,556 7,786 7,386 5,695 29.4 － Nov 11, 2025 J-GAAP
Revision Rate 0.0% 0.0% 0.0% 0.0% -0.4%

Guidance Update

Full Year Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2026 Prev 401,000 21,900 22,200 16,300 84.5 31 May 13, 2025 J-GAAP
Mar, 2026 New 392,000 16,200 15,700 11,100 57.6 31 Nov 11, 2025 J-GAAP
Revision Rate -2.2% -26.0% -29.3% -31.9% -31.9%

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 186,154 10,065 11,014 7,114 36.4 31 May 13, 2025 J-GAAP
Oct - Mar, 2025 Guidance 205,444 8,414 8,314 5,405 28.0 31 Nov 11, 2025 J-GAAP
YoY +10.4% -16.4% -24.5% -24.0% -23.1%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 339,372 22,242 23,336 16,176 82.1 29 May 10, 2024 J-GAAP
Mar, 2025 362,693 20,597 22,180 16,202 83.0 31 May 13, 2025 J-GAAP
Mar, 2026 Guidance 392,000 16,200 15,700 11,100 57.6 31 Nov 11, 2025 J-GAAP
YoY +8.1% -21.3% -29.2% -31.5% -30.6%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Jul - Sep, 2024 91,583 6,468 6,375 3,918 20.1 7.1 Nov 8, 2024 J-GAAP
Oct - Dec, 2024 90,396 4,377 4,900 3,914 20.1 4.8 Feb 13, 2025 J-GAAP
Jan - Mar, 2025 95,758 5,688 6,114 3,200 16.4 5.9 May 13, 2025 J-GAAP
Apr - Jun, 2025 93,348 3,456 3,471 4,145 21.3 3.7 Aug 8, 2025 J-GAAP
Jul - Sep, 2025 93,208 4,330 3,915 1,550 8.0 4.6 Nov 11, 2025 J-GAAP
YoY +1.8% -33.1% -38.6% -60.4% -60.1%

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